The number of questions may (or may not) be unusual, but filing an amended 10-K or 10-Q isn't rare. I've seen cases where there have been multiple amendments of the same report. What's unusual (for me) in this situation is being able to see the ...
Until we recently did some tax loss selling, one of my investment clubs owned BRLI. While my club members did agree that this was a good candidate for tax loss selling (we had a big loss, other gains it could offset and a reason to ...
Hello everyone, If your investment club is participating in the bivio Quest for Positive Relative Returns, you will find that your graphs have all been updated through December 1. There is a link on your club pages that will take you to them. As you ...
The different results reflect the differences in when and how much each member contributed to the club combined with the changing performance of the club's investments. Ira Smilovitz In a message dated 12/15/2011 2:18:54 P.M. Eastern Standard Time, judy.kathleen.lamb@gmail.com writes: In the above report, when ...
In the above report, when comparing the Total Paid $ amount to the Market Value $ amount a few members show a less than $ amount while other members show a greater than $ amount. This is confusing.
Good morning everyone, If you missed last nights Dashboard Diagnostics session, you missed a good one. The club had a lot of good questions that I'm sure your clubs have also. If you'd like to see for yourself, the recording is now posted at: Dashboard ...
Hi everyone, Just a reminder that Dashbord Diagnostics is online, tonight at 8:30PM ET. You can register to join us at www.bivio.com/club_cafe Mark Robertson from Manifest Investing will be discussing the portfolio of a bivio investment club from Colorado. If your club owns or is ...
Here is a Manifest Investing Dashboard showing the top 50 stock holdings of bivio investment clubs as of December 1. If you click on the heading for the last column, you can sort it by Projected Future Return: bivio Club Index If your investment club ...
Hi Everyone, We've been getting some inquiries in support about how to switch club treasurers. First of all, congratulations to those clubs who have asked. Rotating this critical job helps demystify it for everyone. It really is a simple job. After all, your club was ...
Several people suggested a share of stock as a grab bag gift for an investment club. That got me thinking. (and laughing to myself) Why shouldn't a club have a Pet Stock? Pick a company and buy a single share of their stock and commit ...
Just a reminder that the Manifest Investing Challenge Club meeting is online, tonight, at 8:30PM ET. Everyone is invited. You can just listen or you can participate in the discussion. It's always lively and interesting. You can register now at www.bivio.com/club_cafe -- Laurie Frederiksen Invest ...
Hi Everyone, Here's a fun holiday topic. I need to get a grab bag gift for a club holiday party. Something priced at no more than $15. Does anybody have any suggestions? -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio ...
Hello--I am working on my Broker Statement and we own some shares in Linn Energy and there is a line on the statement called Distributions--under Activity type it states "partnership distribution line" then there is a Reinvestment for that distribution--does not state this is a ...
Sorry, I misread your answer. Yes, there is no benchmarking capability for the individual member. I thought you were saying there was no performance calculation. Ira Smilovitz In a message dated 12/3/2011 3:01:37 P.M. Eastern Standard Time, IraS1@aol.com writes: Isn't that information presented in the ...
It is something that you just have to ask for by emailing support@bivio.com Since the data points are trailing 12 month periods, you really need a year of information to get your first one. But feel free to ask then and I'll set it up ...