I have been a member of the Model club of the Washington DC region, MicNOVA for 3 yrs. The stockwatcher files are a mess, with lots of old files that are unneeded, but not yet ready to be trashed. The members are not organizing/deleting their ...
Hi Everyone, It's a day to celebrate the number 1 We need 1 more person to "Like" our Facebook page and we'll have 400 friends! If you aren't a friend yet, we hope you'll become one. Just go to our page, www.facebook.com/bivio and click on ...
Good morning everyone, As you know, you are required to have an EIN number for your investment clubs. This is your IRS business identification number, similar in many ways to your Social Security number. Just so you are aware, there are bogus emails out recently ...
Someone shared the quote in the subject line in a comment to a blog post recently and it really struck home with me. I think it's important to stop every now and then to look back and assess how much has actually been accomplished in ...
As of today's closing price of $18.31, bivio investment clubs own approximately $2 million worth of CISCO stock. They report their quarterly earnings tomorrow. Here's a Trefis analysis and graphical display you can use to determine how the business results they discuss in their earnings ...
We are a relatively new club and our by-laws require an annual report. I know of several topics that should be covered but I was wondering if other clubs accomplished an annual report and what they included in the report. I would appreciate any input ...
Last nights Club Meeting Meeting presentation about the new Cost Basis Reporting rules is now posted at www.bivio.com/clubmm I would encourage everyone to review it. It is important that you review and possibly adjust the cost basis method that has been set by default for ...
Where I can view the filters uses to screen email communications coming into BIVIO for distribution to our club members? For a while we used to have our brokerage firm send daily portfolio updates to our members via email to our BIVIO club name. That ...
The new Manifest Investing newsletter is available for everyone to view. It includes some ideas about some of those consumer discretionary stocks we all relate to and like to invest in. You can find the newsletter at this link: Manifest Investing Weekly Newsletter And, if ...
Laurie, I received the bulletin about the new rules - brokers having to report gains. Thanks for keeping us informed. Our club uses Firstrade.com which is not on the AccountSync list of brokers. Every month, after the statement comes out, I enter the information into ...
I suspect there is something else wrong here. If you're club has not made any investments yet, and has no income or expense, your unit value will not change. The number of units owned by each member will vary based on the dollar contribution each ...
At today's price, bivio investment clubs in total have in the neighborhood of a quarter of a million dollars invested in Netflix (NFLX). What do you think? Is your investment club discussing Netflix (NFLX)? Does your club own it? Is it priced for disaster? This ...
One of the sections in every 10-K and 10-Q report is the "Risk Factors" section. Companies are required to give an honest assessment of factors which might impact their business results. I sometimes find reading them is like reading the disclaimers in magazine drug advertisements. ...
In honor of Halloween, we're going to give out treats. Show us where you or any of your investment club members have linked to http://www.bivio.com on your websites or blogs and we'll credit your club account with $10 in bivio bucks that you can apply ...
Capital gains reporting by brokers begins with the 2012 tax year. Ira Smilovitz In a message dated 10/31/2011 10:09:27 A.M. Eastern Daylight Time, laurie@bivio.biz writes: Starting this year, a new tax program is being phased in which requires your broker to report your capital gains ...