I have to do a club presentation on IRR. I am putting together slides based on Laurie's Benchmarking presentation. At the bottom of the benchmark report are 3 numbers in bold. The number in the investments column is the total cash invested. The number in ...
The unrealized gain/loss column on a valuation report can be very seductive. However, it's probably best to try to avoid looking at it when you are making portfolio decisions. It tends to make you want to sell the stocks where you've lost money, (So you ...
It's pretty well documented that if you want to lose weight, it helps to keep a record of what you're eating and to weigh yourself regularly. If you want to go somewhere new, it helps to map out a route and follow where you are ...
After reading all the responses to Kimberly Hazen, I would like to know whether the clubs using Schwab also have investor checking or just write checks through the brokerage account. When we write checks, we have to call in to get the check images. Check ...
We use TDAmeritrade and it has been great. No problems writing checks, depositing electronically or transferring stocks when a person leaves the club. In a message dated 6/27/2011 7:25:51 P.M. Pacific Daylight Time, dcscoville10@gmail.com writes: Note: BAWBEESE INVESTMENT CLUB uses TD AMERITRADE, VERY HELPFUL On ...
* Please note, the sender's email address has not been verified. This is a good summary of some of the issues involved with owning investments in things such as MLP's and commodity ETF's. Laurie Frederiksen Click the following to access the sent link: WSJ.com - ...
Please share the answer with everyone. Thanks. Sent from my iPhone. On Jun 20, 2011, at 6:30 PM, Laurie Frederiksen < laurie@bivio.biz > wrote: Paul, Email us at support@bivio.com so we can discuss your account specifically. There is a question about the number of shares ...
In this months Dashboard DIagnostics session Mark Robertson from Manifest Investing will review a different type of "club dashboard". He'll discuss the stocks in the Manifest 40. These are the stocks most widely followed on Manifest Investing Dashboards. So how are they doing? It's a ...
The recording of the June Club Meeting Meeting is now posted at www.bivio.com/clubmm Some comments from the attendees: " Just a comment. Excellent presentation on Cash Flow. Easy to understand and grasp. Thanks" "Superb presentation on cash flow especially the analysis on SYY.showing the decline ...
Our club is allowing a member to have a custodial account. Is this the correct wording for the custodial account "John W. Doe, custodian for Jane E. Doe"
Hi Everyone, Just a reminder that this months Challenge club meeting will be held this Saturday (June 19) at 10 AM ET. It's online, it's free and everyone is invited. There's a lot to discuss. CSCO, ABAT, HOGS, AFL, QSII What are your thoughts? We'll ...
Laurie, I'm looking at our club's graph for Diamonds in the Rough. In the data below the graph the data only goes from 1/1/08 to 5/1/10. How can I get to the data after 5/1/10? Thanks much, Marlene Fondrick Diamonds in the Rough
I've gone through all the disbanding steps and printed withdrawal reports, but for some reason, bivio has adjusted cost basis amounts for the transferred stocks for one member, but the other members' adjusted cost basis are zero. I can't figure out why the disparity between ...