You're invited to join us for the March Dashboard Diagnostics meeting as Mark Robertson reviews the portfolio of a fairly new club. He will have suggestions and ideas you can use if you are developing a portfolio, either within your club or for yourself. Even ...
I am throwing this out to the club cafe as you have come up with such great suggestions before. Our club would like to have a watch list of stocks we have taken a look at but feel that now is not the time to ...
We are a new club and use the penny payment system on our deposits with TD Ameritrade. Is there a way for bivio to automatically assign the deposit to the corresponding member or do I have to manually assign the deposits each month? Mike
Mark Robertson has just posted the latest "bivio dozen", 12 stocks which meet the Manifest Investing criteria for high quality and high projected return. He also has published a great article showing the thought process used to "Challenge" one of the older holdings and replace ...
I am having trouble finding the link to the Manifest Investing special of $169/yr for a club membership for bivio clubs. I don't remember where I saw it. Was I dreaming? Is the special for new memberships only?
Is there anyway to dissolve a club, divide any proceeds and do all the tax filing requirements before 1/01/2011? I have made the Distributions. I have only one member an officer. Can not delete the last member. How do I do the last tax report.
I'm sure that someone has the answer to this. We have account sync with Bivio and sales were recorded automatically. The amount received (proceeds) and the number of shares sold are correct. My question. The realized gain or (Loss) for these sales in Bivio doesn't ...
The value shown on our club's Form 1065 - Schedule L - Line 8(d) is different from the total cost basis shown on the Schedule L attachment which lists all of our club's holdings. Both forms were created directly by the Bivio tax program and ...
Our treasurer advised us that we are supposed to file our individual k-1's with our personal taxes. It is my understanding that the treasurer files the individual k-1's with the 1065 and CA 565. Who is supposed to send the individual k-1's to the tax ...
Good morning everyone, I have updated all the Quest For Positive Relative Returns graphs through 1/1/2011 for clubs who requested them. You can find them through a link you will see on your club pages. If I have missed anyone or there are others who ...
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Our club is considering two investmetns that we want to be sure will not cause tax issues with our use of bivio software. could you tell me if REMX or GDXJ would cause a problem for us? Thanks.
Hello, Here is the situation: * The club has both New York and New Jersey members. * New York address was used to obtain TAX Id and for all investment purposes. Question: Is the club required to file both * New York (IT-204 Partnership Return ...
We just finished our club taxes . Just a few questions 1. should we consider E filing our federal taxes (1065) . Do clubs have that option ? 2. Is it an option to e file our state taxes ( NY )?. 3. Do we ...
Hi Everyone, Does your club buy stocks or manage a portfolio? Is "When should we sell?", a big question in your investment club, like it is in many clubs? Learning more about portfolio management is a way to help you get an answer to that ...