Good Morning Everyone, Just a reminder that tonight is Dashboard Diagnostics. Mark Robertson of Manifest Investing will be diagnosing the portfolio of a professional fund manager, Whitney Tilson. It's a great opportunity to compare how you're managing your portfolio to how he is managing his! ...
i found that the bivio solftware does indeed know whether a dividend is qualified or not. so i guess i just put 'dividend' and it does the rest. i found this on a dec 2004 post. I guess you guys were just tired of that ...
Our bank suddenly imposed a new large user fee for our club. As a "business account", they charged us $53.67 for deposit slips, and will probably charge when we have to order new checks. Is this happening to other clubs, and how are they dealing ...
does bivio software determine whether a dividend is qualified or not? apparently it has to do with length of stock ownership. do i have to determine that? some of my dividends generate as dividends and others as qualified dividends. i think i've been using the ...
i think i forgot , halfway thru the year, to call my qualified dividends qualified. they a re listed as 'dividend". Or did the ex-dividend determine that? i haven't studied the list enough to recognise if there are some who should not be on the ...
Ok, I know I have asked a similar question in the past but I'm going to ask again in a different way and hopefully some of you guys can give me some advice on a better or more efficient way to do this. Our club ...
The name of the club whose portfolio is being used as our demo portfolio tonight is Cents and Sensibility. Don't you find club names like this compelling? They make me want to start a conversation with the members because I am sure to find out ...
Our Club purchased 5 books to 'sell' to new members. When a book is sold, can I enter a deduction of the expense? It is certainly not Income, is it ? Also, I need to know why the Bivio Records in my accting, many times ...
Hello, Does any one know why the Whitholding Taxes are not presented on the Balance Sheet as an Account Receivable? Also, I pay VAT tax on brokerage commissions, and these are also an Account Receivable, but with Bivio they only get recorded as an Expense ...
I need help regarding the Allocate per Partnership Exception check box if I check the box, the expense gets allocated in relation to each member % of the total investments of the fund? if left un checked it allocates EQUALLY to every body so if ...
Many years ago when my club started, we were a bit intimidated by two things. One was the "official", bureaucratic steps we had to go through to set up our club partnership. The other was the thought of coming up with a clever name. As ...
At tomorrow nights Club Meeting Meeting webinar we'll be discussing the Portfolio of a club whose Relative Return was enhanced when they transferred appreciated stock to withdrawing members. How could that be? Register now to join us and find out! It's free and everyone is ...