There were some interesting questions that came up during Saturday's Webinar on Benchmarking Your Portfolio. One person asked whether it was a good comparison when their financial advisor gave them a rate of return he'd achieved for their investments and gave them, as a comparison, ...
Congratulations to Benjamins Babes from Greeley Colorado! You were the winners of a 1 year bivio subscription in the drawing held on Saturday for the tax season Gold Star Clubs. Congratulations to all clubs who completed an audit and their 2009 taxes successfully and entered ...
When our club did the sync from NIAC Accounting to Bivio everything went fine except for one member. The member has withdrawn from the club but showed up as an active member. When we attempted to correct, then this member was OK but other withdrawn ...
I know this topic seems to be discussed a lot but I wanted to ask a couple specific questions. One of our members is withdrawing and our bylaws state the valuation date of the members account is the first meeting following the written notice of ...
Hi Everyone, Just a reminder that the ManifestInvesting Challenge Club meeting is tonight, online, at 8PM EDT. All are invited to attend. You can listen or actively participate in the stock picking discussion. Tonight we'll be discussing two stocks which were the topic of online ...
As holder of this volatile stock we are very interested in any potential liablility for the spill from this company. Everything I have read says it is not a RIG problem, however all seem to be blaming each other now. Does anyone have some facts ...
Hi Everyone, Saturday is a big day. We'll be doing the free subscription drawing for the clubs that earned a gold star for successfully completing the tax season. And..... We'll do a short webinar on Benchmarking Your Portfolio. The fun starts at 2PM EDT. It's ...
If you start paying more attention to benchmarking your portfolio and keeping track of your relative return, you will probably see that the longer the time period you evaluate, the harder it is to beat your benchmark. If you do beat it, it may be ...
So apparently, when I went out to get the mail yesterday, one of my trustworthy, doesn't keep me awake at night stocks, P&G, decided to go bungee jumping. I guess there's never a dull moment when making investments. Hopefully this was the end of the ...
I've noticed that sometimes the valuation report includes the "Percent of Total" column and sometimes it does not. Does anyone have an explanation for this? Thanks!
I know this has been discussed (maybe endlessly) and I have a BI article from February 2006, "Handling Member Departures" paragraph 4 but particularly the red, yellow and green chart. The last "green" item, Pay withdrawing members by transferring appreciated stock to them indicates the ...
Hi all, we had a great club meeting last night, amid all the market turmoil there was some spirited debate going on. Then in "any other business" at the end of the night, one member announced he was leaving the club because he felt he ...
Sometimes life is disappointing. You work hard and try to do the right thing and sometimes something unexpected and damaging that is out of your control happens and wipes out or undermines your progress. So you have to decide, do you go forward or change ...
The valuation report is an important report for your club to use to communicate the value of the club's assets to everyone. It is, however, a terrible report to look at to use for any sort of decision making about investing. Particularly seductive to us ...
Hi Laurie! I have been enjoying the Club Cafe conversations, but would like to request you take my name off the Club Cafe Email list - I am receiving so many emails and I share this email address with my family that the sheer volume ...