small investment club 6 members one on leave of absent. Have 10 stocks one mutul fund most of the work is done by me. I want to hold on to the stocks. Any suggestions? Jennifer
I 'm the treasurer of a 12-yr old investment club that has just started a 3-month trial run in bivio (which we expect we'll join permanently). For treasurers who have used bivio for a while, I have three questions: 1. (a) Are members' payments automatically ...
CLWR issued Rights on 12/31/2009 that were not synced to Bivio this morning. These rights were issued to shareholders to purchase additional shares at a certain price in the future and trade under the symbol CLWRR. I assume I will have to manually enter them ...
Help please!! I received this note from our old treasurer. I am not an accountant and do not know about investing, so I guess I need to know how do I fix this? I have looked at the TDAmeritrade a/c on the website and we ...
Hi Everyone, Mark Robertson has provided a fun holiday activity that those of us who like to talk about stocks might like to participate in. You might even find it fun to include in your activities as you gather with friends and family. In the ...
A number of you may have been aware of our 2-for-1 Black Friday sale ($89 for a two-year subscription) that concluded a couple of weeks ago. We want the bivio community to know that MANIFEST is offering a limited-time offer of $49/year for up to ...
All, Our new club has a checking account with a debit card that we've used for club expenses (so far, only our BIVIO license). On our banking statement there is a separate account and line item for the debit card payment to BIVIO, followed by ...
I did search and read comments by Lynn O and Jerry D, from 2000 and 2009. It also seems Fidelity Bond used to cost $40 and now costs $80 for a small portfolio under $20K. I'd like to present more details to my club, so ...
I am registered with Bivio for one club. My other club joined Bivio and sent me an invitation, but I never got the request for the access code and I can't see it on my ddrop down list. How do I get registered with two ...
We're beginning another monthly series entitled, Dashboard Diagnostics. The series will feature analysis, tips and tricks for portfolio design and management and will spotlight actual club portfolios. In our December pilot, we'll take a look at "Better Know Your Dashboards," as we take a break ...
The bivio dozen has been updated at: www.manifestinvesting/dashboard/12218 These are the stocks with MANIFEST rankings of 100 essentially the top 1% among the companies that we follow based on the combination of projected return (PAR) and quality rating. New Arrivals: Northern Trust (NTRS), Medtronic (MDT), ...
Ira or Rip, If found an MLP (Master Limited Partnership for the rest of you) that I am interested in buying. Is there any special paperwork that I would have to deal with at tax time if I were to buy it for my taxable ...
Is there a way for me to enter covered call transactions manually? Our club sold some options and I would like to enter them. Any help would be appreciated. Or is the only option to upgrade our club's bivio subscription? Thank you. Michael
Received this E-Mail from TD Ameritrade As part of a year end review you may want to analyze gains versus losses in your taxable invesrtment accounts for 2009. This year taxpayers in the 10% or 15% tax bracket may take advantage of a 0% capital ...