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 ...
I am the treasurer of an online investment club in it's second year. Because we have members in multiple states I put almost everything online so that any member can look and see everything that is gong on. All of our communitcation is through our ...
I was just looking over the latest Bivio Club Index holdings and I noticed that the unit value of the Club Index is around $6.50 (11/28/09). Given that the default unit value for clubs at inception is $10, does this mean that the Club Index ...
Hi all, I'm the treasurer of my club and I am used to fielding questions on Unit Value. But yesterday one came up and I couldn't answer it. Our club started at $10 and current unit value is $26. So I proudly said that we'd ...
BRP merged into BTM and BTM.IC. For every ADR of BRP we got 1.516028 ADRs of BTM and 0.860033 ADRs of BTM.IC 325 BRP is now 492 BTM and 279 BTM.IC There will probably be some fractional cash, but I won't see that until the ...
As treasurer of our investment club, I renew our Bivio subscription using my personal credit card. Would it be appropriate for the club to reimburse me by internally transferring these funds from the club account to me as a personal monthly payment? And, if so, ...