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club_cafe: Re: Stocks/Industry Groups
For a fast education on industry sectors I suggest going to AMEX.COM. They have a section on S&P sector funds and they show a listing of the companies that make up each sector. ALSO > Thanks to everyone who contributes to the Bivio thread. This ...
1 message
club_cafe: mutual funds
Believe it or not we get into this discussion very frequently. We have given serious consideration to the following: 1) Sector funds that would get us exposure in an area we are not familiar with (biotech/natural resources) 2) Exchange traded funds to garner the above, ...
1 message
mutual funds
A member of my stock club is suggesting the club switch to studying and investing in mutual funds, instead of individual stocks. Please discuss the pros and cons of this idea.
2 messages
club_cafe: NCA v1.04 and Bivio
I believe NAIC no longer supports v1.04 - if that is the program that still resides on your hard drive. I myself ran parallel for most of 2002. I finally dropped NAIC as I became totally frustrated with the new NAIC web based product. I ...
7 messages
Stocks/Industry Groups
Our club wants to focus on one sector or industry group each month and have each member research stocks in that group. Depending on what site you look at, most people put stocks in 10 or 12 sectors and a 100+ groups. We want to ...
4 messages
club_cafe: NCA v1.04 and Bivio
Jim, I believe there are at least three additional issues with regard to continued use of NCA1.04 which may or may not be relevant to you. 1) no provision for equal allocation of expenses 2) no charitable contributions 3) IIRC, there is a problem with ...
1 message
NCA v1.04 and Bivio
Will I run into any problems if I continue to use NAIC Club Accounting v1.04 to do data entry into 2003 and then upload this data to bivio to do reports? If that's OK, is there some reason I can't continue doing this basically forever? ...
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Joining existing club
Looking to join an existing club. Any clubs that need new members? >From: IraS1@aol.com >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: club_cafe@bivio.com >Subject: Re: club_cafe: Final Income Tax Return - Termination of Club >Date: Fri, 24 Jan 2003 15:56:01 EST > >If your club terminated on ...
2 messages
club_cafe: Re: Joining existing club
Thank you but too cold for a Floridian. Good luck! >From: "Garbagecop" <garbagecop@foxinternet.net> >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: "The Club Cafe" <club_cafe@bivio.com> >Subject: Re: club_cafe: Re: Joining existing club >Date: Mon, 27 Jan 2003 16:57:06 -0800 > >Sharon, it might help if we knew ...
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Withdrawl Date Error for Member
I am needing some assistance in correcting the date of a member's withdrawl from the club. We didn't go online with Bivio until earlier this year so when we put in some of the information from the beginning of the club one of the members ...
2 messages
short sales
Does anyone know if Bivio and handle a short sale and how to record it.
3 messages
Account sync. problems
Our club recently experienced a reverse split in one of our investments(Palm Inc.) Although we are subscribed to account sync, this holding has remained as before the split, why?
2 messages
Final Income Tax Return - Termination of Club
Hello, Unfortunately my club is terminating. I will file our final return and forms and check the final box on both the return and K-1's. Is there anything else that I need to do beside the above? Is there anything that I need to do ...
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NJ Investment Club Partner Fees
S1770 passed the NJ Senate this afternoon 36-0 exempting investment clubs with less than $35,000 in assets/member from the $150/member partner fee adopted last year. Ira Smilovitz
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club_cafe: NJ Investment Club Partner Fees
Lynn, Once you take back this miserably cold weather we've been having in NJ, you'll have nothing to worry about. <g> Seriously, this is only relevant to NJ based investment clubs. If a NJ club has more than (# Members)*$35,000 in total assets as of ...
1 message