As investment club treasurers, one of the most important things you need to have an understanding of is cost basis reporting requirements. Over the next few weeks, we're going to post a series of informational articles here that will help you become more informed about ...
Number 1 on Morgan Housel's Unfortunate Truths list.A I think about this a lot: "1. Saying "I'll be greedy when others are fearful" is much easier than actually doing it." There are lots of good things on this list to remind yourself of on a ...
Can anyone tell me how to email copies of a completed SSG6 to members who do not have the SSG6 program? I could convert them to a pdf. file when I had windows XP, but that no longer works with Windows 7 which I now ...
Thanksgiving is a day of stuffing ourselves with food, with gratitude and with good times shared with friends and family. Thank you for sharing your investing journey with us.A We are grateful for the opportunity to share your experiences with you.A We enjoy hearing from ...
Does anyone have shares in HP? Earlier this month, Hewlett Packard (symbol HPQ) split into two companies: HP Inc. (symbol HPQ) and HP Enterprise (HPE). My understanding from the documents issued by the company is that for every old (pre-split) share of HPQ, shareholders would ...
This is the info about getting the HPQ reorganization entered into Bivio. I have asked Laurie to do this for us. Susan. Sent from XFINITY Connect Mobile App Original Message From: laurie@bivio.biz To: club_cafe@bivio.com Cc: Sent: 2015-11-24 06:26:17 GMT Subject: Re: [club_cafe] Re: HP split ...
Pfizer (PFE) and Allergan (AGN) today announced agreement on a merger between the companies that, if everything gets approved,A should take place in the second half of 2016: Pfizer and Allergan to CombineA This is a tax inversion in which Allergan (an Irish company) will ...
What is the ramification of someone paying a lump sum for the year vs. the monthly dues style? For example - paying $600 in January and making the $50 a month payment on valuation date per month. Where would this lump sum be put kept? ...
The recording and presentation for Tuesday nights webinar about getting ready for tax season is now posted: Getting Ready for Tax Season - End of Year Tasks Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A ...
Did you ever think that you may be at an advantage as a small investor? You have opportunities to excel as an investment club that the big guys don't have.A Here's some of them: How You, The Amateur Investor, Can Beat the Pros Laurie Frederiksen ...
Gilead (GILD) is the second A most popular A stock owned by bivio investment clubs. Our friends at A Stockrover A have put together this comprehensive writeup about Gilead for you. It demonstrates how to use the information on their site to help you make ...
I was checking on our short term and long term capital gains agains our brokers report to make sure everything matched before I need to deal with taxes and found that DuPont either spun off or changed company names to Chemours Company and when we ...
Does anyone out there have a good spreadsheet to track Club stock purchased and if they are meeting the SSG performance by quarter/year. In bivio it will show your annualized return. I am looking for something that will show our club members if we are ...
I ran across this video by Bill Ackman recently and thought some of you might find watching it a good educational activity for your investment clubs.A I think he does a good job covering a lot of basic investing topics.A The information is presented very ...