I have volunteered to form a High School investing club. The club will be a mock club for students to learn the fundamentals of investing. The high school students will follow and stock and I will be teaching the basics of investing. If anyone has ...
We owned 50 shares of KRFT which on 7/6/15 converted to KHC in a one to one exchange. In addition there was a $16.50 per share cash payout ($825 for us) paid. How do I account for this in Bivio? It may be classified as ...
a€‹ Looking for stock study ideas?A You can find a list of the top 50 stocks owned by bivio investment clubs here: Club Index Next to each one is a convenient Ticker Research link that will take you to lots of information you'll find useful ...
I was curious what some other clubs do about proxies. In our club, members who can't make meetings are very good at assigning their proxy to another member. The problem is that some times one member will end up with an inordinate amount of proxies ...
On July 24, 2015,A ATT (T) completed a purchase of DirectTV (DTV).A If your investment club owned DTV,A you received T stock plus some cash for your DTV shares. This type of buyout is called "non-taxable", because you don't owe gain on the difference between ...
David Sacks 7/22 I see you mentioned that your club has their brokerage account with Scottrade. May I ask what kind of monthly fee your club pays to Scottrade? Bill
If you owned shares in CTRX as of July 23,A you will find they are now gone from your brokerage account. Catamaran was purchased by Optum for $61.50 per share.A You can read the details here: Optum Purchase of CTRX In your bivio records, this ...
Good Morning Everyone, Our Ticker Research pages: Ticker Research Pages have been very popular with club members looking for a single source of links to information about their investments. We're proud to announce that to make them even more helpful, we've now integrated links to ...
Not without additional info manually entered. Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Deep Shikha <dshikha@stkate.edu> Date:07/23/2015 6:06 PM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: [club_cafe] Inv. question I am sure it has been discussed before, but I was ...
I came across this wonderful article by Jason Zweig of the Wall Street Journal and thought I would share it. Really thought provoking. http://blogs.wsj.com/totalreturn/2012/01/27/can-you-sum-up-your-investing-philosophy-in-10-words/ I especially like the one from Chris Davis, but he missed the BI principals: Invest regularly, re-invest earnings, invest in growth ...
Hi, Our club owns 100 shares of eBay (and now, 100 shares of Paypal). It seems that the spinoff transaction did not get imported from our brokerage account (at Scottrade). So, how do I enter the spinoff manually? Thanks!
Hello all- I'm in the process of setting up our club and we are trying to set up our operating procedures. We used the Bivio boilerplate operating agreement, with just a few small tweaks, and I'd like to do the same for our operating procedures. ...
Our club was thinking of buying the etf, XLF. Does anyone know if this poses an accounting problem in Bivio or any tax complications. Geetha Bala Luckshmy Investment Club.