Sounds great Larry.A Beating the index for long periods of time is not an easy thing to do. We're always glad to hear about club successes.A I'm sure everyone would also be interested in hearing your thoughts on the reasons for your success if you'd ...
Here's an interesting analysis of the recently reported Amazon earnings numbers.A It directly relates to our discussion recently about how earnings numbers are often "adjusted" in various reports.A In this case,A there's a lot to learn and consider from understanding what the adjustments were.A They ...
What do you know? CNBC was on in the background this afternoon and it turns out Roy Chastain, frequent contributor to this list, was a guest. How Main Street is Playing Wall Street Way to go Roy! Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
Mark and the rest of you will be glad to hear that the club I mentioned yesterday has agreed to let me share more information about them.A The club is the Investment Disciples from the state of Washington. It turns out that QPRR is not ...
I loved this quote from Morgan Hausels recent article: "The reason you make money in stocks is because you're willing to hold assets where the future is unknown, bad things can happen, and outcomes are uncertain. There is never -- ever -- such thing as ...
In a partial withdrawal there are no tax consequences unless you take more than your tax basis. Basis is contributions plus amounts previously taxed on. When you sell the stock you may have a gain or loss depending on the cost basis of the stock. ...
This is a really good article explaining some of the reasons you need to understand the data you use for stock selection. http://www.wsj.com/articles/why-companies-results-may-vary-1429867803 Mark Eckman
Some of you have owned shares of stocks in your investment clubs that have been "Delisted".A This doesn't mean the company is bankrupt, but may mean you should be concerned.A Here's a good discussion of what delisting is: What Happens When My Stock Gets Delisted? ...
Our friends at Manifest Investing shared this and I thought many of you would enjoy it also: a€‹ Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A ...
As we've been discussing recently,A you can output many of the bivio reports directly to a spreadsheet.A Jay and some of the others of you had an interest in being able to use that capability to sum up all the dividends they had received from ...
If Investment club is registered in Ohio, do they have to file for Ohio state tax? is there any form similar to federal 1065 for Ohio? If yes can you point link to form number and download site? Thanks
The IRS does not determine cost basis. The broker reports it based on tax law. They do not always do it correctly so there is a column on IRS Form 8949 for adjustments when necessary. Cost is the price of buying stock including commissions and ...
I am just wondering how Bivio and the IRS determines cost basis with the brokerage commission when buying and selling stocks. Is the commission amount part of the cost basis when you buy a stock, and when you sell is the commission deducted from any ...
I suspect there are many in this crowd who, like me, consider themselves do-it-yourselfers.A After all,A that's what bivio is.A A program you can use for do-it-yourself investment club accounting and tax preparation. Anybody have any thoughts on the Etsy IPO?A Do you buy or ...