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Messages - ggnoob1337

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1
I'm doing the Fundrise Income eREIT for a test. Cannot say too much about it yet.

We are due our first dividend payment in mid-April.

So far so good, and hope this goes well for the long term.
Same. I have a little money in here. Missed out on their new Growth eREIT and not sure if I'll add any more money or not at this time.

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2
Investors - LC / Re: Automated investing - Bluevestment vs LR vs .....
« on: January 22, 2016, 03:36:20 PM »
LR is more built to do the picking for you IMO

LR has Folio, BV does not

Those are the differences.

Thanks.  LR has the same types of filtering abilities as BV, doesn't it?

Doesn't LR also have some sort of automated selling platform using Folio to allow for quicker "liquidation" of LC assets?  Anyone here used this?

Yes, you can do your own filters with LR. Personally, I just tell it I want notes with an estimated return of 14% or more.

3
BlueVestment / Re: Bluevestment to begin charging a fee
« on: April 15, 2015, 01:13:15 PM »
Here's the pricing information: https://bluevestment.com/#/pricing

4
LendingRobot / Re: New sign ups get an extra $5000 managed free
« on: March 30, 2015, 04:16:14 PM »
Thanks! I signed up with your link and now have $10k managed for free. Just in case somebody wants to sign up with my link, here it is: https://www.lendingrobot.com/ref/KgqKw948/

5
Is it sad I just realized you could download an XLS tax statement? Guess I didn't have to convert my PDF to CSV after all, but I did.

So the simple steps would be to download the XLS document, and then format a new CSV file with the information http://www.easytxf.com/ wants.

Quote
Your CSV file should have ONLY the following six (6) columns in this EXACT order:
SYMBOL, QUANTITY, OPENING DATE, OPENING NET AMOUNT, CLOSING DATE, CLOSING NET AMOUNT

Here are the first 10 lines of my CSV file:



Then you just do a quick convert at http://www.easytxf.com/ and import the TXF file into the software version of turbotax. So it only took me a few minutes to import all 357 lines of my Folio sales.

6
This problem would be easily solved if TurboTax would just allow you to import the write-offs from a csv file.  The data is in your notes file, whether you download the file or use the API.
I have read that the software version does allow this.  Cannot confirm personally however.

I use the software version for this reason...

I copy/paste my PDF into Excel to create a CSV. Done properly, everything copies over correctly and then I just delete the rows I do not need. Then using this website (http://www.easytxf.com/), I convert the CSV to a TXF file (you have to set up your CSV correctly for the conversion). I then import that file into the software version of Turbotax. It now only took me a few minutes to import about 14 pages of sold Folio notes.

7
Investors - LC / Re: UPDATED: Open est. at $23-$25 ??
« on: December 11, 2014, 10:52:47 AM »
Out at $25....maybe a fool for not letting it ride, but been burned before acting greedy.

I got out at 24.40. This was much more of a gain than I was even hoping for. Now back to index funds.

8
Investors - LC / Re: LC Share Allocation
« on: December 11, 2014, 09:46:43 AM »
I got 250 as well (out of my requested 350).

9
My "confirm indication of interest" is showing the price at $0. Same for you guys?

Finally got a new e-mail from Fidelity and logging in now shows $15 per share.

10
My "confirm indication of interest" is showing the price at $0. Same for you guys?

11
Well the main problem was there was no way to tell which account was which.

Ah yes, good point.  It would have been in the emails you received (along with the timestamp) but if those are gone you would be stuck.  Me, I always save account numbers to a txt file when I get them when opening new accounts.  That's saved my bacon on more than one occasion.

The strange thing is my IPO account has a lower account number than my regular account, even though I opened the IPO account a day or two later.  This makes me think perhaps they opened the accounts before we even selected a username.

I kept track of my account numbers as I opened the 2nd account, then renamed it to "Lending Club IPO".

I still have my original account open, but was able to look at my November statement to see the date the account was opened. So even if I was confused, I can see that one account was opened a day earlier than the other.

Now with this new pricing i need to decide if I want to add more money or not...

12
Does anyone know if you needed to have money invested in LC notes or just have an account with them to have been eligible for the DSP? I am asking because depending on how well the IPO goes I would want to be able to get in on some other similar companies like Prosper when the do an IPO. I currently have a Prosper account but have never bought any notes.

There is no reason to expect that other companies would follow any precedent that LC set with their DSP.

I agree that somebody like Prosper may not follow any precedent...but I will just say that I was invited to the DSP and my LC account does not currently have any money in it, but my Notes page does show 10 paid off notes.

13
Investors - LC / Re: Lending CLub IPO / pop or long term?
« on: November 26, 2014, 09:19:35 AM »
I'm not sure yet how much I'll invest, but I'm hoping for a pop. If there is a pop, I may just sell enough to get my money back and leave the profits in for long term.

14
I just got my e-mail. I opened a Fidelity account for this on Friday. I wonder if I have to open a new one still?

Quote
To be eligible to participate in the DSP you’ll need to open an account with Fidelity.  If you already have an account at Fidelity, you will still need to open a new account for this program. Opening an account is not a commitment by either you or Lending Club, but is merely a necessary step in order to receive additional information concerning the DSP when it becomes available.

I went ahead and created a new account because the "Click Here" link took me to a website that started with "https://ipo.fidelity.com". When I completed the account, I got this:

Quote
You have completed Step 1 of the Directed Share Program. You will be able to fund your new account directly from your bank once our review process has been completed - about 1 to 2 business days. Please add xxx.fmr.com to your address book or safe sender list to ensure you receive future emails from us. We will email you details regarding your next step.

Here's a link to the overall process:
https://scs.fidelity.com/misc/shares/pdf/participation-LC02.pdf

15
I just got my e-mail. I opened a Fidelity account for this on Friday. I wonder if I have to open a new one still?

Quote
To be eligible to participate in the DSP you’ll need to open an account with Fidelity.  If you already have an account at Fidelity, you will still need to open a new account for this program. Opening an account is not a commitment by either you or Lending Club, but is merely a necessary step in order to receive additional information concerning the DSP when it becomes available.

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