The Motley Fool

JANUARY 29, 2024

Moreover, index-tracking ETFs tend to come with no transaction fees and absolutely minimal annual management fees -- in the spirit of Jack Bogle. Horton's near-term prospects are better than they might seem. And its long-term prospects remain as strong as ever. economy showing strength, I think D.R.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

JANUARY 25, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The traditional 60-40 portfolio lost value, down 3%. Our portfolio consists of over 230 companies. and our prospects are very strong.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

APRIL 28, 2024

It's an interesting income-generating prospect all the same, currently yielding right around 10%. This ETF's actual effective management fee is a mere 0.4%. That's the VanEck BDC Income ETF (NYSEMKT: BIZD). Never heard of it? If not, you're not alone. It's a bit off the beaten path, to say the least! Don't freak out, though.

Exchange-Traded Funds 100

Exchange-Traded Funds Business Development Companies Taxes Stakes 100

The Motley Fool

JUNE 26, 2023

An ETF sounds like a great choice -- with one investment you basically buy a portfolio of companies that could benefit from AI without the need to do any of your own homework on the companies in the ETF. The two Global X ETFs have management fees just a touch under 0.7%. Compared to actively managed funds, those fees are modest.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Assets Prospects 130

The Motley Fool

MAY 10, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $543,758 !*

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

FEBRUARY 23, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The 10 stocks that made the cut could produce monster returns in the coming years. And now, I'll turn the call over to Main Street's CEO, Dwayne Hyzak.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Private Equity Wire

FEBRUARY 29, 2024

With no fund, there are no formal requirements on investment policies and restrictions, or portfolio construction and diversification. The flip side for investors is that they are forced to assume their own losses – there is no netting off of carry across the portfolio on bad deals like there is for a fund.

Due Diligence 81

Due Diligence Prospects Capital Funds 81

The Motley Fool

JULY 20, 2023

With our portfolio of over 230 companies, 12,000 real estate assets, and one of the largest lending businesses in the world, we believe that we have more information than just about anyone competing with us. We've been using AI to help improve operations and our portfolio of companies as well as at Blackstone itself.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Was this helpful?

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. We saw a 19.3%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

APRIL 30, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. As you think about all these comments, we're super excited where we are with the business and the prospects for the future.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

APRIL 18, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And there is an additional $50 billion in prospective future development pipeline. Blackstone is well-positioned against this evolving backdrop.

Assets 130

Assets Banks Debt Capital 130

The Motley Fool

APRIL 29, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

AUGUST 3, 2023

Rent collection for IIPs operating portfolio was 97% for the quarter. Ben will provide more detail on that project and the status of leasing for other projects in our portfolio. I'd like to now turn the call over to Ben to discuss our investment and portfolio activity in the second quarter. million rentable square feet.

Debt 189

Debt Capital Legal Portfolios 189

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

MAY 14, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And then my follow-up question is on our investment portfolio. Consider when Nvidia made this list on April 15, 2005.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

FEBRUARY 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And as a result, investment management revenues were down quarter over quarter. billion of at-risk loans are maturing over the next two years.

Debt 100

Debt Capital Assets Banks 100

The Motley Fool

FEBRUARY 21, 2024

Before I turn the call over to the team, I wanted to provide a short summary on our 16-company Medici portfolio, a noncore asset that many holders have requested an update on. As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio.

Assets 130

Assets Banks Portfolios Companies 130

The Motley Fool

FEBRUARY 6, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Leveraging 130

Leveraging Assets Debt Shareholders 130

The Motley Fool

JULY 14, 2023

Credit normalization is happening faster in retail services given the profile of the portfolio. personal banking, and revenue from the investment portfolio was more than offset by declines in markets, investment banking, and wealth, as well as the revenue reduction from the closed exits and wind-downs. We maintained a very strong $2.4

Banks 130

Banks Capital Investment Banking Investment Banks 130

Pension Pulse

JUNE 15, 2023

The Plan returned (2.3%) in 2022 net of management fees, exceeding the policy benchmark by 5.2%. CAAT continues to focus on long-term returns, so our members can be confident their retirement savings are backed by a strong track record of prudent management to fulfill every pension dollar promised.

Hedge Funds 52

Hedge Funds Assets Funds Portfolios 52

ClearMoney

JANUARY 4, 2022

For investors worried about the impact of inflation on their portfolios, it is important to remember that US stocks since 1991 have generally provided returns that outpaced inflation. Concentrating your portfolio in a few hot stocks or cryptocurrencies—like focusing on any small number of holdings—can expose investors to substantial risk.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Indices are not available for direct investment. and top 87.5%

Debt 52

Debt Returns Mutual Funds Capital 52

The Motley Fool

AUGUST 2, 2023

Our FlexGuard suite has reached $15 billion of sales over the past three years, and our fixed annuity sales in the quarter represented over one-third of new business as we innovate our portfolio of annuity solutions to meet customer needs. We're very pleased with our results in Brazil and quite optimistic about our prospects.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

FEBRUARY 22, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Before turning it over to Leo, I'll conclude with a few takeaways from 2023 and why I'm so optimistic about eXp's prospects in 2024 on the next slide.

Legal 100

Legal Management Fees Leveraging Companies 100

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Indices are not available for direct investment. and top 87.5%

Debt 52

Debt Mutual Funds Capital Assets 52