The Motley Fool

JANUARY 16, 2025

Buffett oversees a 44-stock, $292 billion portfolio at Berkshire Hathaway. The Oracle of Omaha has a $642 million "secret" portfolio One of the strategies Buffett has employed to grow Berkshire Hathaway over six decades -- beyond just being a long-term investor -- is to acquire businesses. Where to invest $1,000 right now?

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The Motley Fool

DECEMBER 13, 2024

In addition to its collection of partly and fully owned private subsidiaries, Buffett's company owns a portfolio of publicly traded stocks that's currently worth $300.5 Investors who dive into the breakdown of Berkshire's portfolio may notice that the portfolio is actually heavily concentrated around a relatively small number of holdings.

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The Motley Fool

DECEMBER 17, 2024

Ackman's activist investor strategy requires a highly concentrated portfolio. billion portfolio is invested in just three companies. See the 10 stocks Ackman's focus on long-term value makes all three of these stocks potential candidates for individual portfolios. As a result, over 45% of Pershing Square's $13.4 stock indexes.

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The Motley Fool

JANUARY 16, 2025

Sign Up For Free But while Buffett is best known as one of the luminaries of value investing, there are also some high-profile growth stocks in Berkshire's portfolio -- and some of these companies are in the forefront of the artificial intelligence ( AI ) revolution.

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The Motley Fool

FEBRUARY 4, 2025

Just this past year, Buffett sold over $134 billion worth of stocks from Berkshire's portfolio as he saw valuations of some holdings climb to a point where it no longer made sense to remain so heavily invested. of Berkshire's $303 billion portfolio as of this writing, and they may deserve a spot in your portfolio as well.

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Portfolios Stakes Investing Shareholders 234

The Motley Fool

DECEMBER 4, 2024

So should it be in your portfolio in 2025? The one that's on my radar right now is Bittensor (CRYPTO: TAO) , an artificial intelligence (AI) crypto token. It's up 30% over the past 30 days, and 137% for the year, so it's running neck and neck with Bitcoin right now. What is Bittensor?

Portfolios 246

Portfolios Exchange-Traded Funds Funds Investing 246

The Motley Fool

DECEMBER 14, 2024

In a recent clinical trial, cancer drug ivonescimab outperformed Keytruda, which has been a cornerstone of healthcare giant Merck 's portfolio for years, bringing in billions in revenue. The reason investors are valuing the company so highly is that it potentially has a huge blockbuster drug in its pipeline.

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The Motley Fool

DECEMBER 4, 2024

The difference is even larger when you look at portfolio size, with Realty Income's portfolio containing more than 15,400 properties and W.P. The market cap comparison is a cleaner one, since the portfolios of these two net lease real estate investment trusts are very different. Carey's just 1,400 or so.

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The Motley Fool

NOVEMBER 4, 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. Our innovative companion animal portfolio grew 15% operationally, while livestock grew 11% on an operational basis.

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The Motley Fool

DECEMBER 13, 2024

Here's why adding these stocks to a diverse portfolio looks like a smart move right now. Carey have been under pressure since the company spun off its office-building portfolio in 2023. The company leases its huge portfolio of 1,430 properties to around 346 tenants. Carey Shares of W.P. Carey stock offers investors a juicy 6.3%

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The Motley Fool

DECEMBER 14, 2024

Because of that, most investors likely would only want to own one of them in their portfolio. Pondering their portfolios Realty Income and NNN REIT have very similar business models. However, there are a couple of key differences between their portfolios. Realty Income has a much larger and more diversified portfolio.

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The Motley Fool

JANUARY 16, 2025

You don't have to build a fancy stock portfolio. Have you ever thought about setting up a portfolio with a promising mix of exchange-traded funds (ETFs)? This is a great starting point for any portfolio, providing a strong foundation and plenty of stability. There is absolutely nothing wrong with that approach.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Portfolios Stock Market 246

The Motley Fool

DECEMBER 12, 2024

But what investors are really eager to find out is if the company may have a GLP-1 weight loss pill in its portfolio in the near future. Eli Lilly's sales and profit growth has been impressive Eli Lilly has a solid roster of products in its portfolio already, with Mounjaro and Zepbound leading the charge.

Portfolios 246

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The Motley Fool

FEBRUARY 28, 2025

These are great dividend stocks to double up on right now, as long as that won't overallocate your portfolio to those positions. The REIT's portfolio of experiential properties (gaming, hospitality, and entertainment destinations) produces very stable cash flow. Vici Properties has many ways to continue expanding its portfolio.

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The Motley Fool

JANUARY 28, 2025

Here are three reasons Medtronic stock may make a great addition to your portfolio right now. What's particularly exciting in 2025 is Medtronic's embrace of artificial intelligence (AI) capabilities across its portfolio. With the stock still trading at 26% below its 2021 peak, there's a sense that the current rally is just beginning.

Leveraging 246

Leveraging Portfolios Returns Capital 246

The Motley Fool

JANUARY 9, 2025

of the total value of its portfolio. of the Vanguard ETF: Stock Vanguard ETF Portfolio Weighting 1. Portfolio weightings are accurate as of Nov. This spectacular portfolio of stocks comes at a very low cost. Those three names alone make up a combined 32.7% Apple 11.52% 2. Nvidia 10.68% 3. Nvidia 10.68% 3.

Exchange-Traded Funds 245

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The Motley Fool

DECEMBER 14, 2024

What should you do to keep your portfolio safe? Regardless of whether you think a market crash is going to happen next year, it's never a bad idea to periodically evaluate your portfolio to see if there are better investing opportunities to consider. Trying to time the market can result in you missing out on gains by waiting.

Exchange-Traded Funds 246

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The Motley Fool

DECEMBER 1, 2024

A properly diversified portfolio should contain at least 25 to 30 stocks, and not everyone has the time or interest to build a personally customized set of investments. Its three largest holdings are Apple, Nvidia, and Microsoft, but they comprise a larger percentage of the portfolio compared to the other ETFs on this list.

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Exchange-Traded Funds Funds Portfolios Returns 246

The Motley Fool

FEBRUARY 27, 2025

DigitalOcean has a growing portfolio of AI services to meet their needs, which includes data center infrastructure, access to leading third-party models like Meta Platforms ' Llama family, and a generative AI platform that allows customers to seamlessly create their own AI agents without any programming experience.

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The Motley Fool

JANUARY 23, 2025

What's the easiest way to build a diversified portfolio? Buffett's Berkshire Hathaway portfolio includes only two ETFs, with the larger stake in the Vanguard S&P 500 ETF. 31, 2024, the Vanguard Total Stock Market ETF's portfolio included 3,609 stocks. That's easy: Invest in exchange-traded funds (ETFs).

Exchange-Traded Funds 246

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The Motley Fool

DECEMBER 1, 2024

Looking beyond Berkshire Hathaway's public equity portfolio The Vanguard Mega Cap Value ETF is chock-full of excellent value stocks, many of which pay dividends. of Berkshire's public equity portfolio. trillion at the time of this writing, with its public equity portfolio valued at $298.2 Image source: Getty Images.

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The Motley Fool

DECEMBER 4, 2024

Ortberg's portfolio evaluation Another source of improvement in the investment narrative around the stock comes from Ortberg's evaluation of what businesses are core and non-core at Boeing. He was clear on the earnings call that he needs to streamline "the portfolio to do what we do well." Image source: Getty Images.

Debt 246

Debt Portfolios Investors Returns 246

The Motley Fool

FEBRUARY 12, 2025

Managing a portfolio of stocks isn't everyone's cup of tea. That doesn't mean you can't do it with your own portfolio of individual stocks. That edge is the smaller size of your portfolio -- you don't push stock prices around with your relatively small trades. You're not alone.

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Mutual Funds Investing Exchange-Traded Funds Hedge Funds 219

The Motley Fool

NOVEMBER 29, 2024

Investors who believe the company is still in the early stages of a long-term global opportunity could consider adding the stock to a diversified portfolio. In my view, shares of IBM within a diversified portfolio should continue to reward shareholders. The attraction of IBM today as an investment is its diversified tech profile.

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The Motley Fool

DECEMBER 12, 2024

With the right investment, it's possible to build a portfolio worth hundreds of thousands of dollars or more. 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.

Exchange-Traded Funds 246

Exchange-Traded Funds Stock Market Stock Market Funds 246

The Motley Fool

DECEMBER 13, 2024

Their administrators build a basket of stocks, and when investors purchase shares of the ETFs, they gain exposure to many stocks at one time, and for a fraction of what it would cost -- in both time and money -- to assemble the full portfolio themselves. Consider when Nvidia made this list on April 15, 2005.

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Mutual Funds Exchange-Traded Funds Stock Market Stock Market 246

The Motley Fool

JANUARY 22, 2025

of the total value of its portfolio. The ETF also assigns them much higher weightings than does the S&P 500: Stock Vanguard ETF Portfolio Weighting S&P 500 Weighting 1. Vanguard ETF portfolio weightings are accurate as of Dec. Apple 17.04% 6.86% 2. Nvidia 14.94% 6.51% 3. Microsoft 12.96% 6.27% 4. Broadcom 5.82% 2.13% 5.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Returns Funds 246

The Motley Fool

DECEMBER 11, 2024

Buffett's company Berkshire Hathaway owns several high-yielding stocks in its portfolio. of Berkshire's massive $300 billion-plus equities portfolio. Passive income can compound into vast sums of wealth and make money productive as investors wait for a stock to appreciate. We overpaid for Kraft." KHC Dividend Yield data by YCharts.

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The Motley Fool

JANUARY 23, 2025

In addition, Berkshire owns a stock portfolio worth about $300 billion. After backing out Berkshire's $325 billion in cash and the current value of its stock portfolio (about $296 billion), the market is only valuing Berkshire's operating businesses at $374 billion. Consider when Nvidia made this list on April 15, 2005.

Portfolios 246

Portfolios Accounting Stock Market Stock Market 246

The Motley Fool

JANUARY 31, 2025

But I also like to look over my existing portfolio to see how much money I've invested in my highest-conviction ideas. But after reviewing my portfolio, I realized I haven't invested new money in Airbnb stock in over three years, and it accounted for less than 2% of my portfolio's value. Buying a new stock is often tempting.

Portfolios 233

Portfolios Accounting Debt Investors 233

The Motley Fool

FEBRUARY 12, 2025

Warren Buffett oversees the vast majority of Berkshire Hathaway 's equity holdings, while fellow investment managers Todd Combs and Ted Weschler handle a small percentage of the $299 billion portfolio. Berkshire had 50% of its 41-stock portfolio invested in Apple as of December 2023.

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The Motley Fool

JANUARY 16, 2025

If you have some extra cash to invest right now, Berkshire's stock portfolio is a great place to look for inspiration. American Express American Express (NYSE: AXP) has been a constant holding in Berkshire's portfolio for more than 30 years. Where to invest $1,000 right now? Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

DECEMBER 23, 2024

million the company holds in common and preferred equity, PennantPark's $1.984 billion portfolio is spread across 158 investments. billion debt portfolio is first-lien secured. non-accrual rate, relative to the overall portfolio cost, as of Sept. For example, if you include the $234.1 To build on this point, all but $2.7

Companies 246

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The Motley Fool

DECEMBER 13, 2024

It's been a part of the Berkshire Hathaway portfolio for 30 years, and today it's the second-largest position behind Apple , accounting for 15.2% of the Berkshire Hathaway portfolio. Warren Buffett watchers know that American Express (NYSE: AXP) is one the investing legend's favorite stocks. of the total. Berkshire Hathaway owns 21.5%

Banks 246

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The Motley Fool

DECEMBER 14, 2024

Berkshire Hathaway , the conglomerate long headed by Warren Buffett, owns dozens of stocks in its massive public equities portfolio. One unstoppable financial stock with a 15% weighting in the Oracle of Omaha's portfolio has soared 58% in 2024 (as of Dec. Investors would be wise to look here for potential buying opportunities.

Conglomerates 241

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The Motley Fool

FEBRUARY 13, 2025

Realty Income is the largest net lease REIT, with a portfolio of more than 15,400 properties. Its portfolio extends geographically across North America and Europe, making it one of the most diversified REITs you can buy. And while times are tougher today, the REIT is well positioned to deal with the headwinds.

Assets 204

Assets Portfolios Investors Returns 204

The Motley Fool

DECEMBER 14, 2024

In fact, the company even has a portfolio of stock investments. The list of stocks in the portfolio is closely watched by Wall Street and includes names such as Coca-Cola (NYSE: KO) , American Express (NYSE: AMX) , Chevron (NYSE: CVX) , and Apple (NASDAQ: AAPL). Consider when Nvidia made this list on April 15, 2005.

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