The Motley Fool

AUGUST 4, 2024

Seven months later, the leading iShares Bitcoin Trust ETF (NASDAQ: IBIT) has built a portfolio of $21.7 All in all, crypto should play a supporting role in a diversified investment portfolio. In my case, for example, direct crypto holdings and Bitcoin ETFs account for less than 5% of my total investment portfolio.

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The Motley Fool

MARCH 28, 2024

Let's check out why Celsius looks set to energize your portfolio. As such, the stock could be a long-term winner and help energize your portfolio. 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.

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The Motley Fool

AUGUST 24, 2024

While the Trust continues to own stakes in more than two dozen companies, 83% of its portfolio was comprised of just four stocks at the close of the second quarter. Given Berkshire's portfolio of profitable businesses and successful stock holdings, it isn't surprising that the Trust continues to keep so much of the stock on hand.

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The Motley Fool

JULY 18, 2024

Among these various funds, the Vanguard Total Stock Market Index Fund ETF (NYSEMKT: VTI) stands out as a comprehensive option for investors looking for a diversified stock portfolio without the hassle of performing extensive due diligence and frequent monitoring. Image source: Getty Images.

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The Motley Fool

MAY 18, 2024

When it comes to building a portfolio, it is smart to first build a foundation with exchange-traded funds (ETFs) and/or index funds. 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.

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Portfolios Exchange-Traded Funds Returns Funds 245

The Motley Fool

MAY 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. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $580,722 !*

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The Motley Fool

AUGUST 24, 2024

Portfolio composition and yield The iShares Core Dividend Growth ETF's portfolio composition reflects management's emphasis on quality. Retirees or income-focused investors can benefit from the regular cash distributions, using them to supplement their income while maintaining exposure to a diversified portfolio of dividend growers.

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The Motley Fool

AUGUST 10, 2024

Ackman discloses his portfolio holdings quarterly with the SEC , and it's typically highly concentrated. Currently, he has about 60% of the portfolio invested in just three companies' stocks. Investors may be better off waiting for a pullback in the share price before adding the stock to their portfolio.

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The Motley Fool

JULY 19, 2024

However, nowhere near enough credit for Berkshire Hathaway's long-term success is given to Buffett's penchant for portfolio concentration. Even following two consecutive quarters where Buffett and his crew lightened their load on Apple , this top holding still accounts for more than 43% of Berkshire's investment portfolio.

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The Motley Fool

MAY 10, 2024

While the healthcare REIT has a fairly well-diversified portfolio, it has become a tale of two portfolios. It's the best of times for its international portfolio and those in the U.S. They've also overshadowed the underlying strength of the rest of its portfolio. billion of assets at the end of the first quarter.

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The Motley Fool

FEBRUARY 20, 2024

When building a successful portfolio it is important for you to have a strong core. Core positions of your portfolio should be safe, reliable, and consistent. In today's video, I cover five dividend stocks that show all these qualities and more. One of those core positions is Microsoft (NASDAQ: MSFT).

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The Motley Fool

MAY 5, 2024

Warren Buffett's company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , holds dozens of different stocks in its portfolio. Given his admiration for the stock, it's hard to imagine any other investment could take the top spot in Berkshire Hathaway's portfolio. of the portfolio's total weight, it's barely hanging on to the No.

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The Motley Fool

AUGUST 26, 2024

By the end of this analysis, you'll have a clearer picture of whether Nvidia deserves a place in your investment portfolio. 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.

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The Motley Fool

MAY 9, 2024

Among them, the Vanguard Total Stock Market ETF (NYSEMKT: VTI) stands out as a one-stop shop for investors seeking a diversified stock portfolio. Its low costs, broad diversification, and solid track record of returns make it a suitable core holding that can serve as a complete stock portfolio. Image source: Getty Images. stock market.

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The Motley Fool

AUGUST 9, 2023

It's the type of investment you would expect to see in the billionaire investor's portfolio. But while Amazon is now in Berkshire's portfolio (accounting for a very modest 0.4%), Microsoft still isn't -- and might not be, at least as long as Buffett is running things. Here's a closer look at why that is. At around $2.5

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The Motley Fool

JUNE 17, 2024

While this might sound like a well-diversified portfolio, that couldn't be further from the truth. Buffett and his top investment aides, Todd Combs and Ted Weschler, oversee a highly concentrated portfolio. billion) of the $388 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in three magnificent stocks.

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The Motley Fool

JUNE 18, 2024

With that in mind, Tepper had nearly 25% of his Appaloosa portfolio invested in three artificial intelligence stocks as of the March quarter: Amazon (NASDAQ: AMZN) accounted for 10%, Microsoft (NASDAQ: MSFT) accounted for 8.7%, and Nvidia (NASDAQ: NVDA) accounted for 5.9%. That makes Tepper an excellent case study for investors. Nvidia: 5.9%

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The Motley Fool

JULY 30, 2024

With this background in mind, here's a brief overview of 10 of the best ultra-high-yield dividend stocks to consider as part of a long-term portfolio. Dow's diverse product portfolio serves various industries, but its performance is often tied to global economic cycles. Image source: Getty Images.

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The Motley Fool

JANUARY 7, 2024

When the risk associated with any individual stock in your portfolio is high, spreading out your investments is essential. The top three stocks in my portfolio make up 32% of the total value. IBM IBM has been in my portfolio for a long time. Ideally, the few big winners will more than offset the many losers.

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The Motley Fool

AUGUST 17, 2024

At the end of the second quarter, Serve represented less than 2% of Nvidia's AI-focused portfolio. 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.

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The Motley Fool

SEPTEMBER 7, 2024

of holdings Nvidia (NASDAQ: NVDA) may well be the standard bearer for the AI revolution, so it's only natural it would figure prominently in Laffont's portfolio. Artificial intelligence stock No. 4: Nvidia -- 6.6% Laffont now owns roughly 13.8 million shares worth $1.7 Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

JULY 7, 2024

billion portfolio of publicly traded securities. of Berkshire Hathaway's portfolio Snowflake (NYSE: SNOW) developed its Data Cloud to help businesses aggregate their critical data onto one platform, where it can be analyzed more effectively to extract its maximum value. of the conglomerate's stock portfolio. Snowflake: 0.2%

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The Motley Fool

FEBRUARY 7, 2024

So far, most of their investments have been individual growth stocks, but as their portfolios have increased in value, it's time to diversify their holdings with exchange-traded funds ( ETFs ). Here is a look at the two Vanguard funds I plan on adding to their portfolios soon. My preferred ETF provider is Vanguard.

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The Motley Fool

AUGUST 2, 2024

Warren Buffett manages a massive portfolio for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). By far the largest equity holding in the portfolio is Apple (NASDAQ: AAPL). As of this writing, Berkshire's equity holdings total around $400 billion. Should investors buy Buffett's biggest holding?

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The Motley Fool

MARCH 27, 2024

stock portfolio is in Apple (NASDAQ: AAPL) stock, and there's a lot we can learn from how Warren Buffett has acquired and held this position for nearly a decade. Over half of the Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.A) The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

APRIL 28, 2024

In his fund, Pershing Square Capital Management, Ackman invests 36% of his portfolio in two well-known restaurant stocks. 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.

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The Motley Fool

MAY 24, 2024

But the one factor that deserves far more credit than it's given for Berkshire Hathaway's otherworldly returns over the past six decades is portfolio concentration. billion) of the $378 billion portfolio Warren Buffett oversees is invested in just five stocks. Apple: $149,766,876,019 (39.7% Bank of America: $40,529,112,715 (10.7%

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The Motley Fool

MAY 22, 2024

A 13F provides a portfolio snapshot that allows professional and everyday investors an under-the-hood look at what Wall Street's most-admired investors have been buying, selling, and holding. What follows is a comprehensive breakdown of the Oracle of Omaha's portfolio at Berkshire Hathaway. billion portfolio.

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The Motley Fool

MARCH 8, 2024

But if there's one catalyst to Buffett's undeniable investing success that doesn't get nearly enough credit, it's his penchant for portfolio concentration. Based on closing values from March 1, 78% -- $290 billion -- of the $369 billion investment portfolio Warren Buffett oversees at Berkshire Hathaway was invested in only six stocks.

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The Motley Fool

APRIL 7, 2024

One of the best things you can do when investing for retirement is to have a well-rounded portfolio. Having a well-rounded portfolio reduces risk and positions investors' portfolios to provide better long-term returns. A truly well-rounded stock portfolio should include international companies.

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The Motley Fool

JUNE 5, 2024

Microsoft (NASDAQ: MSFT) accounted for 34% of the portfolio. accounted for 16% of the portfolio. Waste Management (NYSE: WM) accounted for 16% of the portfolio. As of the first quarter, the BMG Foundation Trust had 66% of its assets invested in just three stocks. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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PE Hub

NOVEMBER 7, 2023

The portfolio comprises 20 limited partnership interests, a majority of which are North American but also includes European buyout funds. The post Ardian scoops up $2.1bn portfolio from CPP Investments appeared first on PE Hub.

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The Motley Fool

APRIL 20, 2024

In this video, I will review Nelson Peltz's Trian Fund Management portfolio and talk about the two stocks that comprise 50% of the portfolio. 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.

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Portfolios Investing Returns Funds 246

The Motley Fool

APRIL 19, 2024

You'll often find the Oracle of Omaha and his closest investment aides, Ted Weschler and Todd Combs, adding brand-name, time-tested companies to Berkshire's portfolio. But something else worth noting is just how important portfolio concentration has been to Berkshire Hathaway's long-term success. Berkshire Hathaway CEO Warren Buffett.

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The Motley Fool

MAY 3, 2024

Although extensive books have been written discussing the "recipe" Buffett has used to grow his wealth and that of Berkshire's long-term shareholders, the one factor that's arguably played the biggest role in his investment success is portfolio concentration. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool. Apple: $153.3

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Private Equity Info

JANUARY 23, 2024

Access untapped M&A deal flow by searching for aged private equity-backed portfolio companies that may be seeking an exit.

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The Motley Fool

JULY 12, 2024

While this strategy places a lot of emphasis on value stocks, the occasional growth stock does wind up in the 44-stock, $410 billion portfolio Buffett and his team oversee at Berkshire Hathaway. billion) of the $410 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in four top-notch AI stocks. Apple: $183.9

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