The Motley Fool

FEBRUARY 26, 2024

As of the end of 2023, Ackman's portfolio had 18.5% Let's figure out what factors make this hedge fund manager bullish on Alphabet's prospects. Even after the stock's 57% rally in the last 12 months, I still think the situation is compelling for prospective investors. I view this as a huge vote of confidence in the tech titan.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Hedge Funds Portfolios Prospects 243

The Motley Fool

MARCH 28, 2024

The company can use some of its joint R&D efforts later on with other prospective customers. 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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Prospects Initial Public Offering Returns Companies 100

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.

Portfolios 264

Portfolios Conglomerates Consultants Consulting 264

The Motley Fool

APRIL 7, 2024

With Wood excited about the prospect of UiPath, the question is, does the stock deserve a place in your portfolio? As such, UiPath looks like a great name for growth investors to add to their portfolios. The stock is the fifth-largest position in the Ark Innovation ETF, representing about 5.8% of its holdings.

Portfolios 246

Portfolios Investing Enterprise Values Prospects 246

The Motley Fool

APRIL 9, 2024

But let's be real -- you can still find compelling individual stock prospects. Here are three stocks that are better suited than most for a retirement portfolio. Nu Holdings Last but not least, think about adding Nu Holdings (NYSE: NU) to your retirement portfolio before April comes to a close. It's not a household name.

Portfolios 244

Portfolios Prospects Taxes Accounting 244

The Motley Fool

MARCH 10, 2024

And over half of this charitable foundation's $42 billion portfolio is invested in these three dividend stocks. Microsoft ranks as the top holding for the Gates Foundation Trust by far, making up 33.98% of its total portfolio at the end of 2023. of the total portfolio. It makes up 5.14% of the total portfolio.

Portfolios 245

Portfolios Hedge Funds Investing Public Companies 245

The Motley Fool

FEBRUARY 12, 2024

Wood has 37% of her Ark Invest portfolio invested in these seven stocks. of her overall Ark Invest portfolio. If she's right, Coinbase should have tremendous growth prospects ahead. The electric vehicle (EV) maker is currently her second biggest position, comprising 6% of her overall Ark Invest portfolio. Probably not.

Portfolios 188

Portfolios Investing Prospects Stakes 188

The Motley Fool

APRIL 29, 2024

Berkshire Hathaway's stock portfolio consists of over 50 stocks covering many sectors. Visa accounts for less than 1% of Berkshire Hathaway's stock portfolio, but it's a company with a competitive advantage that gives it great longevity. However, one of the companies that I'm all in on is Visa (NYSE: V).

Portfolios 239

Portfolios Financial Institutions Shareholders Financial Services 239

The Motley Fool

AUGUST 17, 2023

Valued at more than $36 billion, the portfolio of the Bill & Melinda Gates Foundation Trust includes 22 holdings based on its most-recent filing, many of which are dividend stocks. The Gates Foundation uses the sizable passive income that the portfolio generates to help fund its prodigious philanthropic work. Meanwhile, its 3.6%

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Portfolios Prospects Shareholders Capital 246

The Motley Fool

JANUARY 15, 2024

This makes them top candidates to add to a portfolio when market conditions knock shares down a notch. For this reason, if there were a market pullback, I'd quickly review Home Depot stock because chances are business would be good, long-term prospects would be bright, and the investment opportunity would be timely.

Portfolios 246

Portfolios Shareholders Public Companies Prospects 246

The Motley Fool

APRIL 6, 2024

Don't let this catch you sleeping -- stay diligent and keep your portfolio primed for optimal performance. SPY Dividend Yield data by YCharts There's a strong chance that your overall investment portfolio will perform differently moving forward. The " Magnificent Seven " have catalyzed market indexes as they left other stocks behind.

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Portfolios Funds Mutual Funds Prospects 130

The Motley Fool

NOVEMBER 26, 2023

In fact, a whopping $84 billion of Buffett's Berkshire portfolio is invested in these 10 dirt cheap stocks. It ranks as the second-largest position in Berkshire's portfolio. 5 spot in Berkshire's portfolio with a stake of around $15.7 Like the other Japanese trading houses in Berkshire's portfolio, Marubeni trades at a discount.

Conglomerates 246

Conglomerates Portfolios Stakes Banks 246

The Motley Fool

JANUARY 2, 2024

A substantial portion of that value comes from its $367 billion stock portfolio. Meanwhile, co-investment managers Todd Combs and Ted Weschler handle the other 10% of the portfolio. billion (0.6%) Those three stocks collectively account for 55% of Berkshire's equity securities portfolio, hinting at high conviction.

Portfolios 246

Portfolios Investing Accounting Stakes 246

The Motley Fool

JULY 10, 2023

Warren Buffett has a portfolio of stocks that aren't included in Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) What are the three top stocks in Buffett's secret portfolio and should you buy them? The top individual stock in its portfolio is Wells Fargo (NYSE: WFC) -- but with a catch. of NEAM's portfolio right now.

Portfolios 189

Portfolios Exchange-Traded Funds Banks Prospects 189

The Motley Fool

MAY 7, 2024

These qualities explain why the stock has earned such a large position for Pershing Square's investment portfolio. Another important reason to like Universal's prospects is that music is significantly under-monetized compared to other entertainment outlets. Consider when Nvidia made this list on April 15, 2005.

Portfolios 188

Portfolios Investors Stakes Assets 188

The Motley Fool

JULY 21, 2023

Even if you add just $50 every week to your portfolio, if you do it consistently, those fairly small sums will add up and grow over years and decades. Here's a look at just how big your portfolio could grow from investments of $50 every week. And as you build up a bigger balance, your gains can accelerate markedly. Chart by author.

Portfolios 244

Portfolios Exchange-Traded Funds Investing Stakes 244

The Motley Fool

SEPTEMBER 14, 2023

Today, Berkshire holds a $164 billion stake, so the iPhone maker represents 46% of its entire public equities portfolio. Loyal customers Take a peek at Berkshire's portfolio, and it's easy to see that he loves companies that possess a strong brand. And the company currently has a net-cash position of $57 billion on its balance sheet.

Portfolios 246

Portfolios Investing Stakes Prospects 246

Walkner Condon Financial Advisors

OCTOBER 4, 2022

This is the time to review your portfolios and investment strategy to ensure that you are well positioned for your long-term goals. The post As Fall Falls: A Market Prospective appeared first on Walkner Condon Financial Advisors. ABOUT THE AUTHOR. NATE CONDON. FINANCIAL ADVISOR.

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Prospects Stock Market Stock Market Funds 98

The Motley Fool

FEBRUARY 17, 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.

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Prospects Companies Returns Accounting 130

The Motley Fool

JANUARY 27, 2024

Although Apple stock has been a great investment since Buffett and his team first started buying the tech giant in 2016 , it's unlikely that the iPhone maker will continue to outpace small- and mid-cap growth stocks over the next 10 to 20 years due to its enormous size and moderate growth prospects. and Berkshire Hathaway wasn't one of them.

Portfolios 130

Portfolios Conglomerates Prospects Capital 130

The Motley Fool

JULY 31, 2023

of Berkshire Hathaway's investment portfolio. However, considering the company's solid long-term growth prospects, its share prices can continue to grow in the coming months. of Berkshire Hathaway's investment portfolio. Given this backdrop, let's assess whether Buffett's top two investments can prove to be good picks now.

Portfolios 246

Portfolios Investing Banks Conglomerates 246

The Motley Fool

MAY 1, 2024

of Berkshire's massive $374 billion portfolio. I think this disappointing trend will continue given the lack of sizable growth prospects. In that case, I believe that it's totally reasonable to want to follow in Buffett's footsteps and add Bank of America to your portfolio. This financial stock makes up 10.5%

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Financial Institutions Portfolios Banks Conglomerates 130

The Motley Fool

DECEMBER 28, 2023

On the one hand, your portfolio should be set up with a long-term focus, free of the vicissitudes of short-term market events. On the other hand, there are more and less attractive entry points for stocks, and an annual evaluation of a portfolio could lead to decisions about how to make a portfolio work better for you.

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The Motley Fool

MARCH 3, 2024

So, which of these market gems appealed enough to Buffett to make it to the top of his investment portfolio? Shares of the company make up about 50% of the billionaire investor's $347 billion portfolio. But any amount could be a welcome addition to our portfolios and help us grow wealth over time. Smartphone leader Apple.

Portfolios 130

Portfolios Investing Shareholders Stakes 130

The Motley Fool

MARCH 22, 2024

Although Berkshire has its hands in numerous industries, like insurance, energy, and railroads, individual investors care most about the companies held in its $371 billion public equities portfolio. Look through the dozens of holdings and you'll see that American Express (NYSE: AXP) is the third-largest position in the portfolio.

Portfolios 130

Portfolios Conglomerates Prospects Accounting 130

The Motley Fool

JANUARY 5, 2024

By splitting up a total investment of $125,000 into the four high dividend yield companies discussed below, you might be able to add as much as $10,000 of dividend income to your portfolio this year. yield, one-fourth of the proposed $125,000 investment could generate more than $2,900 of dividend income for your portfolio. Given its 9.5%

Portfolios 227

Portfolios Investing Shareholders Debt 227

The Motley Fool

MARCH 8, 2024

It's smart for each of investor to consider stocking their portfolio with some, if not many, solid blue chip stocks. Its growth prospects remain solid , though, as it adds on to its more than 38,000 stores around the world. Blue chips can be terrific portfolio holdings and won't even necessarily be slow growers.

Portfolios 130

Portfolios Banks Bidding Shareholders 130

The Motley Fool

JANUARY 24, 2024

To be crystal clear, Warren Buffett isn't playing a role in the day-to-day investment activity of NEAM's roughly $610 million investment portfolio. This makes NEAM, which is also required to file quarterly 13Fs, Warren Buffett's "secret" portfolio. Image source: Getty Images. trillion in 2030. and PayPal wasn't one of them.

Portfolios 130

Portfolios Exchange-Traded Funds Asset Management Buyout 130

The Motley Fool

NOVEMBER 29, 2023

This doesn't mean you should revamp your entire portfolio -- adding just a couple of promising stocks could make a big difference. Here are two that could supercharge your portfolio during the next bull market. Image source: Getty Images. Shopify When e-commerce companies win, so does Shopify (NYSE: SHOP).

Portfolios 130

Portfolios Debt Prospects Companies 130

The Motley Fool

FEBRUARY 3, 2024

Tepper's favorite AI stocks Below are the top seven AI stocks in Tepper's Appaloosa portfolio, as of the hedge fund's latest 13F-HR filing on Nov. 14, 2023: Stock Shares Owned Percent of Portfolio Meta Platforms (NASDAQ: META) 1.95 million 11.56% Microsoft (NASDAQ: MSFT) 1.64 million 10.19% Amazon (NASDAQ: AMZN) 3.75

Hedge Funds 130

Hedge Funds Portfolios Investors Investing 130

The Motley Fool

APRIL 19, 2024

By expanding its scope, Vertex also increases its upside Vertex is more than just a CF company, and that's why many growth investors remain bullish on its prospects -- they know there are more growth catalysts out there. What's appealing to Vertex is the prospect of a treatment for IgA nephropathy, a chronic kidney condition.

Prospects 246

Prospects Assets Returns Portfolios 246

The Motley Fool

MARCH 23, 2024

Alternatively, some exchange-traded funds (ETFs) are equal-weighted, so company size and valuation have no bearing on portfolio allocation. However, the prospect of upcoming rate cuts by the Federal Reserve made asset managers hesitant to allocate too conservatively. There are a lot of great stocks available on the market.

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Exchange-Traded Funds Stock Market Stock Market Portfolios 130

The Motley Fool

APRIL 28, 2024

Granted, it's not always easy to find stocks that pay generous dividends and offer solid prospects of share price appreciation. The stock's valuation doesn't reflect Pfizer's better-than-meets-the-eye prospects. However, I'm on the same page as analysts about the company's long-term prospects. However, such stocks exist.

Prospects 236

Prospects Asset Management Assets Portfolios 236

The Motley Fool

AUGUST 7, 2023

At the moment, more than $177 billion (47.3%) of the $375 billion investment portfolio Warren Buffett oversees at Berkshire Hathaway is invested in just three AI stocks. Prospective buyers would be paying nearly 15 times sales and 163 times consensus forward-year earnings to own shares of Snowflake today.

Portfolios 246

Portfolios Investing Prospects Shareholders 246

The Motley Fool

JANUARY 22, 2024

One of the hallmarks of a diversified portfolio is dividend investments. Dividends can provide investors with steady passive income streams and help strengthen the overall position of your portfolio. Let's dig into why these companies deserve a look for your portfolio and how each has proven to be a long-term winner.

Portfolios 130

Portfolios Investing Earnings Before Interest Amortization 130

The Motley Fool

APRIL 25, 2024

Seeking passive income is a good way to supplement your portfolio while mitigating some of the volatility associated with owning individual stocks. On the surface, investing in a sin stock may not be the most appealing prospect. However, there are a couple of reasons why I still like Altria's investment prospects.

Mergers and Acquisitions 245

Mergers and Acquisitions New York Stock Exchange Prospects Conglomerates 245

The Motley Fool

MAY 3, 2024

Does this increased spending diminish Amazon's prospects? Don't underestimate Amazon's AI prospects Deepwater Asset Management co-founder Doug Clinton recently told CNBC that investors shouldn't "expect Amazon to be a major player" in the AI model wars over the next three to five years. Here's why it makes the stock an even better buy.

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Prospects Asset Management Capital Returns 246