The Motley Fool

MAY 12, 2024

America's leading retirement program is facing the prospect of sweeping benefit cuts in under a decade, and the finger-pointing as to how this illustrious program got into this mess has begun. The bank is going to loan out your money and aim to generate a higher rate of return than what it's paying you in interest.

Returns 246

Returns Taxes Legal Assets 246

The Motley Fool

APRIL 5, 2024

On that note, here's a look at three compelling stock prospects that may prove particularly well-suited for retirement portfolios. In this vein, the two best-selling drugs of the two dozen in its portfolio each only account for about 15% of the company's top line, while no other drug makes up more than 8% of its sales.

Portfolios 243

Portfolios Prospects Returns Investors 243

The Motley Fool

JANUARY 29, 2024

Want 54% to 81% returns over the next 12 months? Baidu could have strong growth prospects as Asian companies move their apps and data to the cloud. Investors shouldn't bet the farm that they'll be able to obtain 54% to 81% returns with these stocks. Each company should have good long-term prospects.

Returns 237

Returns Prospects Stock Market Stock Market 237

The Motley Fool

MARCH 18, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. 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 Motley Fool has positions in and recommends ASML.

Prospects 130

Prospects Returns Portfolios Investors 130

The Motley Fool

FEBRUARY 12, 2024

It's not surprising, therefore, that his Berkshire Hathaway portfolio includes quite a few stocks with attractive valuations. Meet the most ridiculously cheap stock in Buffett's Berkshire Hathaway portfolio. It incorporates companies' growth prospects. But one of them stands out more than any. Image source: The Motley Fool.

Portfolios 246

Portfolios Prospects Stakes Returns 246

The Motley Fool

APRIL 18, 2024

Warren Buffett's investment return in 2023 was around 15%. Four members of Congress generated triple-digit returns in the stock market last year. That return made him by far the biggest stock-trading winner in Congress. 4 with a return of nearly 106%. Nvidia is the only stock in Higgins' portfolio. Nvidia Rep.

Returns 189

Returns Stock Market Stock Market Stakes 189

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

APRIL 11, 2024

This has translated into explosive earnings growth for the company over the past three years -- and significant gains in return on invested capital. That's why you may want to forget Nvidia for now and instead add a few shares of Supermicro to your AI growth portfolio. SMCI Net Income (Annual) data by YCharts.

Prospects 130

Prospects Returns Return On Investment Portfolios 130

The Motley Fool

JANUARY 20, 2024

First, it would be virtually impossible to replace or replicate the portfolio of assets that Enterprise owns. To be fair, there aren't a lot of growth prospects here because most of the best midstream investment opportunities have been developed already. The 10 stocks that made the cut could produce monster returns in the coming years.

Returns 130

Returns Assets Prospects Portfolios 130

The Motley Fool

MARCH 28, 2024

The company can use some of its joint R&D efforts later on with other prospective customers. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. The Motley Fool has no position in any of the stocks mentioned.

Prospects 100

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. The 10 stocks that made the cut could produce monster returns in the coming years.

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 10 stocks that made the cut could produce monster returns in the coming years. 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

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. Aside from stock buybacks, Visa has used dividends to return shareholder value.

Portfolios 239

Portfolios Financial Institutions Shareholders Financial Services 239

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

JANUARY 25, 2024

Building a balanced portfolio requires careful planning and execution. You need to think about your long-term objectives for growth and income, as well as tax implications, when you need to adjust your portfolio as you approach retirement. Here are some of its key attractions, and how they could fit with various portfolio strategies.

Portfolios 130

Portfolios Investment Horizon Prospects Taxes 130

The Motley Fool

MARCH 25, 2024

He never had a single losing year, and he returned an average of 30% annually to clients. of his portfolio invested in two "Magnificent Seven" stocks. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*.

Portfolios 243

Portfolios Investing Hedge Funds Accounting 243

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 10 stocks that made the cut could produce monster returns in the coming years.

Portfolios 130

Portfolios Funds Mutual Funds Prospects 130

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%

Portfolios 246

Portfolios Prospects Shareholders Capital 246

The Motley Fool

FEBRUARY 28, 2024

Billionaire Stan Druckenmiller is the former manager of Duquesne Capital, a now-closed hedge fund that returned 30% annually without a single down year over a three-decade period. billion portfolio invested in two artificial intelligence stocks: Nvidia (NASDAQ: NVDA) accounted for 9.1% As of December, Druckenmiller had 21.1%

Portfolios 240

Portfolios Investing Hedge Funds Accounting 240

The Motley Fool

MAY 7, 2024

annualized return, significantly outpacing the S&P 500 's 10% annualized return. Let's dig into Ackman's reasons for sticking with these stocks and whether investors can still expect market-beating returns from here. From 2004 through 2023, Pershing Square generated a 16.5% of the firm's net assets.

Portfolios 188

Portfolios Investors Stakes Assets 188

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

Private Equity Wire

APRIL 29, 2024

PARTNER CONTENT The GP-led secondary market continues to evolve and flourish, supported by ongoing demand for liquidity and a narrowing bid-ask spread between prospective buyers and sellers. Nash Waterman (NW): GP-led deals were initially designed in the early 2000s to help managers of private equity portfolios spin out of banks.

Assets 69

Assets Returns Buyout Due Diligence 69

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 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

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 27, 2024

Buffett's investing philosophy is based on key ideas such as a company's competitive advantage, management quality, and long-term compounding returns. However, that doesn't mean that Berkshire Hathaway doesn't deserve a place in your core portfolio. Image source: Getty Images. Should you invest $1,000 in Berkshire Hathaway right now?

Portfolios 130

Portfolios Conglomerates Prospects Capital 130

The Motley Fool

MAY 22, 2024

The other thing I like about this ETF is that it offers a higher total return potential than a fixed-income investment because of its equity market exposure. It invests in a defensive portfolio of stocks hand-selected by its management team based on proprietary risk-adjusted stock ratings. Passive income from real estate W.P.

Exchange-Traded Funds 246

Exchange-Traded Funds Prospects Portfolios Funds 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

Walkner Condon Financial Advisors

OCTOBER 4, 2022

Here is a chart of the S&P 500 annual returns for the last 30 years. . First, in the last 30 years, the S&P 500 has only had five years of negative returns of more than 2%. Therefore, seeing the last 30 years of returns can give us a useful long view. There are two significant takeaways from this chart. ABOUT THE AUTHOR.

Prospects 98

Prospects Stock Market Stock Market Funds 98

The Motley Fool

FEBRUARY 17, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. 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 Motley Fool has a disclosure policy.

Prospects 130

Prospects Companies Returns Accounting 130

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%

Financial Institutions 130

Financial Institutions Portfolios Banks Conglomerates 130

The Motley Fool

DECEMBER 31, 2023

The average investor can improve his or her potential for returns by following successful investment managers. The company that the Oracle of Omaha heads, Berkshire Hathaway , has a massive equity portfolio worth $370 billion. It's obvious that Apple is facing more limited growth prospects these days. Apple fits in here.

Portfolios 186

Portfolios Investing Prospects Returns 186

The Motley Fool

JULY 31, 2023

In response to this tough macro environment, investors are now increasingly prioritizing return-on-capital metrics and are shifting to Warren Buffett's time-tested investment strategy of buying high-quality stocks at an attractive price (value investing). of Berkshire Hathaway's investment portfolio. and Apple wasn't one of them!

Portfolios 246

Portfolios Investing Banks Conglomerates 246

The Motley Fool

MAY 27, 2024

A great way to position for success in the stock market is to look for companies that not only have great long-term prospects but, importantly, have catalysts in the near term that can send their share prices higher. Here are two promising stocks that are set up for great returns over the next few years. If Uber hits the $4.30

Prospects 246

Prospects Returns Stock Market Stock Market 246