The Motley Fool

FEBRUARY 11, 2024

The new dividend plus the share buybacks add up to more than $6 billion of capital returns to shareholders over the next year. 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

MARCH 17, 2024

Only 12% of its shareholders resided in the U.S. Here's why Equinor is a high-yield dividend stock for passive income investors to consider and why it's worth including in a diversified portfolio of fossil fuel and renewable energy investments. So it has let down shareholders before. as of the end of 2022.

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Shareholders Mergers and Acquisitions Capital Returns 130

The Motley Fool

APRIL 11, 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.

Shareholders 130

Shareholders Returns Portfolios Investors 130

The Motley Fool

FEBRUARY 7, 2024

Joining Nelson Peltz's Trian Fund in staging a proxy fight at the entertainment giant, Blackwells is seeking three board seats, and in a letter to shareholders, it proposed breaking up the company into standalone sports, entertainment, and experiences businesses.

Shareholders 245

Shareholders Earnings Before Interest Amortization Depreciation 245

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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Portfolios Investing Banks Stakes 246

The Motley Fool

APRIL 23, 2024

Here's why you should buy Match Group stock for your portfolio right now. Lots of cash flow to return to shareholders A great thing about Match Group's business is that it is asset-light and generates a lot of cash flow. With this cash flow, Match Group is returning capital to shareholders through share repurchases.

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Portfolios Shareholders Returns Assets 246

The Motley Fool

APRIL 24, 2024

Berkshire puts out an annual shareholder letter and, in addition to updating investors on the companies it controls, it also routinely lists about 15 of the companies' top investment holdings as of the end of the year. But investors should also know there's a more complete, and more timely, way to track the Berkshire portfolio.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Portfolios Banks Shareholders 188

The Motley Fool

MAY 17, 2024

One of the simplest ways to generate passive income is by investing in companies that pay shareholders a regular dividend. If you're an income investor wondering if the stock deserves a spot in your portfolio, consider the following. When deciding if the stock is right for your portfolio, consider your investment objectives and goals.

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Portfolios Investors Debt Shareholders 238

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.

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Portfolios Financial Institutions Shareholders Financial Services 239

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 ). Vanguard is different from other firms because it is owned by its funds, which are owned by its shareholders. Image Source: Getty Images.

Portfolios 246

Portfolios Funds Exchange-Traded Funds Shareholders 246

The Motley Fool

FEBRUARY 6, 2024

shareholders, you'll find Buffett discussing mistake after mistake, year after year. That makes his annual letter to shareholders a must-read for just about anyone who wants to learn to be a better investor or even a better decision-maker. And it couldn't have worked out better for Berkshire Hathaway shareholders.

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The Motley Fool

MAY 11, 2024

He especially likes companies returning money to shareholders through dividends and stock buybacks. of the conglomerate's $362 billion portfolio of publicly traded stocks and securities today. of Berkshire's portfolio. Berkshire's incredible run of success stems from a simple strategy. Two of them account for a combined 40.2%

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Portfolios Conglomerates Investing Stakes 246

The Motley Fool

MARCH 23, 2024

He's especially fond of those that return money to shareholders through dividends and stock buybacks. That strict criteria is why so few technology stocks have made their way into Berkshire's portfolio. of the conglomerate's $372 billion publicly traded stocks and securities portfolio. trillion in combined valuation.

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Portfolios Conglomerates Investing Accounting 246

The Motley Fool

APRIL 21, 2024

Many financial advisors strongly recommend investors diversify their portfolios. Buffett has nearly 68% of Berkshire Hathaway 's $361 billion portfolio invested in only four stocks. This one stock makes up a whopping 42% of Berkshire's portfolio. billion -- a little over 10% of its total portfolio. 3 position.

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Portfolios Conglomerates Investing Banks 190

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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Portfolios Investing Stakes Banks 264

The Motley Fool

APRIL 12, 2024

But the other piece of the puzzle that's not given nearly enough credit for Berkshire Hathaway's long-term outperformance is Warren Buffett's preference for portfolio concentration. Let's take a closer look at all 27 companies Warren Buffett and his investment team have at least $1 billion of Berkshire's capital invested in.

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Portfolios Stakes Banks Capital 246

The Motley Fool

MAY 14, 2024

Of this, the Bill and Melinda Gates (BMG) Foundation Trust manages a $42 billion investment portfolio. Interestingly, 67% of this portfolio is concentrated in only three stocks -- highlighting Gates' confidence in these picks. Here's why the top three stocks (by dollar value) in his portfolio can be smart picks for retail investors.

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Portfolios Stakes Shareholders Returns 130

The Motley Fool

MAY 6, 2024

What differentiates Ackman from other money managers is that his portfolio generally holds a small number of stocks as opposed to a large basket of diversified opportunities. of his portfolio is allocated to Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) , a leader in internet search and cloud computing. Approximately 18.4%

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Portfolios Investing Hedge Funds Shareholders 130

The Motley Fool

DECEMBER 22, 2023

Outperformance of this magnitude is going to get a portfolio manager noticed. But the not-so-subtle secret to Berkshire's sustained outperformance might just be portfolio concentration. 15, Warren Buffett's $374 billion portfolio at Berkshire had 65% of its invested assets ($243 billion) tied up in just three stocks.

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Portfolios Investing Banks Assets 246

The Motley Fool

MARCH 28, 2024

The billionaire investor runs a $10 billion portfolio for outside investors, owning positions in just seven stocks that he and the team have held for many years. Here are four stocks that make up a whopping 70% of Ackman's concentrated stock portfolio. Since the middle of 2016, Chipotle's stock has returned some 632% for shareholders.

Portfolios 244

Portfolios Hedge Funds Shareholders Returns 244

The Motley Fool

MAY 14, 2024

If you want to build a portfolio that can grow similarly, you might start by following his lead. These are the two largest positions in Berkshire's equity portfolio, and Wall Street analysts who follow the companies are more than a little bullish about them. billion worth of Apple (NASDAQ: AAPL) stock and $39.2

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

The Motley Fool

JANUARY 21, 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.

Shareholders 245

Shareholders Companies Returns Investors 245

The Motley Fool

APRIL 19, 2024

This Warren Buffett disciple runs a concentrated portfolio, especially with his United States-listed stocks. In fact, as of the Himalayan Capital fund's latest update, it had approximately 70% of its American portfolio in just two stocks: Bank of America (NYSE: BAC) and Alphabet (NASDAQ: GOOG). BAC Dividend Yield data by YCharts.

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Portfolios Banks Shareholders Capital 130

The Motley Fool

JANUARY 15, 2024

This makes them top candidates to add to a portfolio when market conditions knock shares down a notch. And the management team likes rewarding shareholders with share repurchases and regular dividend increases as the chart below shows. Even in a "bad" year, Home Depot's financial results look good. Its profit margin of 10.5%

Portfolios 246

Portfolios Shareholders Public Companies Prospects 246

The Motley Fool

MARCH 30, 2024

These three are creating shareholder value by implementing some of the traits that make Costco great, and all three are better buys right now. 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.

Shareholders 130

Shareholders Companies Debt Prospects 130

The Motley Fool

JANUARY 25, 2024

This means that Vanguard operates in the best interest of its shareholders and can offer high-quality exchange-traded funds (ETFs) with minimal costs. The main one is how this fund fits into a well-balanced portfolio that aims for reasonable levels of capital growth but with some form of protection against potential economic shocks.

Portfolios 244

Portfolios Funds Exchange-Traded Funds Assets 244

The Motley Fool

DECEMBER 14, 2023

The reason is that Vanguard is owned by its shareholders, allowing it to charge industry-low fees. A full portfolio can be created with Vanguard products that can achieve returns comparable (and probably superior) to the benchmark S&P 500 index. The BND tracks the Bloomberg U.S.

Portfolios 245

Portfolios Exchange-Traded Funds Taxes Funds 245

The Motley Fool

MAY 5, 2024

Most of the 40 or so stocks in his Berkshire Hathaway portfolio make up less than 1% of the conglomerate's total equity investments. of Buffett's $336 billion portfolio was invested in the iPhone maker as of March 31 -- even after Buffett and his team trimmed their position. Warren Buffett usually doesn't bet the farm on any one stock.

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Portfolios Conglomerates Investing Shareholders 130

The Motley Fool

MAY 7, 2024

These qualities explain why the stock has earned such a large position for Pershing Square's investment portfolio. The stock delivered a cumulative return of 737% over the last seven years, and the fact that Ackman continues hold a large position indicates a rewarding future still awaits shareholders. of the firm's net assets.

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Portfolios Investors Stakes Assets 188

The Motley Fool

APRIL 28, 2024

Besides having wholly owned operating businesses, Berkshire Hathaway holds a massive $374 billion public-equities portfolio. You'll quickly realize, however, that Apple (NASDAQ: AAPL) makes up 41% of the entire portfolio. Apple was also returning lots of capital to shareholders with dividends and buybacks.

Portfolios 189

Portfolios Conglomerates Investing Stakes 189

The Motley Fool

DECEMBER 16, 2023

Furthermore, there is no need to use risky strategies such as put-underwriting to generate meaningful levels of income from an equity portfolio. The Vanguard dividend portfolio For this example, I'm selecting four Vanguard ETFs that have a strong track record of both paying dividends and generating positive returns over the prior 10 years.

Portfolios 245

Portfolios Capital Exchange-Traded Funds Taxes 245

The Motley Fool

DECEMBER 19, 2023

He also favors companies returning money to shareholders through dividends and stock buybacks. He combines those attributes with a long time horizon, which allows the effects of compound growth to build his portfolio's value. of Berkshire's $373 billion portfolio of publicly traded stocks. of Berkshire's stock portfolio.

Portfolios 246

Portfolios Investing Shareholders Stakes 246

The Motley Fool

MARCH 10, 2024

of Berkshire's portfolio. Brand power In Berkshire Hathaway's most recent letter to shareholders, Buffett praised his longtime partner Charlie Munger for many things, including a key lesson he taught Buffett. In Berkshire's 2023 letter to shareholders, Buffett praised Oxy's leadership and wrote of his confidence in the U.S.

Portfolios 246

Portfolios Banks Conglomerates Shareholders 246

The Motley Fool

FEBRUARY 28, 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.

Shareholders 130

Shareholders Returns Portfolios Investors 130

The Motley Fool

MARCH 4, 2024

The firm's portfolio currently has approximately $3.3 But does that make them suitable for your portfolio today? But does that make them suitable for your portfolio today? OpenAI is a long-term boost for Microsoft's cloud business Tech giant Microsoft has been part of the Duquesne Family portfolio for a decade.

Portfolios 246

Portfolios Investors Investing Shareholders 246

The Motley Fool

FEBRUARY 9, 2024

of Pershing Square's portfolio invested in two stocks: 17.4% That level of investment suggests Ackman has a great deal of confidence in the ability of these two companies to create shareholder value. A closer look at the fund in the September quarter shows that Ackman had 31.4%

Portfolios 246

Portfolios Investing Hedge Funds Shareholders 246

The Motley Fool

FEBRUARY 9, 2024

However, the factor that isn't given nearly enough credit for Berkshire Hathaway's long-term success is portfolio concentration. billion) Warren Buffett oversees in Berkshire Hathaway's $371 billion portfolio are being put to work in just three brand-name companies. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Portfolios Investing Banks Stakes 246