The Motley Fool

NOVEMBER 25, 2024

The Vanguard Mega Cap Growth ETF (NYSEMKT: MGK) has nearly half of its portfolio invested in four of America's largest tech stocks. of the value of its portfolio, followed by the consumer discretionary sector at 20.3%. Portfolio weightings are accurate as of Oct. In fact, its top four holdings alone represent 45.1%

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The Motley Fool

JANUARY 15, 2025

The Vanguard Mega Cap Growth ETF (NYSEMKT: MGK) offers precisely that -- in fact, more than half of the value of its entire portfolio is tied up in those seven stocks. of the entire value of its portfolio, and each of them features in its top 10 positions: Stock Vanguard ETF Portfolio Weighting 1. Apple 13.21% 2. Amazon 7.16% 5.

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The Motley Fool

APRIL 7, 2025

Most of us remember the 2007-2009 recession, when both stocks and home prices plummeted. But during the 2007-2009 recession, it doubled from 5% to 10%, and people were out of work for almost half a year. It starts with building an "income cushion," which is five years' worth of portfolio-provided income in cash or short-term bonds.

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The Motley Fool

DECEMBER 19, 2023

Closing out the old and ringing in the new is a great time for examination, and one of the places I start is with my portfolio. Since that initial purchase, Nvidia has soared 768%, and the stock has become my sixth-largest holding, amounting to nearly 6% of my portfolio. 15) and the incredibly valuable lesson I learned from each one.

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The Motley Fool

DECEMBER 3, 2023

Diversifying the holdings in your investment portfolio can be a valuable tool for most investors. Buffett's hyper-concentrated approach to portfolio composition won't be a good fit for most investors, but it's undoubtedly served him well through the years. of Berkshire Hathaway's portfolio is invested in Apple stock as of this writing.

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The Motley Fool

JANUARY 31, 2024

However, investors follow the company's massive $371 billion stock portfolio the closest. Despite holding 51 stocks, just six make up over 80% of the portfolio's value. The sensational six and their history Berkshire Hathaway, one of the world's largest corporations, has over 80% of its stock portfolio in just six companies.

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Private Equity Professional

OCTOBER 29, 2024

Source: Sam the Concrete Man Founded in 1989 by Sam Wilkins as a traditional concrete business, SamCo was sold to CEO Todd Stewart in 2007. Its franchisees receive a suite of administrative support services, including a centralized call center for lead generation and scheduling.

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The Motley Fool

JANUARY 26, 2024

of its $370 billion portfolio of publicly listed stocks. of Berkshire Hathaway's portfolio Though it's just a tiny piece of the portfolio, Snowflake (NYSE: SNOW) was an unusual choice for Berkshire Hathaway. billion stake is the portfolio's fourth-largest holding. Image source: The Motley Fool. Snowflake: 0.3%

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The Motley Fool

JANUARY 2, 2024

Strikingly, the famous moneyman has delivered incredible returns while largely avoiding the time-honored practice of portfolio diversification. billion portfolio is concentrated in just two stocks. of Berkshire Hathaway's portfolio be invested in Apple (NASDAQ: AAPL) stock. of the company's portfolio. of Berkshire's $367.5

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Private Equity Insights

FEBRUARY 14, 2025

While offices once accounted for over 60% of Blackstones real estate holdings in 2007, they now represent less than 2% of its portfolio. This move signals Blackstones renewed interest in New York office real estate, despite the firms broader pivot toward sectors like logistics, data centres, and rental housing. Can`t stop reading?

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The Motley Fool

SEPTEMBER 20, 2024

The cycles that began in 1995, 1998, and 2019 started with a quarter-point cut, and the cycles that began in 2001 and 2007 started with a half-point cut. First Rate Cut S&P 500 Return (12 Months) July 1995 19% September 1998 21% January 2001 (14%) September 2007 (21%) July 2019 10% Median 10% Data source: Trading Economics, YCharts.

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The Motley Fool

MARCH 28, 2025

We have not had a regular recession since 2007-2008 and the data clearly shows the economy slowing. While a slower economy does not necessarily have to end up in a recession, you still want to ensure your portfolio is properly diversified in the case a recession does hit. Consider when Nvidia made this list on April 15, 2005.

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Private Equity Wire

JANUARY 9, 2025

Under its current private equity owners, Calpine expanded its portfolio of gas-fired power plants and solidified its position in key markets, including Texas and the West Coast. If finalised, this acquisition will rank among the largest in the US power industry since TXU Corps $45bn leveraged buyout in 2007.

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The Motley Fool

NOVEMBER 18, 2023

Similarly, you may find that despite a fairly stable and even thriving market, your portfolio just isn't gaining value as quickly as you would've hoped. Between October 2007 and March 2009, the height of the Great Recession, stock values declined by about 50%. So let's imagine you put $10,000 into a brokerage account in September 2007.

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The Motley Fool

JUNE 6, 2024

11, 2007 3-for-2 (70%) (53%) April 7, 2006 2-for-1 1% (6%) Sept. economy was in a recession from March 2001 through November 2001, and from December 2007 through June 2009. 11, 2007 3-for-2 14,580% April 7, 2006 2-for-1 24,840% Sept. Specifically, the U.S. The chart provides details.

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Private Equity Professional

JANUARY 14, 2025

Kinderhook Industries has agreed to sell Vehicle Accessories (VAI) to RealTruck , a portfolio company of L Catterton. Its portfolio of company-owned brands includes Extang , TruXedo , Bushwacker , UnderCover , Advantage , Lund , Retrax , Husky Liners , and Rugged Liner.

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The Motley Fool

AUGUST 27, 2023

Although the usual portfolio-building rules (like not owning too much of one single stock) will always apply, these kinds of stocks are out there. Together they have the potential to lead your portfolio for years to come. And the case for holding oversized positions in them holds water.

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Private Equity Wire

APRIL 4, 2025

Private market secondaries manager Coller Capital has acquired a $1.6bn senior direct lending portfolio from multiline US insurer American National, marking the largest ever LP-led credit secondaries transaction focused on a senior direct lending portfolio.

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The Motley Fool

JUNE 9, 2024

These happened in July of 2021, September of 2007, and April of 2006. After the 2007 split, though, Nvidia shares declined from their post-split high and spent some time trending lower. In the two earlier periods, the stock fell right after the split, but then went on to gain in the following months.

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The Motley Fool

SEPTEMBER 19, 2024

As an example, arguably the worst time to put money into the stock market in the last two decades is in late 2007, just before the financial crisis sent the S&P 500 plunging by 50% over the next year and a half. 9, 2007), you would be sitting on a total return of 433% today. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

SEPTEMBER 26, 2023

streak that long has only been seen in recessions that started in 1973 and 2007 pic.twitter.com/ThjCW8yQy5 -- Liz Ann Sonders (@LizAnnSonders) August 18, 2023 More importantly, it marked the 17th consecutive monthly decline for the LEI (one more than the post from Charles Schwab chief investment strategist Liz Ann Sonders notes above).

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The Motley Fool

SEPTEMBER 17, 2024

Prior to that, rate cuts happened during the Great Recession and a crash in the housing market over the 2007 and 2008 period. The first rate cut then happened in September of 2007, and this time it took a lot longer for the S&P 500 to climb back to previous levels. Those rate cuts were on March 3, 2020 and Aug. SPX data by YCharts.

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The Motley Fool

MARCH 19, 2025

At the same time, maybe you want to build your portfolio around a more opportunistic foundation. Here's how the ETF compared to the S&P 500 since the fund launched in July 2007: VEA Total Return Level data by YCharts Is the Developed Markets ETF a millionaire-maker? Those payouts make a real difference, you know.

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The Motley Fool

MARCH 16, 2024

It debuted at $8 per share in March 2007 but since rocketed much higher, and is now trading around $1,100 per share. From its debut in 2007 to the start of 2020, Supermicro's stock only rose 174%, easily trailing the market (up 198% during that time). Super Micro Computer (NASDAQ: SMCI) had quite a run in the public markets.

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Shareholders Accounting Returns Investors 245

PE Hub

SEPTEMBER 20, 2023

Hyland has been a portfolio company of Thoma Bravo since 2007. The post Hyland Software inks $3.4bn facility from Golub Capital appeared first on PE Hub.

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The Motley Fool

MARCH 23, 2024

After three stock splits during the dot-com bubble, its last action of this type was an 8-for-9 reverse stock split in 2007. Since 2007, it has attained a leadership in producing extreme ultraviolet lithography (EUV) machines. Additionally, ASML has not approved any splits in years. Nonetheless, the company has changed since that time.

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The Motley Fool

JANUARY 20, 2024

The company has split its stock before, but 2007 was the last time. Below you can see the company's split history: Split Ratio Date 2:1 05/12/1997 2:1 05/08/1998 3:1 04/17/2000 8:9 10/01/2007 Source: Table made by author. It builds lithography machines, which project ultraviolet light onto silicon to make advanced chips.

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Returns Investors Companies Portfolios 245

The Motley Fool

JANUARY 23, 2024

The producer of high-performance servers went public at $8 on March 29, 2007, and it now trades at about $423. From its fiscal 2007 through its fiscal 2021 (which ended in June 2021), Supermicro's revenue grew at a compound annual rate of 16%. A $20,000 investment in Supermicro stock at the time of its IPO would be worth $1.06

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The Motley Fool

JUNE 11, 2024

The previous three were in 2006, 2007, and 2021. And in 2007, the general market was heading into bear territory. 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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Shareholders Investors Returns Companies 246

The Motley Fool

NOVEMBER 17, 2024

First Rate Cut S&P 500 Return (12 Months) July 1995 19% September 1998 21% January 2001 (14%) September 2007 (21%) July 2019 10% Median 10% Source: The Federal Reserve, YCharts. The chart below examines how the S&P 500 performed during the 12-month period following the first rate reduction in each cutting cycle.

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The Motley Fool

AUGUST 31, 2023

He has continued to buy the stock as recently as this year, and it now makes up almost half of Berkshire's $352 billion investment portfolio. And it has developed an impressive portfolio of subscription services like Apple Music, Apple TV, and Apple News. Jobs's return was certainly a turning point.

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The Motley Fool

NOVEMBER 12, 2024

Many people who are in their 30s today watched their parents lose a fortune in both the dot-com meltdown of the early 2000s and the financial crisis of 2007-2008. A properly constructed investment portfolio should do just fine over the long run, regardless of what the market does over the next few months or years.

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The Motley Fool

FEBRUARY 24, 2024

Supermicro went public at $8 per share with a valuation of $229 million in March 2007, but it now trades at about $750 a share with a market cap of $44 billion. From fiscal 2007 to fiscal 2020 (which ended in June 2020), Supermicro's annual revenue grew at a CAGR of 17%. Image source: Getty Images.

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The Motley Fool

JUNE 28, 2024

However, the innovation that truly transformed Apple was the iPhone, which it launched in 2007. 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.

Investing 246

Investing Returns Portfolios Investors 246

The Motley Fool

MARCH 26, 2025

In 2007, Buffett bet $1 million that an S&P 500 index fund would outperform a portfolio of hedge funds over a decade, when including the hedge funds' associated expenses. Its portfolio of invested stocks adds even more diversification to the mix. Here's why. The closest to an index fund you'll get Let's start with a story.

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The Motley Fool

JUNE 24, 2024

Stock Split Date 6-Month Return 1-Year Return 2-Year Return June 2000 (50%) 28% (52%) September 2001 44% (72%) (49%) April 2006 63% 1% (6%) September 2007 (45%) (70%) (53%) July 2021 30% (4%) 145% Average 8% (23%) (3%) Data source: YCharts. Generally speaking, Nvidia has performed poorly following stock splits.

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Banks Depreciation Education Public Companies 234

The Motley Fool

MARCH 19, 2025

Although seeing your portfolio drop is never ideal, now isn't the time to hit the panic button. February 19, 2020 March 23, 2020 (33.9%) 33 152% October 9, 2007 March 9, 2009 (56.8%) 517 733.5% Our analyst team just revealed what they believe are the 10 best stocks to buy right now. SPX data by YCharts. VOO data by YCharts.

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