The Motley Fool

DECEMBER 31, 2023

There have been only two exceptions in the last six decades -- one at the beginning of the dot-com bubble bursting in 2000, and another with the financial crisis in 2008. The longer your investing horizon, the bigger the bang you'll likely enjoy. and Walmart wasn't one of them!

Stock Market 246

Stock Market Stock Market Exchange-Traded Funds Mutual Funds 246

The Motley Fool

OCTOBER 10, 2024

For these reasons, Archer Aviation stock is best-suited for investors who have a high tolerance for risk and a long-term investing horizon. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $389,239 !*

Investment Horizon 130

Investment Horizon Companies Portfolios Returns 130

The Motley Fool

AUGUST 25, 2024

Buffett has long emphasized the importance of maintaining a strong cash position, allowing Berkshire to weather market storms and pounce on attractive investments when others are fearful, or worse still, insolvent. return (including dividends). The 10 stocks that made the cut could produce monster returns in the coming years.

Conglomerates 100

Conglomerates Investment Horizon Stakes Taxes 100

The Big Picture

APRIL 19, 2023

Despite the headline, the Wall Street Journal chart (above) reveals 2022 as the exception that proves the point: Prior selloffs — 2000-03 and 2008-09 — were all equity driven. Those years are fairly ugly for investment portfolios. The 60/40 is not “back” because it never left.

Portfolios 133

Portfolios Investment Horizon Active Investors Returns 133

The Motley Fool

SEPTEMBER 5, 2023

The only two other instances were in 1981-1982 (18 months) and 2008-2009 (14 months). However, your investment horizon is a far more important puzzle piece to the wealth-building equation on Wall Street. See the 10 stocks *Stock Advisor returns as of 8/29/2023 Sean Williams has no position in any of the stocks mentioned.

Investment Horizon 246

Investment Horizon Stock Market Stock Market Investors 246

The Motley Fool

SEPTEMBER 9, 2023

That has pushed the retail-focused real estate investment trust's (REIT's) dividend yield up to around 4.4%. That's near levels last seen during the pandemic-related recession in 2020 and the Great Recession in 2008 and 2009. But REITs are income investments that compete with things like CDs and bonds.

Investing 130

Investing Investment Horizon Shareholders Portfolios 130

Cobalt

MARCH 8, 2023

Ambition and Caution: A Comparison of Buyout and Venture Returns from 1998-2021 Given the wild drawdown in 2022 , we analyze d where seasick institutional investor s could bolster the stability of their portfolio s. Through two separate drawdowns from 1999-2008 , the average buyout fund held above a 1.5x return on its investment.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

BlueMind

SEPTEMBER 11, 2022

Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy. Therefore, before building a financial plan, your client needs to be educated about what the risk-return trade-off is: An idea that basically, you are expected to get high returns for taking bigger risks.

Investment Horizon 98

Investment Horizon Exchange-Traded Funds Liabilities Assets 98

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.” The fund’s 2023 total return was 14.4%

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Blackstone

OCTOBER 31, 2024

Private markets benefit the most due to their investment horizons. For example, private equity and private real estate have delivered impressive average annualized returns of 14% and 9%, respectively, throughout their histories. 3 Private credit stands out even more, with positive returns 96% of the time when measured annually.

Banks 111

Banks Mergers and Acquisitions Assets Investment Horizon 111

The Motley Fool

APRIL 17, 2024

They just revealed what they believe are the 10 best stocks for investors to buy right now… See the 10 stocks *Stock Advisor returns as of April 15, 2024 This video was recorded on April 10, 2024. Then I was back and 2008, I helped start Motley Fool Asset Management, small team. David Gardner: Who lives, who dies? Who tells your story?

Financing 130

Financing Finance Law Firms Mutual Funds 130

Pension Pulse

MAY 23, 2024

Anything that interferes with the singular goal of strong returns with manageable risk, they argue, is a threat to the pensions their depositors expect over the long run. Those two objectives are not equal: Returns come first. Since he took over in February 2020, it’s posted annual returns of 7.7%, 13.5%, -5.6%—that

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Motley Fool

NOVEMBER 8, 2024

But we're not investing for the next four years -- we're in it for the long haul. For those who are willing to expand their investing horizons beyond President-elect Trump's next term, First Solar is worth further investigation, as it's a solar industry leader.

Investment Horizon 241

Investment Horizon Investors Companies Portfolios 241

Pension Pulse

DECEMBER 18, 2023

CPP Investments backs leading companies across the energy transition with our flexible capital, global network and deep expertise – this follow-on investment in Octopus is an important example of this, while delivering attractive long-term, risk-adjusted returns to the CPP Fund.” Octopus is now the U.K.’s

Stakes 59

Stakes Portfolios Investing Banks 59

The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash.

Education 118

Education Financing Finance Taxes 118

Pension Pulse

JULY 15, 2024

gain for its latest fiscal year, with returns driven largely by public equity investments and private debt. The returns, which outpaced a 6.8% The preliminary five-year average return now stands at 6.6%, up from 6.1% Calpers said that public equity investments led the way among asset classes with an estimated 17.5%

Pension Funds 59

Pension Funds Debt Assets Private Equity Firms 59