The Motley Fool

NOVEMBER 21, 2024

Investors hoping to benefit from the AI boom are focused on technology companies. And investors can position their portfolios to benefit from AI-driven demand for electricity by buying shares of the little-known Vanguard Utilities ETF (NYSEMKT: VPU). Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,232 !*

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Funds Mutual Funds Investing Shareholders 243

The Motley Fool

OCTOBER 22, 2024

For investors who are considering adding such companies to their portfolios, it's important to pay close attention to the things that are driving those businesses -- and particularly, those catalysts that could in time justify a higher share price. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,456 !*

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The Motley Fool

SEPTEMBER 10, 2023

In total, investors paid more than $26.8 AG Edwards and Wachovia merged in 2007, while Wells Fargo and Wachovia merged in 2008. The problem is that many investors don't think of 1% to 2% as too much to pay professionals to manage their portfolios. For example, if you buy a mutual fund, you'll pay a one-time fee.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Banks Accounting 246

The Motley Fool

JULY 27, 2024

Buffett is arguably the best investor of the past few generations, averaging annual gains of around 20% for decades. Why would a large institutional investor sell part of a major holding? An institutional investor might also sell part of a holding for a gain in order to offset a loss. Not that much has changed.

Banks 211

Banks Mutual Funds Stakes Prospects 211

The Motley Fool

AUGUST 11, 2024

Rates on 10-year Treasury bonds first fell below two-year Treasury rates back in July 2022, when investors feared then-rampant inflation would lead to a recession. It's more likely to just be annoying to true long-term investors. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $40,860 !*

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Mutual Funds Funds Investors Returns 238

The Motley Fool

DECEMBER 2, 2024

Even investors only interested in scintillating growth stocks can acknowledge that Warren Buffett's value-minded approach has its merits. But one can't help but wonder if too many investors are underestimating the true potential of Berkshire Hathaway. The fact is, however, Berkshire is less like a mutual fund than perceived.

Mutual Funds 130

Mutual Funds Conglomerates Exchange-Traded Funds Banks 130

The Motley Fool

OCTOBER 20, 2024

Investors often like to turn to vehicles such as exchange-traded funds (ETFs) rather than individual stocks. The industry is notoriously cyclical, and investors may feel leery of buying stocks such as Nvidia , which has been up more than 1,000% from its bottom in 2022. The fund charges an ETF expense ratio of 0.35%.

Mutual Funds 189

Mutual Funds Exchange-Traded Funds Investing Funds 189

The Motley Fool

JULY 16, 2024

Let's start at the very beginning A very good place to start When you read, you begin with A-B-C When you sing, you begin with do-re-mi -- lyrics to Do Re Mi If you're a beginning investor, you should also start at the beginning -- perhaps with this A-B-C: Apple , Bank of America , and Costco.

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Funds Investing Mutual Funds Accounting 219

The Motley Fool

NOVEMBER 1, 2024

Nvidia (NASDAQ: NVDA) stock investors got some good news to kick off their weekends. A Dow index membership means that mutual funds and exchange-traded funds (ETFs) designed to track the Dow will have to buy shares of Nvidia. The good news keeps rolling in for Nvidia stock investors. stock index.

Mutual Funds 189

Mutual Funds Exchange-Traded Funds Stock Exchanges Stock Market 189

The Motley Fool

JULY 26, 2024

What are hedge funds? A hedge fund has a lot in common with a standard actively managed mutual fund. Like a typical mutual fund , it pools the money of investors, and its managers decide how to invest that money. Hedge funds tend to charge significantly higher fees than mutual funds.

Hedge Funds 130

Hedge Funds Mutual Funds Accredited Investors Funds 130

The Motley Fool

JANUARY 14, 2024

Actually, participation is at its highest rate since the 2008 financial crisis, as shown below. By age 40, the average investor has around $162,000 in stocks (~50% of their total portfolio), while investors in their 50s have the largest stock balances, averaging $437,000 (~45% of their portfolios). Source: Statista.

Investors 130

Investors Mutual Funds Shareholders Education 130

The Motley Fool

OCTOBER 10, 2024

There are some good reasons why investors might want to buy it, but that doesn't mean every investor can buy it. Here's why most investors won't want to buy Berkshire Hathaway's A shares, even if they can afford to do it. It is more like a mutual fund that's run by a star manager. What does Berkshire Hathaway do?

Mutual Funds 130

Mutual Funds Conglomerates Banks Public Companies 130

The Motley Fool

SEPTEMBER 3, 2024

However, they are a part of life as a long-term investor. Look for companies that can share their earnings with investors and continue increasing that payout through recessions. Rowe Price's longevity and why it could be an excellent buy for any long-term investor today. How do you know a business can survive tough times?

Finance 130

Finance Financing Mutual Funds Education 130

The Motley Fool

NOVEMBER 27, 2024

Exchange-traded funds (ETF) continue revolutionizing how investors build their portfolios, offering cost-effective ways to access diverse market segments. Their popularity stems from several key advantages: lower costs compared to mutual funds, the ability to trade throughout the market day, and tax efficiency.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Capital 130

The Motley Fool

JULY 11, 2024

They can lead to a number of misconceptions that can cause people to either avoid index funds or overinvest in them, believing they can deliver returns that aren't realistic. Index funds aren't cheaper than other types of investments Index funds are among the cheapest investments you can find. Image source: Getty Images.

Funds 130

Funds Mutual Funds Stakes Shareholders 130

The Motley Fool

JULY 24, 2023

government stepping in to stabilize the situation, similar to 2008. What are money market funds? Money market funds are a type of mutual fund that invest in low-risk, short-term debt securities, such as government bonds and commercial paper. How will these changes impact investors? This led to the U.S.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Funds Mutual Funds Banks 130

The Motley Fool

DECEMBER 15, 2024

ETFs offer investors broad exposure to certain trends or industries, or they can be a simple way to invest in a category or market index. There are various ways to invest in the market, with many different index funds and index ETFs available to investors. Want to beat the market? Annualized, it has returned 16.4%

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Shareholders Funds 130

The Motley Fool

NOVEMBER 1, 2024

Warren Buffett provides a warning to investors Although Warren Buffett doesn't like to talk too much about his investment thoughts, there is one place where he is surprisingly candid about them -- Berkshire Hathaway's annual report. That makes Berkshire Hathaway something like a mutual fund. Perhaps during the next bear market.

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Companies 130

The Motley Fool

AUGUST 30, 2024

Investing in the stock market is one of the best ways to build wealth that lasts a lifetime, but it can be intimidating to get started if you're not an experienced investor. Over 10 years, Buffett's S&P 500 index fund earned total returns of roughly 126%. How safe is the S&P 500 index fund?

Hedge Funds 130

Hedge Funds Mutual Funds Investing Stock Market 130

The Motley Fool

OCTOBER 31, 2024

Exchange-traded funds (ETFs) are a great option for investors. This makes them a better alternative to mutual funds, which tend to cost more and are more difficult to trade. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,529 !* Take a look at the chart below.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Funds 130

The Motley Fool

NOVEMBER 4, 2024

Investors see that as good news for the stock that has already moved higher by about 20% this year. But it's not really why investors should be interested in owning shares. Because it's a smaller representation of the entire stock market, many mutual funds track the S&P 500 index rather than just the 30 DJIA stocks.

Mutual Funds 100

Mutual Funds Stock Market Stock Market Investors 100

The Motley Fool

JUNE 19, 2023

Take data dug up by mutual fund company Hartford, for example. The three exceptions, by the way, were a couple of slipups during the tech implosion of 2000 and 2001, and one headfake during 2008's mortgage meltdown. As an investor, however, a big part of your job is realistically weighing risk and reward.

Mutual Funds 130

Mutual Funds Prospects Funds Investors 130

The Motley Fool

OCTOBER 25, 2024

Meet the Technology Select Sector SPDR ETF Launched in late 1998, the Technology Select Sector SPDR ETF is an exchange-traded fund (ETF) -- a security that's a lot like a mutual fund, but it trades like a stock. A key to many investors' success with the ETF is its very impressive performance in the past.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Funds Stock Market 130

The Motley Fool

NOVEMBER 17, 2024

Typically, when a stock gets removed from one of the major indexes, such as the S&P 500 (SNPINDEX: ^GSPC) , it loses a lot of its appeal, especially to professional investors on Wall Street. Here's why the two businesses look like brilliant buy-and-hold investments for individual investors willing to hold for at least five years.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Enterprise Values Amortization 130

The Motley Fool

DECEMBER 6, 2024

Warren Buffett takes a bite of Domino's In mid-November, large hedge funds, mutual funds, and holding companies file their 13F filings , disclosing their buys and sells made during the prior quarter. Thus, shares may be worth a look for investors even after the strong month. Then youll want to hear this.

Mutual Funds 100

Mutual Funds Hedge Funds Conglomerates Stakes 100

The Motley Fool

NOVEMBER 18, 2024

Owning an index ETF delivers diversification and low costs, two factors that correlate to higher investor returns over the long term. They are easier to trade compared to more actively managed mutual funds and often carry low minimum initial investment requirements. The fund's expenses are relatively low, landing at just 0.22%.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Stock Market Stock Market 100

The Motley Fool

JUNE 9, 2024

That's most investors' ultimate goal. Own the biggest technology growth stocks for 19 years Veteran investors likely realize that one sector's stocks have dominated the market for over a couple of decades now. That's not just because most investors don't have 48 years to wait.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Portfolios Funds 100

The Motley Fool

JANUARY 3, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,181 !* It has been a phenomenal year for Rule Breaker investors, and I trust we'll have a happy new year. He's the first professional tennis player I've ever had on this podcast telling his story as an athlete and as an investor. for this year.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

The Motley Fool

OCTOBER 21, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,456 !* That's the cycle of the investor, and it really aligns with your whole life. That's the real cycle that we operate on as investors, whatever the news cycle thinks. Especially if you're a stock market investor, you've come across this phrase.

Investing 130

Investing Mutual Funds Banks Stock Market 130

The Big Picture

AUGUST 28, 2024

He is the author of The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions. His 2016 article “ How the Vanguard Effect Adds Up to $1 Trillion ” shocked the investment community.

Mutual Funds 69

Mutual Funds Assets Funds Asset Management 69

The Big Picture

NOVEMBER 11, 2023

She discusses how she began her career as a mutual fund attorney, learning the 40 Act (Investment Company Act of 1940 Definition) and learned the entire mutual fund industry from the bottom up. The tech-focused fund started in 2008 and invests in both public and private firms. trillion in client assets.

Mutual Funds 65

Mutual Funds Startups Assets Asset Management 65

The Motley Fool

OCTOBER 22, 2024

At this time, I'd like to turn the conference call over to Katie Turlington of investor relations. Katie Turlington -- Investor Relations Thank you all for joining AGNC Investment Corp.'s Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,736 !* Please go ahead. s third quarter 2024 earnings call.

Investing 241

Investing Securities and Exchange Commission (SEC) Leveraging Portfolios 241

The Motley Fool

SEPTEMBER 10, 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 September 9, 2024 This video was recorded on Sept. For example, this particular episode, I'll be sharing an essay from January 2008, then we'll jump forward to 2012 and 2013. What a year that was.

Investing 130

Investing Stock Market Stock Market Mutual Funds 130

The Big Picture

AUGUST 29, 2022

He is the author of several books, most recently, “The Bogle Effect,” how John Bogle and Vanguard turned Wall Street inside out and saved investors trillions. BALCHUNAS: I went to the Institutional Investor Magazine Newsletter division. But I covered derivatives at first, and then I cover mutual funds. RITHOLTZ: Oh, sure.

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Mutual Funds Funds Assets Asset Management 69

Dear Mr. Market

MARCH 11, 2023

Obviously this rattled a lot of nerves and the way we see it is that it won’t be a 2008 “Lehman” type event, however there will be other casualties or at least some banks that get major pressure. If you haven’t heard us rant about why we typically don’t like mutual funds , this is a case in point.

Investing 93

Investing Exchange-Traded Funds Mutual Funds Assets 93

Lakehouse Capital

MAY 25, 2022

In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it. loss for the month, marking its worst monthly return since the Global Financial Crisis in 2008.

Mutual Funds 52

Mutual Funds Banks Funds Accounting 52

Investment Writing

NOVEMBER 20, 2024

Buffett’s style works for various reasons: A plainspoken style instills trust in investors. For example, its 2010 full-service investor survey spurred J.D. ” On a similar note, “investors are no longer impressed with jargon. ” On a similar note, “investors are no longer impressed with jargon.

Mutual Funds 52

Mutual Funds Assets Debt Shareholders 52