The Motley Fool

SEPTEMBER 14, 2023

If you have enough safe assets, if you have enough treasury bills to live on for three years, or five years, or better yet, a decade. You're not going to panic when the rest of your holdings, the risky asset, the stocks that you own, fall by 50%, 60% You're not going to pull the trigger and sell those at the bottom.

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The Motley Fool

DECEMBER 13, 2023

You want to be a buyer of these types of assets when things look bad. The key difference is you had your come-to-rationality moment somewhat forced upon you in 2008, 2009, and Canadians, as a collective, went the other direction and put their foot down on the accelerator. Go back and look at what happened to the US in 2007-2009.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

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The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy.

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ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

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ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

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Debt Mutual Funds Capital Assets 52

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? What percentage of the assets are in ETFs relative to mutual funds? RITHOLTZ: Wow.

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The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

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The Motley Fool

JANUARY 3, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $358,640 !* By 2009, it had dropped below $5 a share. Many investment advisors and much of the regulated mutual fund industry, when facing imbalance, do have to rebalance. Let's briefly review Royal Caribbean.

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The Big Picture

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. They slowly accumulated some assets, but hardly moved the needle on Wall Street. Most of the hedge fund community would be revealed post-2009 as not worth their costs. Vanguard launched in 1974, to surprisingly little notice. S&P had a similar service.

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Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. We probably had 700 employees at that time, but only about $30 billion in assets under management. There is that same payment for distribution service, the mutual funds.

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This is going to be BIG.

DECEMBER 3, 2012

Apparently, venture capital is a cruddy asset class where you can't get returns over the long term. Not only that, but there's a "Series A Crunch" that we've been talking about since October of 2011 where good companies can't seem to get to their next round of funding. That might make sense, if venture capital was an asset class.

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Hedge Funds Venture Capital Education Mutual Funds 114

The Motley Fool

MAY 13, 2024

In fact, mutual funds that invest along these lines have come to be known as balanced funds. There might be some merit in these arguments but the challenge is that many of these asset classes are difficult and are expensive for the typical working-class American to invest in.

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The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: You said, I know, I want to run assets.

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The Motley Fool

DECEMBER 3, 2024

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $359,445 !* For me, this basically boils down to a question of assets versus investments. Now, I do consider our equity that we own in our home, an asset. If you look today the numbers are very encouraging.

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Accounting Education Assets Portfolios 130

Pension Pulse

MAY 19, 2023

Importantly, this market is on the verge of turning south and when it does, it's going to be really ugly: I would reiterate to bulls that since 2009 each time small caps had a death cross (50 dma below 200 dma), the S&P 500 imploded. Market neutral funds will engage in pair trading to remove market beta. No exceptions.

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The Big Picture

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. RITHOLTZ: Post-fidelity, post-Magellan fund. WAGNER: Exactly. RITHOLTZ: Right.

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The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. Did that, was the substantial purchase, a hundred plus billion dollars in 401k 00:17:03 [Speaker Changed] Assets. You gotta have people that know what they’re doing and they care about people, right? That’s right.

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The Big Picture

OCTOBER 21, 2024

Really, there are a few people in the world who have a better sense of distress, asset credit, real estate, and how to not only do the fundamental research, but tactically trade around the positions. As an example, institutional investors mentioned King Street in 2022, perhaps the worst year for hedge funds since oh 8 0 9.

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The Motley Fool

MARCH 17, 2025

However, long-term investing can help smooth out these short-term fluctuations and give time for an asset's fundamental value to shine through. But over time, some assets hold up better than others, leading to sustained price appreciation. And this may have something to do with the asset's focus on real-world utility.

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 311

The Motley Fool

JANUARY 19, 2025

If you used this strategy over the last 20 years, you'd have outperformed almost 92% of all domestic large-cap mutual funds. The odds are good that it'll continue to outperform nearly every actively managed fund on Wall Street over the next 20 years. Over time, however, fees will eat into every fund's returns.

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The Motley Fool

JANUARY 8, 2025

In some ways, it is like a mutual fund, given that the value of the company is equal to the value of its portfolio of mortgage securities. That, too, is more like the way investors look at a mutual fund. While most dividend investors don't focus on asset allocation, many investors do.

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Mutual Funds Investing Initial Public Offering Pension Funds 242

The Motley Fool

MARCH 23, 2025

The chart above is a long-term look at the performance of a mutual fund that tracks the S&P 500 index. Otherwise, if the volatility is just too much for you to handle or you need stability in your holdings, consider tweaking your asset allocation. And there's another, bigger fact to consider. Data by YCharts.

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The Big Picture

OCTOBER 15, 2024

00:10:16 [Speaker Changed] So, so you found the company in 2009 today, you’re the chairman. 00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. Well, 00:10:14 [Speaker Changed] Chat GBT is behind. What was the original business model?

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Venture Capital Private Companies Hedge Funds Capital 59

The Motley Fool

FEBRUARY 20, 2025

It weights these holdings by market value, so a sizable portion of the fund's assets is invested in some of the biggest and best businesses in the world. Its funds are thus some of the most affordable in the mutual fund industry. annually for every $1,000 you invest in the fund.

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The Motley Fool

DECEMBER 22, 2024

For investors who don't have the time to buy individual stocks, exchange-traded funds ( ETFs ) are a simple way to build a diversified portfolio. That sets them apart from mutual funds, which can only be traded once per day. Where to invest $1,000 right now? See the 10 stocks Image source: Getty Images.

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Mutual Funds Exchange-Traded Funds Stock Exchanges Stakes 246

The Motley Fool

MARCH 6, 2025

Berkshire has made purposeful adjustments to its stock before Berkshire launched its Class B shares in 1996 to help lower the barrier to entry for investors with smaller amounts of money and to prevent mutual funds from buying A shares and dividing them into smaller pieces. commission -- which was dirt cheap at the time.

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The Motley Fool

FEBRUARY 23, 2025

Billionaire Ron Baron is the founder and CEO of Baron Capital, an asset management company that oversees several mutual funds. The Baron Partners Fund returned 29% annually over the last five years, while the S&P 500 (SNPINDEX: ^GSPC) returned 15% annually over the same period.

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The Motley Fool

JANUARY 14, 2025

You can reinvest these dividends in more shares of the fund paying them. The kicker: A lot of investors don't realize it, but the QQQ's underlying Nasdaq-100 index also excludes financial (banks, brokers, asset managers, etc.) It's tempting but tricky to try to time any entries and exits of most technology stocks.

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The Motley Fool

FEBRUARY 26, 2025

But while digital assets remain highly volatile, they have also demonstrated an ability to deliver sustainable long-term returns. However, while digital assets have succeeded as a store of value (with a total market capitalization of $2.9 Enter XRP (CRYPTO: XRP). of global transactions, according to data from Statista.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 130

The Motley Fool

MARCH 17, 2025

Find a high-quality S&P 500 index fund Did you know that you can't directly invest in the S&P 500? Fortunately, certain mutual funds , called index funds , exist that you can buy. Index funds replicate a specified stock market index, including the companies and their weights.

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The Motley Fool

JANUARY 23, 2025

If you are looking for mortgage exposure to fill in a segment of an asset allocation model, this REIT would be a solid choice. The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too.

Investing 130

Investing Mutual Funds Pension Funds Education 130

The Big Picture

APRIL 11, 2023

And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. And I think, in a sense, to complete the story, you need to bring in what happened in 2009, in fact, the previous decade to these FAANG stocks — RITHOLTZ: Which was amazing. I mean, strong words for Buffett. RITHOLTZ: He was not a fan.

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The Motley Fool

FEBRUARY 19, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $361,466 !* Because the investment choices within your account are limited to a collection of maybe 20-25, maybe 30 mutual funds. Costs have come down, and now more plans have, index funds, target date funds.

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Accounting Mutual Funds Taxes Funds 130

The Motley Fool

JANUARY 29, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%.

Asset Management 130

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The Motley Fool

MARCH 7, 2025

Berkshire Hathaway is more like a mutual fund than a regular company. So what does an investor do with that, especially given the fact that Buffett and his team has been selling assets from the common stock portfolio to raise cash? He likes to buy good companies when they are reasonably priced, if not on the sale rack.

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The Motley Fool

JANUARY 22, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $365,174 !* If you start with JP Morgan, biggest bank, fourth quarter revenue there up 10%, non- interest revenue, Dylan, up 29%, led by asset management and investment banking. Goldman Sachs net revenue up 23%.

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