The Motley Fool

FEBRUARY 21, 2024

Before I turn the call over to the team, I wanted to provide a short summary on our 16-company Medici portfolio, a noncore asset that many holders have requested an update on. As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

NOVEMBER 9, 2023

When I joined Walker in Dunlop in 2003, I looked at the consistent revenues generated by the company's $4 billion loan servicing portfolio and said to myself, "More of that." And that strategy has worked, resulting in negligible credit defaults, allowing us to fully benefit from our servicing and asset management cash flows.

Asset Management 100

Asset Management Deal Flow Assets Finance 100

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.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

MAY 1, 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. Those initiatives have helped us on profit-generating side.

Liabilities 130

Liabilities Accounting Legal Leveraging 130

ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Indices are not available for direct investment. and top 87.5%

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Indices are not available for direct investment. and top 87.5%

Debt 52

Debt Mutual Funds Capital Assets 52

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. They get trained at great places.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

DECEMBER 25, 2024

But this JPMorgan instrument may be well worth its 0.35% management fee. Here's a quick rundown of the fund's unique qualities: The good: The Premium Income ETF's experienced management team relies on data science to select high-income stocks from the growth-oriented Nasdaq 100 market index.

Investing 244

Investing Exchange-Traded Funds Management Fees Funds 244

The Motley Fool

FEBRUARY 1, 2025

Just holding on to these types of ETFs for the long haul can help you grow your portfolio in the years ahead. But avoiding and minimizing fees is also another important consideration, as they can put a dent in your overall returns. Stock Market ETF Another broad ETF to consider for your portfolio is the iShares Core S&P Total U.S.

Exchange-Traded Funds 228

Exchange-Traded Funds Management Fees Stock Market Stock Market 228

The Motley Fool

DECEMBER 23, 2024

The simplicity is actually a key feature for long-term success that can help your portfolio perform better than the vast majority of professional fund managers out there. One area that deserves some blame is the fees that these fund managers charge. Image source: Getty Images.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

FEBRUARY 23, 2025

Sign Up For Free This means now is a great time to search for value in the market and add some reasonably priced players to your portfolio. And if you don't have time to sift through the market looking for stocks, I've got an easy and quick way for you to automatically add today's top large-cap value stocks to your portfolio.

Exchange-Traded Funds 211

Exchange-Traded Funds Management Fees Funds Portfolios 211

The Motley Fool

JANUARY 25, 2025

They trade on the market, so they're much easier to invest in than traditional mutual funds, and they often come with low expense ratios instead of high management fees. All of its ETFs track an index, so they're passively managed and come with some of the lowest fees you can find. Image source: Getty Images.

Mutual Funds 237

Mutual Funds Exchange-Traded Funds Management Fees Funds 237

The Motley Fool

MARCH 15, 2025

It has steadily grown its portfolio and cash flow, enabling it to routinely increase its dividend, and it has raised its payout for 35 straight years, the third-longest streak in the REIT sector. The asset manager generates relatively steady income from advisory fees. Rowe Price T. Rowe Price T. trillion last year, an 11.2%

Exchange-Traded Funds 242

Exchange-Traded Funds Management Fees Assets Asset Management 242

The Motley Fool

FEBRUARY 23, 2025

You'll pay next to nothing in fees Vanguard is known for its low-cost funds, and the Vanguard S&P 500 ETF is no exception. in management fees. Spending less on fees is a fantastic way to maximize your gains. Many actively managed funds charge much more and may not even earn you better gains over the long term.

Investing 217

Investing Exchange-Traded Funds Management Fees Funds 217

The Motley Fool

FEBRUARY 2, 2025

The REIT's backbone is its high-quality real estate portfolio. Realty Income compliments its rock-solid real estate portfolio with a strong financial profile. market) to its portfolio. This strategy should supply it with greater access to capital and management fee income while enhancing its investment returns.

Management Fees 173

Management Fees Taxes Capital Portfolios 173

The Motley Fool

FEBRUARY 27, 2025

Learn More A high-quality real estate portfolio Realty Income owns a highly diversified commercial real estate portfolio. Its portfolio spans retail, accounting for 79.4% With its portfolio producing over $3.6 And it's launching new investment platforms related to credit and private capital management.

Management Fees 147

Management Fees Capital Taxes Portfolios 147

The Motley Fool

MARCH 9, 2025

With volatility spiking and stock market indexes like the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC) down on the year, investors may be looking for ways to diversify their portfolios and collect some passive income. Many ETFs also pay dividends. Fortunately, the Schwab U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Funds Assets 130

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $341,656 !* NIR ex-markets was up 3.1 billion or 30%. Revenue of 5.8

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

MARCH 27, 2025

Nearly a third of its portfolio consists of tech leaders like Nvidia , Microsoft , and Apple , companies at the forefront of developing and deploying these transformative technologies. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $295,009 !* The bottom line?

Exchange-Traded Funds 240

Exchange-Traded Funds Consulting Consultants Management Fees 240

The Motley Fool

JANUARY 24, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $381,744 !* billion repositioning of our investment portfolio that will accelerate improvement in financial performance and is expected to be $0.13 Excluding this item, wealth management fees were up 1.9

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

FEBRUARY 5, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $307,661 !* And in our international businesses, we continue to diversify our product portfolio in Japan, including retirement solutions, and we expanded our distribution channels in Brazil. improved 70 basis points from 2023.

Liabilities 130

Liabilities Capital Assets Asset Management 130

The Big Picture

JANUARY 7, 2025

So moved over to London back in 2009 and the rest is history. My family would argue with you, Barry, and argue with anybody who asked them that I live on a plane ’cause I manage a global business over seven offices, sixth of which happen to be in the us. And one of them Brevin Howard would, was headquartered in London.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Motley Fool

APRIL 6, 2025

Here's why it's a great stock to steady any portfolio right now. This fund offers stability despite investing in a cyclical industry Will Healy (VanEck Semiconductor ETF): When seeking to steady your portfolio, purchasing an exchange-traded fund (ETF) that invests in a basket of stocks can offer you reassurance while keeping you invested.

Portfolios 221

Portfolios Exchange-Traded Funds Stock Market Stock Market 221