2009 Mutual Funds Portfolios 
The Motley Fool
AUGUST 31, 2024
38% of mutual fund investors think they don't pay any mutual fund fees or expenses. Here's a very stark example, modeling hedge fund fees, which can be exceptionally steep, from the folks at Dividend Growth Investor: "If you invested $1,000 in Berkshire Hathaway in 1965, by 2009 your investment would have been worth $4.3
The Motley Fool
DECEMBER 15, 2024
Exchange-traded funds (ETFs) are one way to go about it. Equity ETFs invest in stocks, providing diversification like a mutual fund. Financial stocks make up the largest portion, nearly 22% of the portfolio. You can pick ETFs that generate income while aligning with your risk and return objectives.
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The Motley Fool
AUGUST 14, 2024
Whether I'm investing through a mutual fund, 401(k), or buying individual stocks , my goal has never been to invest in winners every time. That's how I've slowly built my portfolio. While past performance is no guarantee of the future, 150 years of evidence feels pretty solid to me, backing up my own experience with the market.
The Motley Fool
NOVEMBER 21, 2024
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). The Vanguard Utilities ETF has a below-average expense ratio of 0.1%, meaning shareholders will pay $1 annually on every $1,000 invested in the fund.
The Motley Fool
DECEMBER 2, 2024
As of the end of Q3, Berkshire boasted $325 billion worth of cash or cash-like investments -- roughly one-third of the conglomerate's current value -- as Warren Buffett and his lieutenants can't find anything they like well enough to add to Berkshire's portfolio at this time. This is where things get interesting.
The Motley Fool
JANUARY 24, 2024
The business came public in 2009, but it was transformed in 2016 when it merged with semiconductor giant Avago Technologies. By making the stock more accessible to small investors, Broadcom can reduce the concentration of voting power among hedge funds, mutual funds, and institutions, so the split would also benefit the company.
The Motley Fool
FEBRUARY 12, 2025
That's kind of how a mutual fund operates, only a mutual fund doesn't buy entire companies. That portfolio is tracked closely by investors, and Buffett is often a valuable advisor to the companies in which he owns shares. But Berkshire benefits from the long-term growth of those investments.
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