The Motley Fool

JULY 16, 2024

Here's another good reason to favor the S&P 500: According to the folks at S&P Dow Jones Indices, over the past 15 years, the S&P 500 index outperformed a whopping 88% of managed large-cap mutual funds, and it outperformed 87% over the past decade. Why does the S&P 500 index perform so well ?

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Funds Investing Mutual Funds Accounting 219

The Motley Fool

DECEMBER 20, 2023

The S&P 500 checks off a lot of boxes at once Various financial institutions put together their own S&P 500 funds to mirror the index. Some of these are mutual funds. Others are exchange-traded funds (ETFs). 9, 2010, inception. VOO Total Return Level data by YCharts.

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Mutual Funds Funds Investing Exchange-Traded Funds 130

The Motley Fool

AUGUST 11, 2024

Fearing market weakness was on the horizon, people started locking in low interest rates on long-term bonds even though they could have achieved better returns on short-term instruments like three-month Treasuries and even certain money market funds. That's the inversion of the yield curve you've been hearing about ever since.

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Mutual Funds Investors Funds Returns 238

The Motley Fool

AUGUST 16, 2023

For one thing, exchange-traded funds (ETFs) and mutual funds that track the S&P 500 index must scoop up shares. Between 1995 and 1999, stocks that were added to the S&P 500 delivered median excess returns of 8.32%. During the period between 2000 and 2010, the median excess returns fell to 3.64%.

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Exchange-Traded Funds Mutual Funds Prospects Funds 246

The Motley Fool

JUNE 22, 2024

Notice that the dividend jumped higher early on, but since around 2010 or so it has largely been heading lower. It earns the difference between the yield on the securities it owns and the costs it incurs to invest, which often include interest costs because of the use of leverage in an effort to enhance returns. wasn’t one of them.

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Investing Mutual Funds Leveraging Pension Funds 130

The Motley Fool

AUGUST 1, 2024

Let's start with a 2024 survey from Gallup that asked: "Which of the following do you think is the best long-term investment -- [bonds, real estate, savings accounts or CDs, stocks or mutual funds, gold (or) cryptocurrency]?" Now let's look at the kinds of investments we should like the most -- and in which circumstances.

Investing 130

Investing Exchange-Traded Funds Mutual Funds Assets 130

The Motley Fool

JULY 11, 2024

Index funds are extremely popular investments for a number of reasons, but they can also be confusing, especially if you're new to investing. 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.

Funds 130

Funds Mutual Funds Stakes Shareholders 130

The Motley Fool

JANUARY 15, 2024

Tesla's incredible run Since its initial public offering (IPO) in 2010, Tesla's stock price has risen over 14,000%. While Tesla has garnered its share of institutional support from the likes of Wood and mutual fund manager Ron Baron, the company is also a favorite among retail investors. .*

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Initial Public Offering Mutual Funds Prospects Shareholders 246

The Motley Fool

SEPTEMBER 1, 2023

Buffett created Class B shares to deter fund managers from setting up a mutual fund-like structure that would sell slices of the company in smaller pieces. See the 10 stocks *Stock Advisor returns as of August 21, 2023 Collin Brantmeyer has positions in Berkshire Hathaway. and Berkshire Hathaway wasn't one of them!

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Mutual Funds Shareholders Liabilities Investors 246

ClearMoney

FEBRUARY 22, 2022

One colorful example, known as the Hindenburg Omen, had a brief moment of fame in 2010. When it flashed a “sell” signal on Thursday, August 12, 2010, internet chat rooms and Wall Street trading desks were buzzing the next day, Friday the 13th, with talk of a looming crash, according to the Wall Street Journal.4 31, 2021.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

ClearMoney

DECEMBER 5, 2021

A bondholder generally expects to receive interest payments as well as the return of principal. In contrast, even if bitcoin are held for decades, the owner may never receive more bitcoin, and unlike stocks and bonds, it is not clear that bitcoin offers investors positive expected returns. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

ClearMoney

SEPTEMBER 24, 2021

Assuming an average 10% return, as the S&P 500 has returned historically, money invested in the stock market doubles every seven years.) Most people don’t have enough money saved to be able to live adequately in retirement without earning some kind of investment return. 5 (2010): 1915–1947. I’m too late.

Mutual Funds 52

Mutual Funds Investing Taxes Stock Market 52

The Motley Fool

OCTOBER 16, 2024

At any rate, inflation -- fast or slow -- means that people who fail to earn a return on their savings will see their wealth decrease over time. How to Invest Now , to be clear , there are many ways to generate a return on your money, including real estate , precious metals, commodities, and even cryptocurrencies. per year).

Investing 245

Investing Exchange-Traded Funds Mutual Funds Education 245

The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? So it was Franklin, along with mutual fund pioneer Sir John Templeton. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. RITHOLTZ: You’re going to be passing that.

Mutual Funds 87

Mutual Funds Mergers and Acquisitions Asset Management Assets 87

The Big Picture

OCTOBER 24, 2022

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: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

Mutual Funds 52

Mutual Funds Assets Taxes Portfolios 52

The Motley Fool

OCTOBER 20, 2024

Fortunately, one ETF has mastered the art of driving significant investor returns in this industry, and the relatively low risk of the ETF may make it a choice investors should not ignore. Every other holding is 5% of the fund or less, and industry stalwarts such as Intel, AMD , ASML , and Micron also contribute to the fund's success.

Exchange-Traded Funds 188

Exchange-Traded Funds Mutual Funds Investing Funds 188

The Motley Fool

OCTOBER 10, 2024

It is more like a mutual fund that's run by a star manager. Sure, it is a diversified company that could easily be seen as something similar to a mutual fund. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $20,579 !* data by YCharts.

Mutual Funds 130

Mutual Funds Conglomerates Banks Public Companies 130

The Big Picture

AUGUST 28, 2024

Well, they have been going that way for a while there’s already a couple 0 fee ETF out there they are from companies that aren’t as popular as a Schwab or a State Street so I think once you get below 5 basis points you get to this realm of like super dirt cheap where people don’t really care are you 3 or 4 are you two or three you (..)

Mutual Funds 67

Mutual Funds Assets Funds Asset Management 67

The Motley Fool

JUNE 20, 2024

That was 2010 and I really never looked back. I was investing and I think for most of that was in the form of mutual funds, which were more in vogue at the time. They had a great loyalty program that stoked more return visits. This has been of all the jobs I had the one I've enjoyed the most. You could call it investing.

Investing 130

Investing Banks Active Investors Mutual Funds 130

The Motley Fool

OCTOBER 21, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,285 !* See 3 “Double Down” stocks » *Stock Advisor returns as of October 21, 2024 This video was recorded on Sept. It's not about chasing yesterday's returns or trying to hit on the hot group of the latest stocks.

Investing 130

Investing Mutual Funds Stock Market Stock Market 130

The Motley Fool

JANUARY 28, 2024

How to prepare for periods with lower rates of return. See the 10 stocks *Stock Advisor returns as of 1/8/2024 This video was recorded on January 14, 2024. If it's already in the price, then that means that it won't have any more predictive power for returns going forward. Savings goals. Whether the U.S.

Stock Market 130

Stock Market Stock Market Funds Returns 130

The Motley Fool

JULY 27, 2024

Or, in the case of, say, a mutual fund, it might sell shares in order to generate some cash with which to cover withdrawals from the fund. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $20,554 !* So any given move might not be driven by Buffett himself.

Banks 211

Banks Mutual Funds Stakes Prospects 211

The Motley Fool

JUNE 28, 2024

Legendary investor Peter Lynch earned 29% annualized returns as a mutual fund manager in the 1980s. For example, $10,000 invested in Lululemon Athletica in 2010 would be worth $92,000 today. If Cava eventually opens 3,500 stores, like Chipotle has, the stock could deliver exceptional returns.

Initial Public Offering 189

Initial Public Offering Mutual Funds Stakes Stock Market 189

The Motley Fool

MAY 13, 2024

The 10 stocks that made the cut could produce monster returns in the coming years, potentially setting you up for a more prosperous retirement. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Consider when Nvidia made this list on April 15, 2005. David Gardner: I try never to say never.

Investing 130

Investing Due Diligence Mutual Funds Companies 130

The Motley Fool

JANUARY 3, 2024

Here are three stocks that are so good you can slowly pick up shares regardless of what the market is doing and expect a decent return over the long term. The Vanguard S&P 500 ETF (NYSEMKT: VOO) is an exchange-traded fund built to mimic the S&P 500 , an index of 500 of the largest publicly traded companies in the U.S.

Initial Public Offering 186

Initial Public Offering Exchange-Traded Funds Mutual Funds Hedge Funds 186

Pension Pulse

FEBRUARY 16, 2024

A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon. That fund, Scion Capital, also boosted bets on Chinese e-commerce giants Alibaba and JD.com.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

OCTOBER 15, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,122 !* See 3 “Double Down” stocks » *Stock Advisor returns as of October 14, 2024 This video was recorded on Oct. You have to do is file Form 709 with your tax return, and that amount over $18,000 reduces the 13.61

Taxes 130

Taxes Mutual Funds Accounting Financing 130

Walkner Condon Financial Advisors

MAY 31, 2024

The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers. Beginning in 2010, Roth IRA conversions became available to every income level, thus making backdoor Roth IRA contributions a viable tax strategy. directly to a qualified charity.

Taxes 105

Taxes Liabilities Mutual Funds Capital 105

The Motley Fool

MARCH 5, 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 February 26, 2024 This video was recorded on Feb. Using the power of compounding returns, there really is no substitute. David Gardner: Mailbag. David Gardner: That is just fantastic.

Investing 130

Investing Mutual Funds Portfolios Companies 130

The Big Picture

AUGUST 20, 2024

And so he was returning to Soros. That’s a crazy return when you think about it, that that’s happening every single month. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account. But the non funds, the direct ownership is primarily active. Now it’s over 50%.

Asset Management 67

Asset Management Assets Mutual Funds Taxes 67

The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Mutual Funds 62

Mutual Funds Assets Funds Companies 62

ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. Consistent with this belief, the evidence suggests there has not been a strong relation between country debt and equity market returns. Ballooning Debt. Turning to the Data.

Returns 52

Returns Debt Mutual Funds Capital 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. SEIDES: And hedge funds were the same way.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

AUGUST 7, 2024

Index funds have significantly outperformed their actively managed counterparts over long periods. For example, according to the folks at S&P Dow Jones Indices, over the past 15 years, the S&P 500 index outperformed a whopping 88% of managed large-cap mutual funds, and it outperformed 87% over the past decade.

Investing 130

Investing Exchange-Traded Funds Mutual Funds Hedge Funds 130

ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. Consistent with this belief, the evidence suggests there has not been a strong relation between country debt and equity market returns. Ballooning Debt. Turning to the Data.

Debt 52

Debt Mutual Funds Capital Funds 52

The Motley Fool

JUNE 20, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $20,589 !* See 3 “Double Down” stocks » *Stock Advisor returns as of June 11, 2024 This video was recorded on June 15, 2024. At that time, was interested in mutual funds. I bought this company's mutual fund.

Mutual Funds 130

Mutual Funds Investing Banks Financing 130

The Big Picture

MARCH 26, 2024

So I had some familiarity, but in advance of the interview, I also did more research on Marty on his side of the organization, which was the mutual fund, hedge fund investment newsletter side. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down. Had no choice.

Assets 57

Assets Funds Hedge Funds Financing 57