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History Says Being Added to S&P 500 Will Have This Impact on Palantir Stock

The Motley Fool

stocks and there is an enormous amount of investor money tied to the index because so many exchange-traded funds (ETFs) and mutual funds track/mimic its performance. pps 2011 to 2021 +0.04 Between 2011 and 2021, stocks added to the S&P showed a decline of 0.04 percentage points between 2011 and 2021.

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The Stock Market's as Strong as It's Ever Been, but There's a Catch

The Motley Fool

Yes, times have changed There was a time when mutual funds' and brokerage firms' marketing materials touted how there'd never been a 10-year period since The Great Depression that the market had lost ground. Ditto for Apple , which hasn't been quite the same since the late Steve Jobs stepped down as CEO back in 2011.

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A New Stock Is About to Join the S&P 500. Does History Show That Buying It Now Could Pay Off?

The Motley Fool

For one thing, exchange-traded funds (ETFs) and mutual funds that track the S&P 500 index must scoop up shares. From 2011 through 2021, the level dropped to a decline of 0.04%. The cybersecurity stock jumped nearly 4% as investors applauded the move. The publicity can also attract the interest of retail investors.

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Looking for a Simple and Safer Way to Invest in the Chip Industry? This ETF Could Be Your Best Option

The Motley Fool

Since the fund's inception in December 2011, its share price has risen by an average of 26% per year. The fund charges an ETF expense ratio of 0.35%. According to Morningstar, expense ratios average 0.36% for ETFs and mutual funds in 2023. Still, the VanEck ETF has fared well over downcycles.

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3 Magnificent S&P 500 Dividend Stocks Down 43%, 20%, and 53% to Buy and Hold Forever

The Motley Fool

The loss of patent protection on its blood thinner Lipitor in 2011 was a blow it never quite got over, but it would also be naïve to believe the company's research and development (R&D) and acquisitions are as strong now as they were in the past. Here's a rundown of three of these best bets right now. Much has changed since then, however.

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"Rule Breaker Investing" Mailbag: A Different Way to Score Your "Magnificent Seven" Exposure

The Motley Fool

There's a phenomenon called window dressing, which is occasionally indulged in by some of the mutual funds, especially some of the more popular mutual funds out there. Tesla, I recommended in 2011 just weeks after Elon Musk had visited Motley Fool headquarters and given a stump speech about Tesla.

Investing 130
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How Is Disney Doing?

The Motley Fool

In fact, mutual funds that invest along these lines have come to be known as balanced funds. But I will point out that the gold ETF was trading a hair under 180, so just a little below where it is today, back in 2011. I think it's fine to own some commodities if you've done the research and you understand the investment.