The Motley Fool

APRIL 5, 2024

On that note, here's a look at three compelling stock prospects that may prove particularly well-suited for retirement portfolios. In this vein, the two best-selling drugs of the two dozen in its portfolio each only account for about 15% of the company's top line, while no other drug makes up more than 8% of its sales.

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Portfolios Prospects Accounting Investors 243

The Motley Fool

JULY 24, 2023

Buffett owns many stocks through Berkshire, which is why beginner and seasoned investors alike often track his portfolio, especially his largest holdings. Although Apple alone constitutes almost 46% of Buffett's $372 billion portfolio, the bulk of the remaining investment is in 7 stocks, with each constituting 2% or more of his portfolio.

Portfolios 246

Portfolios Investing Stakes Capital 246

The Motley Fool

JULY 13, 2024

That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity. of Berkshire Hathaway's portfolio Apple (NASDAQ: AAPL) is Berkshire's largest position. of Berkshire Hathaway's portfolio Visa (NYSE: V) has more than 4.4 Apple: 44.8% Coca-Cola: 6.1%

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

AUGUST 24, 2024

While the Trust continues to own stakes in more than two dozen companies, 83% of its portfolio was comprised of just four stocks at the close of the second quarter. The Trust also benefits from Microsoft's quarterly dividend, which the company has paid out consistently since 2004 and increased every year since 2011.

Portfolios 246

Portfolios Stakes Returns Investors 246

The Motley Fool

SEPTEMBER 15, 2024

Acquiring high-quality companies in adjacent, similar verticals to its existing business lines, Federal Signal has become a 13-bagger since 2011. 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.

Mergers and Acquisitions 130

Mergers and Acquisitions Buyout Best Practices Accounting 130

The Motley Fool

SEPTEMBER 16, 2024

So, when Buffett makes changes in Berkshire's investment portfolio, the whole investing world pays attention. And he has been rapidly amassing a position in one super-safe investment -- a position that is approaching 50% of the company's entire investment portfolio. Image source: Getty Images.

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The Motley Fool

AUGUST 7, 2023

At the moment, more than $177 billion (47.3%) of the $375 billion investment portfolio Warren Buffett oversees at Berkshire Hathaway is invested in just three AI stocks. Apple's integration of AI solutions really ramped up in 2011 when it began using Siri on iPhone 4s. trillion global economic boost from the technology by 2030.

Portfolios 246

Portfolios Investing Prospects Shareholders 246

The Motley Fool

DECEMBER 3, 2023

Diversifying the holdings in your investment portfolio can be a valuable tool for most investors. Buffett's hyper-concentrated approach to portfolio composition won't be a good fit for most investors, but it's undoubtedly served him well through the years. of Berkshire Hathaway's portfolio is invested in Apple stock as of this writing.

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

MAY 17, 2024

An analysis of hedge fund returns between 2011 and 2020 found that the S&P 500 beat the average hedge fund's return every single year , and usually by a wide margin. That's what happened in early 2023, when Pershing Square added Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) to its portfolio. gains for the S&P 500.

Hedge Funds 240

Hedge Funds Portfolios Stakes Funds 240

The Motley Fool

AUGUST 26, 2024

Such funds offer a diverse portfolio of stocks representing numerous industries. And yet, Berkshire Hathaway's $312 billion investment portfolio is heavily concentrated in just a few stocks. Its top three holdings account for nearly 53% of the portfolio's value. Berkshire Hathaway CEO Warren Buffett.

Portfolios 241

Portfolios Stakes Investing Banks 241

Private Equity Professional

MARCH 6, 2025

Felbro Food Products , a food and beverage manufacturer, has been recapitalized by Felbro Culinary Specialties , a newly formed portfolio company of Clover Capital Partners and Evanston Partners. From 2002 to 2013, she served as CFO and COO of Kronos Foods , a Chicago-based food manufacturer and former Prospect Partners portfolio company.

Capital 130

Capital Startups Venture Capital Prospects 130

The Motley Fool

SEPTEMBER 11, 2024

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. pps 2011 to 2021 -0.12 percentage points between 2011 to 2021. percentage points from 2011 to 2021. pps 2000 to 2010 +3.64 pps = percentage points.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Prospects Returns 246

The Motley Fool

DECEMBER 19, 2023

He combines those attributes with a long time horizon, which allows the effects of compound growth to build his portfolio's value. of Berkshire's $373 billion portfolio of publicly traded stocks. of Berkshire Hathaway's portfolio Snowflake (NYSE: SNOW) is a leading provider of cloud computing services to businesses.

Portfolios 246

Portfolios Investing Shareholders Stakes 246

The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. Canadian National also has a long dividend history, with payouts dating back to 2011. Image source: Getty Images. It boasts a current yield of nearly 1.9%

Portfolios 246

Portfolios Investors Stakes Conglomerates 246

The Motley Fool

JANUARY 14, 2024

Each of the 10 largest holdings in the Berkshire Hathaway stock portfolio pays a dividend, and the company's largest stock positions generate an impressive amount of passive income each year. of the holding company's portfolio. billion, the stock holdings account for roughly 47% of Berkshire's total public stock portfolio.

Portfolios 246

Portfolios Banks Investing Accounting 246

The Motley Fool

JANUARY 2, 2024

Strikingly, the famous moneyman has delivered incredible returns while largely avoiding the time-honored practice of portfolio diversification. billion portfolio is concentrated in just two stocks. of Berkshire Hathaway's portfolio be invested in Apple (NASDAQ: AAPL) stock. of the company's portfolio. of Berkshire's $367.5

Portfolios 246

Portfolios Banks Conglomerates Financial Services 246

The Motley Fool

OCTOBER 12, 2024

There's also Microsoft's quarterly dividend, which the company has been paying consistently since 2004 and has raised every year since 2011. These AI-related services, including its AI-powered digital assistant -- Copilot -- could generate incremental revenue of $143 billion by 2027, according to analysts at Evercore ISS.

Portfolios 246

Portfolios Stakes Amortization Depreciation 246

The Motley Fool

DECEMBER 19, 2023

Closing out the old and ringing in the new is a great time for examination, and one of the places I start is with my portfolio. Since that initial purchase, Nvidia has soared 768%, and the stock has become my sixth-largest holding, amounting to nearly 6% of my portfolio. 15) and the incredibly valuable lesson I learned from each one.

Portfolios 246

Portfolios Investing Bidding Stakes 246

The Motley Fool

APRIL 1, 2025

It owns a diversified portfolio of properties secured by long-term net leases with many of the world's leading companies. With trillions of dollars in real estate suitable for net leases, Realty Income has lots of room to continue growing its portfolio and dividend payment. The REIT's ultra-high-yielding dividend (5.6%

Taxes 147

Taxes Banks Portfolios Capital 147

The Motley Fool

FEBRUARY 13, 2024

2011, shortly before Jobs' death. The Tim Cook era In 2011, the tech industry was much smaller than it is today. 2011 -- up 1,270% (or 1,530% on a total return basis). Current CEO Tim Cook took the helm in Aug. Cook had previously served as Chief Operating Officer, running the company's sales operation and supply chain.

Investing 246

Investing Returns Business Services Investors 246

The Motley Fool

JUNE 19, 2023

From 2008 to 2011, the insurer's combined ratio jumped to 104% -- a sign that its policies weren't profitable. Things began to improve when Cincinnati Financial hired its current chief executive officer, Steve Johnston, in May 2011. Since 2011, its average combined ratio has been a superb 95%. Last year, it paid out $2.76

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Returns Companies Investors Funds 246

Private Equity Wire

NOVEMBER 29, 2024

Founded in Shanghai in 2011 by its executives and Warburg Pincus, ESR has grown through a series of acquisitions and now manages a diverse portfolio of property-focused funds and real estate investments. The company raised $1.6bn during its 2019 IPO in Hong Kong, pricing shares at HKD16.8

Buyout 96

Buyout Mergers and Acquisitions Stock Exchanges Shareholders 96

The Motley Fool

AUGUST 20, 2024

Fortunately, building a dividend portfolio capable of paying as much as $14,000 in annual income doesn't require an extended deep dive into multiple company's financials. Since the Schwab ETF's inception in 2011, it has produced a slightly higher total return than the Vanguard Dividend Appreciation ETF. since its inception in 2011.

Exchange-Traded Funds 246

Exchange-Traded Funds Accounting Funds Portfolios 246

The Motley Fool

JANUARY 12, 2024

In this video, I will talk about Nvidia (NASDAQ: NVDA) , more specifically what its CEO said in 2011, how that turned out, and a look at some more recent announcements. Stock prices used were from the trading day of Jan. The video was published on Jan. Should you invest $1,000 in Nvidia right now? and Nvidia wasn't one of them.

Returns 246

Returns Portfolios Investors Investing 246

The Motley Fool

AUGUST 27, 2023

compound annual rate since 2011, including by 6% earlier this year. Dividend growth drivers include rising rental income at existing properties and investments to expand its apartment portfolio. An elite real estate income producer Realty Income owns a large and growing portfolio of commercial real estate. compound annual rate.

Portfolios 246

Portfolios Capital Investing Investors 246

The Motley Fool

APRIL 28, 2024

VanEck established this fund in December 2011, and its history over more than 12 years is long enough that its track record includes a few of the cyclical downturns that have always plagued the industry, reinforcing the fund's strength. It contains 26 companies that together cover all aspects of semiconductor design and manufacturing.

Exchange-Traded Funds 246

Exchange-Traded Funds Shareholders Stakes Prospects 246

The Motley Fool

FEBRUARY 4, 2024

The history of CrowdStrike CrowdStrike Holdings (NASDAQ: CRWD) was incorporated in 2011 in Austin, Texas. Kurtz, who worked at McAfee from 2004 to 2011, oversaw an innovative strategy at CrowdStrike. Image source: Getty Images. Led by CEO and founder George Kurtz, CrowdStrike has staked its own path within the cybersecurity industry.

Initial Public Offering 242

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The Motley Fool

MARCH 21, 2024

Some are concerned that it might already be too late to invest in Bitcoin, while others are concerned that the digital currency might still be too risky and volatile for their portfolios. Even better, this is going to be a long-term phenomenon, not just a short-term portfolio rebalancing act. Fair enough.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Exchange-Traded Funds Prospects Assets 245

The Motley Fool

MARCH 4, 2024

With the recent launch of new crypto exchange-traded funds (ETFs), it's never been easier to buy Bitcoin (CRYPTO: BTC) for your portfolio. Bitcoin has unmatched upside potential Since 2011, Bitcoin has soared in value from $1 to today's price of more than $62,000.

Exchange-Traded Funds 245

Exchange-Traded Funds Assets Banks Returns 245

The Motley Fool

MARCH 28, 2025

Amgen Amgen paid its first dividend in 2011. Thanks to its large portfolio of investigational products, the company looks set to develop newer medicines consistently and deliver strong financial results, helping support its excellent dividend program. Coca-Cola has a deep portfolio of products. Where to invest $1,000 right now?

Prospects 233

Prospects Portfolios Returns Companies 233

The Motley Fool

NOVEMBER 26, 2024

multiple that midstream MLPs traded at between 2011 and 2016. All three stocks trade well below the MLP average multiple from that 2011-to-2016 period. Despite the companies being in better financial shape today than under the old MLP model, the stocks trade at a discount to the 13.7

Leveraging 245

Leveraging Amortization Depreciation Earnings Before Interest 245

The Motley Fool

APRIL 5, 2024

Analysts at Jefferies see more gains ahead as Uber expands its portfolio of mobility products to attract new users and grow spending with existing customers. An explosion of product offerings Jefferies notes that Uber has gone from just two mobility products in 2011 to around 20 today.

Portfolios 228

Portfolios Returns Investors Companies 228

The Motley Fool

SEPTEMBER 30, 2024

In the second quarter, the average yield on debt securities in Ares Capital's portfolio was 12.2% The are no guarantees, but Ares Capital's portfolio of debt securities seems highly likely to continue supporting its high-yield dividend payment. At the end of June, just three of this BDC's portfolio companies, representing 1.5%

Investors 245

Investors Debt Professional Services Stakes 245

The Motley Fool

OCTOBER 5, 2024

In fact, the company's annual EV deliveries could shrink in 2024 for the first time since it started producing its flagship Model S in 2011. Tesla's deliveries are at risk of an annual decline Tesla began production for its flagship Model S in 2011, and it delivered 2,600 of them to customers in 2012.

Accounting 246

Accounting Returns Investors Companies 246

The Motley Fool

OCTOBER 28, 2024

12, 2011 when IBM was worth $216 billion and Microsoft had a market cap of $215 billion. Why IBM slumped as Microsoft soared In 2011, IBM and Microsoft were both considered mature tech companies. It might be hard to believe now, but IBM (NYSE: IBM) was once worth more than Microsoft (NASDAQ: MSFT). Image source: Getty Images.

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Returns Portfolios Investors Investing 246

The Motley Fool

SEPTEMBER 23, 2024

The average yield Ares received from its portfolio of debt securities was a healthy 12.2% With 525 companies already in its portfolio, its team of experienced underwriters receives heaps of new loan applications from businesses they're already familiar with. of the overall portfolio at cost was on nonaccrual status.

Investing 246

Investing Legal Stock Exchanges Debt 246

The Motley Fool

JUNE 11, 2024

Many investors had written off the company as a total loss, calling Reed Hastings one of the worst CEOs of 2011. But Netflix remains a large-cap value stock with serious growth potential , and you should consider having a few shares in your portfolio. The whole wealth-building story goes back to that fateful Qwikster announcement.

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Investing Accounting Portfolios Companies 245