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

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%

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The Motley Fool

AUGUST 8, 2023

Image source: Getty Images When you retire, what you need from your investment portfolio changes. In 2011, 38% of Vanguard 401(k) investors over age 55 had at least 70% of their portfolios in stocks. Why a stock-heavy portfolio is risky for older investors Stocks are an excellent investment. Now, nearly half do.

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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.

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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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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.

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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.

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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.

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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.

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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.

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The Motley Fool

NOVEMBER 8, 2024

There are two stocks in Berkshire Hathaway 's portfolio right now that every investor should consider. And if you use the correct investment strategy, they can still produce immense long-term gains for your portfolio. Since 2011, the combined basket of Visa and Mastercard has risen in value by about 2,000%.

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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.

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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.

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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.

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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

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The Motley Fool

JUNE 30, 2024

Agree Realty (NYSE: ADC) has transformed its business since a single lessee's bankruptcy forced it to cut its dividend in 2011. What happened to Agree's dividend in 2011? To understand just how much Agree has changed over the past decade requires going a little further back, to the 2011 dividend cut. Image source: Getty Images.

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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%

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Private Equity Wire

NOVEMBER 30, 2023

Rainier Partners and its portfolio company, SCI Flooring have added United Carpet to the firm’s flooring platform. In 2011, United Carpet expanded to Chicago, IL, where it has grown rapidly. United Carpet is a full-service floor covering provider serving customers in the multi-family, commercial, and residential markets.

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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.

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The Motley Fool

OCTOBER 19, 2024

My portfolio now includes several utility stocks. Flexon served as UGI's CFO for roughly six months in 2011 and was CEO of power company Dynegy from July 2011 to April 2018. I viewed utilities as boring investments for much of my life. And I recently added another: UGI Corporation (NYSE: UGI). Why did I buy shares of UGI?

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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.

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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.

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The Motley Fool

NOVEMBER 6, 2024

billion in 2011, and the S&P 500 returned 13% in 2012. Year Net Stock Purchases S&P 500's Return During the Next Year 2011 $14.2 To elaborate, Berkshire's stock portfolio was worth $272 billion as of Sept. For instance, Berkshire's net equity security purchases totaled $14.2 billion 13% 2013 $4.7 billion 11% 2015 $1.5

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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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The Motley Fool

NOVEMBER 20, 2024

And, if you exclude a down year in 2022, then Bitcoin delivered annualized returns of 230% in the decade from 2011 to 2021. A fundamental rule of investing is that you should attempt to diversify as much as possible, so as to limit the downside risk to your portfolio. Chief among them is diversification risk.

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The Motley Fool

FEBRUARY 5, 2024

With the launch of the new spot Bitcoin (CRYPTO: BTC) ETFs in January, there's now growing debate about just how much Bitcoin is prudent to hold in a well-diversified portfolio. Until this year, the consensus view had been that Bitcoin should account for only a tiny portion of your overall portfolio. Is Cathie Wood right?

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The Motley Fool

JUNE 8, 2024

Because of that, investors should look for ways to safeguard their portfolios ahead of future downturns. Here's why they think investors should buy these high-quality, high-yielding dividend stocks ahead of the next market downturn to add a safety net to their portfolio. That might make it easy to forget the tough times of the past.

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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%

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The Motley Fool

MAY 11, 2024

Personal finance experts preach the importance of diversifying your portfolio. One unexpected change in the company, the industry, or government regulations could wipe out a good chunk of your portfolio's value. Warren Buffett doesn't think diversification is always necessary when it comes to constructing a portfolio.

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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.

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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.

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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.

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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.

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The Motley Fool

NOVEMBER 18, 2024

Consider that, in the period from 2011-2021, Bitcoin delivered annualized returns of 230%. For example, Wood correctly predicted that institutional investors would start to make Bitcoin a bigger and bigger part of their overall portfolios. This year is no different, with Bitcoin soaring in value by more than 100%.

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The Motley Fool

OCTOBER 19, 2024

Steadily building a portfolio of high-quality dividend payers could set you up for decades of passive income. Luckily, building a portfolio of great stocks with the potential to continually raise their dividends doesn't have to be difficult. Dividend Equity ETF, you'll eventually find yourself with a sizable portfolio.

Portfolios 246

Portfolios Assets Returns Funds 246

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.

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The Motley Fool

NOVEMBER 19, 2024

Value investing can build great fortunes, and a hefty chunk of my portfolio is devoted to stable long-term wealth builders -- diversification is important, after all. My Netflix (NASDAQ: NFLX) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) buys are up by more than 1,000% each, but I started them in 2011 and 2010, respectively.

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