The Motley Fool

JULY 13, 2024

Over that 59-year stretch, he steered the conglomerate to average annual returns of 19.8%, which is nearly twice the average annual return delivered by the S&P 500 index over the same period. of Berkshire Hathaway's portfolio Apple (NASDAQ: AAPL) is Berkshire's largest position. investment company since 1965. Apple: 44.8%

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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 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.

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The Motley Fool

SEPTEMBER 16, 2024

in 1965 and the end of last year, it produced compound annualized returns of 19.8% average total return of the S&P 500 in that time. Over that span, Berkshire's total return has been 140 times that of the index. Over that span, Berkshire's total return has been 140 times that of the index. for shareholders.

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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. In fact, during that 10-year stretch, hedge funds returned roughly 5%, on average, compared to 14.4% gains for the S&P 500. The hedge fund holds 9.4

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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. The strategy prevents you from putting too many eggs in potentially dangerous baskets, while still leaving the door open for strong returns when big winners flourish. But diversification isn't for everyone. Roughly 48.6%

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The Motley Fool

SEPTEMBER 11, 2024

percentage points between the announcement date and the effective date, while stocks added to the index between 2000 and 2010 saw an excess return of 3.6 The S&P 500 "index effect" has diminished over time Median Excess Returns vs. S&P 500* Sample Additions to Index Sample Deletions from Index 1995 to 1999 +8.32

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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

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

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

DECEMBER 19, 2023

compound annual return, which is about twice the return of the benchmark S&P 500 index. He also favors companies returning money to shareholders through dividends and stock buybacks. He combines those attributes with a long time horizon, which allows the effects of compound growth to build his portfolio's value.

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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.

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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

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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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.

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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). The 10 stocks that made the cut could produce monster returns in the coming years. Current CEO Tim Cook took the helm in Aug. Image source: Apple.

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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

APRIL 28, 2024

Although stocks like Nvidia and Tesla have experienced massive market-beating returns, numerous others underperform the index, and some lose value. Furthermore, the industry has changed since 2011, with the growing importance of smartphones and the emergence of chip-enabled technologies such as artificial intelligence (AI).

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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. The 10 stocks that made the cut could produce monster returns in the coming years. Stock prices used were from the trading day of Jan. The video was published on Jan.

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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. See 3 “Double Down” stocks » *Stock Advisor returns as of October 7, 2024 Danny Vena has positions in Canadian National Railway and Microsoft. The current yield of 0.8%

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The Motley Fool

JUNE 19, 2023

These stocks also produce solid returns with less volatility than others. According to a study by Hartford Funds, companies that have initiated or increased their dividends have delivered returns of 10.2% From 2008 to 2011, the insurer's combined ratio jumped to 104% -- a sign that its policies weren't profitable. annually.

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Private Equity Professional

APRIL 3, 2025

Lindens earlier structured capital fund closed in July 2011 with $355 million of capital commitments. Limited partners in SCF II include both new and returning SCF I investors such as pension plans, insurance companies, family offices, and asset managers from the United States, Europe, Asia, and the Middle East.

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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. The 10 stocks that made the cut could produce monster returns in the coming years. Image source: Getty Images.

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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.

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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. Bitcoin's annualized return was 230% per year.

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The Motley Fool

JUNE 28, 2024

Apple's stock growth since Jobs' return If one had bought $1,000 in Apple stock when Jobs returned in February 1997 and held on until today, that position would be worth around $1.8 AAPL Total Return Level data by YCharts. AAPL Total Return Level data by YCharts. Consider when Nvidia made this list on April 15, 2005.

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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.

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The Motley Fool

MARCH 28, 2025

Also, reinvesting the dividend can significantly boost long-term returns. 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.

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The Motley Fool

APRIL 17, 2024

A staggering 85% of the S&P 500 's total returns since 1960 have emanated from dividend payouts, according to a report by Hartford Funds. biotech firm, has been a coveted dividend stock since it began regular distributions to shareholders in 2011. AMGN Total Return Level data by YCharts. Image source: Getty Images.

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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. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

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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

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

APRIL 27, 2024

Berkshire Hathaway has trounced the returns of the S&P 500 index since Buffett took control of the company in 1965. Some of Berkshire's strong gains can be attributed to high-flying stocks in its investment portfolio. DaVita Buffett first initiated a position in DaVita (NYSE: DVA) in 2011.

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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

AUGUST 23, 2024

Dividends help shareholders realize an investment return without having to sell the stock. A large enough dividend portfolio can grow into a wealth machine, pumping out thousands of dollars in annual passive income. Second, investors should build a diversified portfolio so as not to rely on a few stocks for their dividend income.

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Exchange-Traded Funds Portfolios Shareholders Funds 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. The 10 stocks that made the cut could produce monster returns in the coming years. That last time that happened was on Dec.

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Returns Portfolios Investors Investing 246

The Motley Fool

APRIL 12, 2024

When Alphabet first launched the Google Brain project in 2011 to develop a deep learning neural network to teach AI to recognize images, it was spearheaded by Stanford computer scientist Andrew Ng and noted AI researcher and Google fellow Jeff Dean. The 10 stocks that made the cut could produce monster returns in the coming years.

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