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 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

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 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

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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JULY 24, 2023

generated a total return of 3,787,464%. Buffett owns many stocks through Berkshire, which is why beginner and seasoned investors alike often track his portfolio, especially his largest holdings. Although they have trimmed their position in recent months, Chevron is still the fifth-largest holding in Berkshire's portfolio, at 5.5%.

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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

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

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

NOVEMBER 6, 2024

Indeed, since Buffett took control of the company in the mid-1960s, Berkshire shares have returned about 20% annually, while the S&P 500 (SNPINDEX: ^GSPC) has returned a little more than 10% annually. In many cases, those events preceded strong returns in the S&P 500 during the subsequent year. billion 13% 2013 $4.7

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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

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

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

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

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

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

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

NOVEMBER 18, 2024

These triple-digit returns are not even out of the ordinary. Consider that, in the period from 2011-2021, Bitcoin delivered annualized returns of 230%. Tech stocks, for example, only delivered annualized returns of 20% during that time period. Last year, Bitcoin was up more than 150%.

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The Motley Fool

OCTOBER 19, 2024

My portfolio now includes several utility stocks. However, UGI plans to return to increasing its dividend payout by roughly 4% per year in fiscal 2027 and beyond. 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. 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). 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

OCTOBER 19, 2024

Steadily building a portfolio of high-quality dividend payers could set you up for decades of passive income. Over the past 50 years, stocks that consistently raised their dividends produced a compound annual return more than one percentage point higher than stocks that merely paid a dividend but didn't raise it. The ETF boasts a 13.4%

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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

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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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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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

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 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 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

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

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

OCTOBER 31, 2024

Tesla's EV deliveries could shrink this year for the first time since the company launched its flagship Model S in 2011. Here's why the exchange-traded fund could be a great addition to any portfolio. Portfolio weightings are accurate as of Oct. or less, so investors will want to see outsize returns to justify that cost.

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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

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

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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