The Motley Fool

SEPTEMBER 30, 2024

With a brief exception in 2018, it's been making monthly dividend payments that have risen or remained steady since 2011. Around 31% of Ares Capital's investments are equity stakes or fixed-rate loans. The 10 stocks that made the cut could produce monster returns in the coming years. At recent prices, it offers a 10.7%

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The Motley Fool

JUNE 29, 2024

Dogecoin was created from the open source code for Litecoin , an altcoin that was forked from Bitcoin's blockchain in 2011. Shiba Inu was built on the Ethereum (CRYPTO: ETH) blockchain, which transitioned from the energy-intensive PoW method to the more energy-efficient proof of stake ( PoS ) method in 2022.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Stakes Assets 246

The Motley Fool

SEPTEMBER 22, 2024

Image source: Bank of America Buffett and Bank of America Buffett has long been a fan of Bank of America, singing the praises of CEO Brian Moynihan time and again, and he's owned the stock since he bought preferred shares of BofA in 2011. The conglomerate already has a record-high cash balance after dumping so much of its Apple stake.

Banks 246

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The Motley Fool

JULY 30, 2024

The stake amounted to around $2.3 Bank of America (BofA) stock has performed well since Berkshire first invested in it in 2011, returning around 12% compounded annually. We don't know for sure why Buffett and his team at Berkshire continue to sell their stake in Bank of America. sold off nearly 52.8 bank since 2019.

Banks 235

Banks Investors Stakes Assets 235

The Motley Fool

JULY 24, 2023

generated a total return of 3,787,464%. Buffett loves financially strong companies with consistently growing cash flows and return on capital. Chevron's return on capital employed of 20.3% last year was also its highest since 2011. Buffett now owns more than a 25% stake in Occidental, and the stock makes up 3.5%

Portfolios 246

Portfolios Investing Stakes Capital 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. In fact, during that 10-year stretch, hedge funds returned roughly 5%, on average, compared to 14.4% gains for the S&P 500. 1 Amazon Web Services.

Hedge Funds 240

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The Motley Fool

AUGUST 13, 2023

Buffett first bought a stake in the iPhone maker in the first quarter of 2016. 9), translating to a monster return of 579% that trounces the overall market. When Steve Jobs passed away in 2011, investors thought that Tim Cook wouldn't be able to be as successful in guiding Apple to new heights. Even Buffett agrees.

Conglomerates 245

Conglomerates Stakes Shareholders Capital 245

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. It owns a majority stake in Waymo, which completes over 100,000 driverless ride-sharing trips every single week across Los Angeles, San Francisco, and Phoenix. billion from outside investors.

Exchange-Traded Funds 246

Exchange-Traded Funds Stakes Funds Portfolios 246

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. The 10 stocks that made the cut could produce monster returns in the coming years. for shareholders.

Portfolios 246

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The Motley Fool

AUGUST 26, 2024

Not only did Buffett spend an estimated $37 billion acquiring a stake in Apple from 2016 through 2018, but the stock has appreciated greatly since then. Recently, Buffett trimmed the position over the last three quarters, including a massive sale of nearly half of Berkshire's remaining stake in the second quarter.

Portfolios 241

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The Motley Fool

OCTOBER 27, 2024

That's probably why Berkshire started to buy Visa in 2011 and now holds a $2.35 billion stake in the company. billion stake in the company. billion stake in the insurer. However, Visa will likely overcome those near-term regulatory challenges and continue growing as more consumers stop using cash-based payments.

Stakes 246

Stakes Financial Institutions Conglomerates Banks 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

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The Motley Fool

FEBRUARY 20, 2024

That's because the market has consistently produced better returns than pretty much any other reasonable investment. But if you're a long-term investor, then you don't want to pass up the returns you could potentially earn over time -- so opening a brokerage account and investing in the market is your best bet.

Exchange-Traded Funds 241

Exchange-Traded Funds Investing Accounting Finance 241

The Motley Fool

SEPTEMBER 9, 2024

Realty Income If you're looking for a stock that pays a recurring monthly dividend, it makes sense to own a stake in a company that charges its customers on a recurring monthly basis. Although sometimes at a painfully slow pace, Stag's raised its dividend payment every year since 2011. Enter Realty Income (NYSE: O).

Stakes 246

Stakes Shareholders Leveraging Portfolios 246

The Motley Fool

JANUARY 14, 2024

Despite the stock offering a relatively small yield for today's prices, Berkshire's massive investment stake means that its holdings in Apple are one of its biggest passive income generators. The 10 stocks that made the cut could produce monster returns in the coming years. Keith Noonan has no position in any of the stocks mentioned.

Portfolios 246

Portfolios Banks Investing 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. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

Portfolios 246

Portfolios Investors Stakes Conglomerates 246

The Motley Fool

JANUARY 3, 2024

His conglomerate, Berkshire Hathaway , has grown into one of the world's largest companies, owning dozens of privately held businesses as well as stakes in an array of public corporations. of the portfolio's value, one might say Buffett missed out a bit on Visa's tremendous returns. Since the stock accounts for only 0.6%

Conglomerates 246

Conglomerates Initial Public Offering Banks Accounting 246

The Motley Fool

JUNE 12, 2024

This food giant is the result of the 2015 merger of Kraft and Heinz, a pairing partially orchestrated by Buffett when Berkshire held a major stake in H.J. It's a company Buffett has held a stake in, however, going all the way back to 2011. The 10 stocks that made the cut could produce monster returns in the coming years.

Stakes 246

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The Motley Fool

AUGUST 6, 2024

Delivering an aggregate return of more than 5,180,000% in Berkshire's Class A shares (BRK.A) since becoming CEO in 1965, and effectively doubling up the annualized total return of the broad-based S&P 500 spanning almost six decades, has garnered Buffett quite the following. When Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Banks 246

Banks Shareholders Taxes Stakes 246

The Motley Fool

OCTOBER 12, 2024

While the Trust continues to own stakes in two dozen companies, to close out the second quarter, 81% of its holdings comprised just four stocks. There's also Microsoft's quarterly dividend, which the company has been paying consistently since 2004 and has raised every year since 2011. Image source: Getty Images. The current yield of 0.8%

Portfolios 246

Portfolios Stakes Amortization Depreciation 246

The Motley Fool

JULY 5, 2023

A big stake and a big smile? See the 10 stocks *Stock Advisor returns as of July 3, 2023 Keith Speights has positions in Apple and Berkshire Hathaway. Arguably, no person on the planet benefits as much from Apple reaching this milestone as Warren Buffett. But what does Buffett think about Apple's $3 trillion market cap ?

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The Motley Fool

DECEMBER 3, 2023

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. Berkshire also holds a stake in the bank totaling 13%, and it wouldn't be surprising to see the Oracle of Omaha add to the position in the coming years.

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

JUNE 7, 2024

With its stock up 30% since the company reported its fiscal first-quarter results late last week, the idea of stepping into a new stake in Chewy (NYSE: CHWY) right now could be a little intimidating. It's been built from the ground up since its founding in 2011 to be an online-only outfit. And this has proven to be no minor detail.

Stakes 246

Stakes Shareholders Returns Investors 246

The Motley Fool

OCTOBER 19, 2024

The company owns stakes in three tier 1 uranium mines, as well as a 49% interest in Westinghouse Electric Company, which provides mission-critical technologies and services that are used in the nuclear power sector. The 10 stocks that made the cut could produce monster returns in the coming years. Image source: Getty Images.

Banks 246

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The Motley Fool

JANUARY 6, 2024

Apple (NASDAQ: AAPL) has been the world's most valuable public company since 2011 when it had a market capitalization of just under $340 billion. However, I believe Apple is well-positioned to continue returning good shareholder value. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

MAY 13, 2024

During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake. Berkshire Hathaway's greatest investment minds are focused on buying stakes in wonderful companies at a "fair" price. The 10 stocks that made the cut could produce monster returns in the coming years.

Banks 245

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The Motley Fool

DECEMBER 28, 2023

Indeed, its 10 million-share stake is worth around $1.5 of Amazon's market cap and less than 1% of the combined value of stocks held by Berkshire Hathaway; Berkshire has even been trimming its stake in the e-commerce giant this year. Buffett's Berkshire Hathaway doesn't hold a ton of Amazon shares, for the record. That's only 0.1%

Stakes 238

Stakes Banks Prospects Assets 238

The Motley Fool

DECEMBER 2, 2023

When including the shares held by subsidiary New England Asset Management (NEAM), Buffett's stake in Apple amounts to more than 915 million shares, worth roughly $174 billion. The company integrated its virtual digital assistant Siri into the iPhone 4S in 2011. Apple has long been at the forefront of AI technology. Amazon -- $1.47

Initial Public Offering 242

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The Motley Fool

JULY 7, 2023

Morgan Asset Management, a division of banking giant JPMorgan Chase , publicly traded companies that initiated and grew their payouts between 1972 and 2012 delivered an annualized return of 9.5%. annualized return over the same 40-year stretch. Since taking over as CEO in 2011, Tim Cook has maintained his company's dominance in U.S.

Banks 290

Banks Debt Capital Shareholders 290

The Motley Fool

NOVEMBER 6, 2024

Since ascending to the CEO chair in the mid-1960s, the "Oracle of Omaha," as he's now known, has overseen a cumulative return in his company's Class A shares (BRK.A) For example, Buffett purchased $5 billion worth of Bank of America preferred stock in August 2011. CEO Warren Buffett. that's approaching 5,500,000%!

Banks 246

Banks Shareholders Stock Market Stock Market 246

The Motley Fool

AUGUST 16, 2024

Since ascending to the CEO chair in 1965, he's overseen a greater than 5,230,000% aggregate return in his company's Class A shares (BRK.A) and nearly doubled up the benchmark S&P 500 's annualized total return, including dividends. The 10 stocks that made the cut could produce monster returns in the coming years.

Banks 246

Banks Shareholders Stock Market Stock Market 246

The Motley Fool

SEPTEMBER 3, 2023

It's proof of both business success and a staunch commitment to returning value to shareholders. The renewable energy giant has grown its payout by at least 5% per year since its public listing in 2011. Regulated utility Black Hills is just such a Dividend King. There's a lot more dividend growth ahead.

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Assets Shareholders 246

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. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

JUNE 15, 2023

Long-term investors should use this chance to dollar-cost average their way into a stake in the company. Recent AI hype has made its way to the cybersecurity industry , but CrowdStrike has been using AI to power its platforms since it first launched in 2011. In its first quarter of fiscal 2024, ended Jan.

Stakes 244

Stakes Banks Investors Companies 244

The Motley Fool

JUNE 22, 2023

Tech stocks have long been the darlings of growth investors -- and rightfully so, given their returns over the past decade or more. Despite the huge returns some tech stocks can provide over short periods, you don't want to lose sight of the long term and you should focus on tech stocks with staying power.

Financial Institutions 189

Financial Institutions Banks Stakes Debt 189

The Motley Fool

MAY 7, 2024

After all, the "Oracle of Omaha," as he's jovially known by the investing community, has delivered a nearly 4,900,000% aggregate return for his company's Class A shareholders (BRK.A) A perfect example being the $5 billion in preferred stock Berkshire acquired in Bank of America (NYSE: BAC) during the debt-ceiling crisis of 2011.

Shareholders 246

Shareholders Banks Stock Market Stock Market 246

The Motley Fool

DECEMBER 19, 2023

compound annual return, which is about twice the return of the benchmark S&P 500 index. Buffett likes to buy stakes in profitable companies that are delivering steady growth, especially if they have strong management teams. He also favors companies returning money to shareholders through dividends and stock buybacks.

Portfolios 246

Portfolios Investing Shareholders Stakes 246