The Motley Fool

DECEMBER 28, 2023

XRP (CRYPTO: XRP) , the native cryptocurrency of the Ripple payment protocol network, has taken investors on a wild ride since its debut in August 2013. A weaker greenback should also drive up the prices of cryptocurrencies alongside precious metals and other hard assets.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investing Financial Institutions Stakes 130

The Motley Fool

APRIL 20, 2024

Great minds think alike Buffett made an intriguing revelation about his will to Berkshire Hathaway shareholders in his 2013 annual letter. Why this Vanguard ETF is so popular The Vanguard S&P 500 ETF ranks as the third-largest ETF on the market with over $430 billion in assets under management. Why is this Vanguard ETF so popular?

Hedge Funds 246

Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

PE Hub

FEBRUARY 8, 2024

Silicon Valley-based BitGo is a digital asset company focused on serving institutional clients since 2013. The post Valor Equity-backed BitGo acquires fintech firm Brassica appeared first on PE Hub.

Assets 196

Assets Companies 196

The Motley Fool

MARCH 19, 2025

But if you think in decades and not days, you will probably be better off with fellow financial stock Bank of Nova Scotia (NYSE: BNS) or Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) , which uses an active portfolio approach to buying clean energy assets. However, in 2013, the dividend started heading lower. Here's why.

Investing 238

Investing Asset Management Banks Assets 238

The Motley Fool

OCTOBER 2, 2024

Operating robust assets through all links of the energy value chain, Chevron is well positioned to continue generating strong free cash flow in the coming years -- especially when its acquisition of Hess is completed. Between 2013 and 2023, ExxonMobil grew its dividend by just 36.3% CVX Dividend Per Share (Annual) data by YCharts.

Assets 246

Assets Shareholders Stakes Prospects 246

The Motley Fool

FEBRUARY 28, 2025

The Quality Factor ETF has been around since 2013 and has a massive $50 billion of assets under management. It's a large fund with a robust return history that might just be the perfect investment in an uncertain market. This unsung ETF could be your portfolio's new best friend This is not a new concept.

Investing 130

Investing Exchange-Traded Funds Debt Shareholders 130

The Motley Fool

FEBRUARY 18, 2024

Technically, that was the start of a new bull market, but the index didn't reach a new all-time high until March 2013. So let's say that you waited until 2013 to buy, and you'd invested in an S&P 500 index fund. For example, during the Great Recession, the S&P 500 officially bottomed out in March 2009.

Stock Market 243

Stock Market Stock Market Assets Returns 243

The Motley Fool

DECEMBER 24, 2023

After the financial crisis in 2008 and 2009, it took the S&P 500 until March 2013 to surpass its old high from 2007 and hit new record levels. By the end, the index had more than doubled from its record close in March 2013. However, look critically at your asset allocation. SPX data by YCharts.

Investing 246

Investing Assets Stock Market Stock Market 246

The Motley Fool

DECEMBER 22, 2023

Also, Buffett seemed to express his opinion in his 2013 letter to Berkshire Hathaway shareholders. In that 2013 letter, he emphasized that it's important to "keep your costs minimal." The other is assets under management (AUM). At the end of the third quarter, the conglomerate's stake in VOO was worth slightly more than $17.5

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Taxes Shareholders 246

The Motley Fool

AUGUST 28, 2024

Buffett has more money invested in one asset than he does in Apple, American Express , Bank of America , Coca-Cola , Chevron , and Occidental Petroleum combined. That's a lot of money, but it isn't as much as Buffett has invested in another asset. Treasuries, having some of your portfolio in the asset could be wise.

Banks 245

Banks Conglomerates Stakes Investing 245

The Motley Fool

APRIL 27, 2024

It's really hard to pinpoint what causes these huge price swings as they relate to digital assets. Questioning Dogecoin's utility Dogecoin was created in 2013 to be a fun-loving alternative to Bitcoin. Dogecoin substantially underperformed these top two cryptos last year. But it is winning the race in 2024, up 79% so far this year.

Assets 244

Assets Returns Investors Portfolios 244

The Motley Fool

SEPTEMBER 13, 2023

It's no secret that Bitcoin (CRYPTO: BTC) is one of the most volatile assets. What the numbers say In an August study, crypto asset manager Bitwise Investments analyzed how varying degrees of Bitcoin allocation would affect a traditional 60/40 portfolio -- and the results were astounding. Image source: Getty Images.

Assets 130

Assets Portfolios Investors Asset Management 130

The Motley Fool

NOVEMBER 3, 2024

Bitcoin's recovery could convince many investors that it's a stable long-term asset like gold or silver. trillion -- and is now the world's 10th most valuable asset. It already has a market cap of $1.4 trillion -- compared to gold's market cap of $18.6 trillion and silver's market cap of $1.9 Image source: Getty Images.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Accredited Investors Exchange-Traded Funds Legal 245

The Motley Fool

JUNE 22, 2024

It is also easy to re-tenant a well-located asset if there's a vacancy. Buy Agree Realty for dividend growth Agree Realty has grown rapidly over the past decade, expanding its portfolio from 130 properties in 2013 to 2,135 in 2023. That means it can bid on assets aggressively and still make profitable investments.

Bidding 246

Bidding Assets Prospects Portfolios 246

The Motley Fool

FEBRUARY 24, 2024

Ark believes that if the $250 trillion in global investable assets allocated an optimal amount to Bitcoin, it would send the price of the cryptocurrency to $2.3 Bitcoin belongs in every portfolio, says Cathie Wood Bitcoin has proven to be a good diversifying asset for investors over the past few years. of a portfolio. of a portfolio.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Assets Portfolios 246

The Motley Fool

MAY 3, 2024

However, a small number of these holdings make up the lion's share of invested assets. of invested assets) Perhaps it's no surprise that the largest holding ( by a mile !) Apple accounts for more than 41% of invested assets. Among America's largest banks by assets, it's the most sensitive to changes in interest rates.

Portfolios 246

Portfolios Banks Investing Stakes 246

The Motley Fool

OCTOBER 9, 2024

of invested assets) Even though more than 500 million shares of Apple (NASDAQ: AAPL) have been sold by Buffett since the start of October 2023 -- potentially for tax purposes -- this tech goliath is still the far-and-away largest holding for Berkshire Hathaway. Since the start of 2013, Apple has bought back $700.6 Apple: $90.7

Portfolios 246

Portfolios Investing Banks Assets 246

The Motley Fool

JULY 27, 2024

How Bitcoin ETFs reshaped the market The Winklevoss twins of Facebook fame filed the first application for a spot Bitcoin ETF way back in 2013. billion of assets under management (AUM). Together, the 11 Bitcoin ETFs now hold $60 billion of cryptocurrency assets. It was a memorable moment that was years in the making.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Mutual Funds Investors Exchange-Traded Funds 244

The Motley Fool

JULY 3, 2024

And it is resistant to government seizure, making it a potential safe haven asset if you live in a country with an overreaching central authority. Bitcoin offers "corporate immortality" Saylor is also at the forefront of suggesting that companies add Bitcoin to their balance sheets as a treasury asset. Fair enough.

Debt 246

Debt Assets Returns Return On Investment 246

The Motley Fool

OCTOBER 8, 2024

In seven of the past 10 years, Bitcoin has been the top-performing asset in the world, and it hasn't even been close. That stellar performance transformed Bitcoin from a tiny $100 crypto in 2013 to the $60,000 behemoth it is today. Thus, there will be a dollar crash, and dollar-denominated assets will fall in value.

Investing 246

Investing Debt Assets Returns 246

The Motley Fool

JUNE 29, 2024

Dogecoin was launched as a parody of Bitcoin (CRYPTO: BTC) in 2013, and Shiba Inu was created to poke fun at Dogecoin in 2020. The new system drives much faster and cheaper transactions than the old one, and it supports smart contracts for creating decentralized apps ( dApps ) and other crypto assets. Shiba Inu can't be actively mined.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

NOVEMBER 21, 2024

In fact, Buffett strongly recommends that investors include this particular type of asset in their portfolios, because it represents a bet on strong American businesses. So it's proven itself as a solid long-term investment, making an index that tracks it an ideal asset to add to your portfolio at any time.

Assets 239

Assets Funds Portfolios Shareholders 239

The Motley Fool

SEPTEMBER 18, 2024

Out of Berkshire's $309 billion of invested assets, roughly 53% can be traced to just three unstoppable stocks. Since the start of 2013, Apple has bought back approximately $700 billion worth of its common stock and reduced its outstanding share count by 42.2%. Apple: $89 billion (28.8% Apple: $89 billion (28.8% American Express: $39.3

Portfolios 245

Portfolios Investing Banks Stakes 245

The Motley Fool

FEBRUARY 1, 2024

Since 2013, Bitcoin is up a remarkable 40,000%. In the decade from 2011 to 2021, Bitcoin was the best-performing asset in the world, and it wasn't even close. It also means that in times of peak economic uncertainty, investors are likely to view Bitcoin as a "safe-haven" asset. Image source: Getty Images.

Assets 241

Assets Banks Accounting Returns 241

The Motley Fool

JULY 12, 2024

of invested assets) The lion's share of Buffett's exposure to artificial intelligence rests on the shoulders of tech stock Apple (NASDAQ: AAPL) , which accounts for close to 45% of Berkshire's $410 billion of invested assets. As of the closing bell on July 10, a whopping 46% ($188.8 Apple: $183.9 billion (44.8% BYD: $2 billion (0.5%

Portfolios 246

Portfolios Investing Assets Stakes 246

The Motley Fool

MARCH 11, 2024

That raging bull market was propelled by the meme stock craze that also took over digital assets. Betting on hype Although Dogecoin is one of the oldest cryptos out there, having been launched in 2013, it doesn't bring anything valuable to the table. It's very risky to put hard-earned savings behind this digital asset.

Prospects 246

Prospects Assets Returns Capital 246

The Motley Fool

JUNE 23, 2023

In 2013, J.P. Morgan Asset Management, a division of money-center bank JPMorgan Chase , released a study that compared the performance of publicly traded companies that initiated and grew their payouts between 1972 and 2012 to public companies that didn't offer a payout over the same timeline. annualized return for the non-payers.

Debt 246

Debt Investing Asset Management Assets 246

The Motley Fool

JANUARY 10, 2024

Since the initial attempt to establish a spot Bitcoin ETF in 2013, there have been several other submissions, all of which were denied by the SEC. Where we are today In June 2023, the world's largest asset manager, BlackRock (NYSE: BLK) , made headlines when it became known that it applied to sponsor a spot Bitcoin ETF.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Pension Funds 246

The Motley Fool

AUGUST 8, 2024

Ripple said it shouldn't owe more than $10 million for committing a clerical error launching a new asset type in 2013. The verdict ordered Ripple Labs to stop selling any assets to professional investors without properly registering them as securities with the SEC, and to pay the court $125 million in civil penalties.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Legal Assets Private Companies 243

The Motley Fool

APRIL 19, 2024

of invested assets) If there was any doubt that Buffett and his team prefer to bet big on their top investment ideas, look no further than tech stock Apple (NASDAQ: AAPL). Despite Berkshire Hathway having stakes in 45 stocks and two index funds, nearly 43% of invested assets are tied up in Apple. Apple is doling out $14.8

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

JANUARY 24, 2024

Tom Lee is the co-founder and head of research at Fundstrat, a Wall Street advisory firm focusing on stocks and financial assets. In 2013, Lee predicted the Dow Jones Industrial Average would hit 20,000 within four years. That could push the price of Bitcoin higher as asset managers buy up tokens for their ETFs.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 244

The Motley Fool

AUGUST 31, 2024

When combined with an asset-light business model and a bit of leverage, the company is able to post consistent returns on equity that most companies can only dream of. Mastercard comes in second with a 25% market share, while just two other companies round out nearly the entirety of the final 14% of the market.

Banks 246

Banks Leveraging Debt Financial Services 246

The Motley Fool

OCTOBER 28, 2024

of invested assets) For years, tech goliath Apple (NASDAQ: AAPL) has sat atop the pedestal as the largest holding in the portfolio Warren Buffett oversees at Berkshire -- but there have been significant changes since October 2023. Since initiating a share repurchase program in 2013, Apple has bought back $700.6 Apple: $92.2

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

MAY 24, 2024

Despite stakes in 44 stocks and two exchange-traded funds, the vast majority of Berkshire's invested assets have been put to work in just a handful of Buffett's top ideas. of invested assets) Despite selling nearly 116.2 Speaking of loans, Bank of America is the most interest-sensitive among America's biggest banks by assets.

Portfolios 238

Portfolios Investing Banks Stakes 238

The Motley Fool

JULY 19, 2024

The following five unstoppable stocks, which account for 75% of Berkshire Hathaway's invested assets ($309.9 of invested assets) Any doubts about Warren Buffett's preference to concentrate his company's invested assets into a few premier businesses are tossed aside by Berkshire's stake in tech stock Apple (NASDAQ: AAPL).

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

AUGUST 23, 2024

of invested assets) As has been the case for many years , tech stock Apple (NASDAQ: AAPL) remains Berkshire's top holding. This position once briefly accounted for up to 50% of Berkshire's invested assets. Apple: $90.42 billion (28.8% Adding the $26.5 But the cautionary tale with Apple is that its growth engine has mostly stalled.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

DECEMBER 4, 2023

The SPDR S&P 500 ETF Trust (NYSEMKT: SPY) has, by far, the most assets under management. 3 spots based on assets under management. Warren Buffett explained the appeal of these ETFs in his 2013 letter to Berkshire Hathaway shareholders. It also typically ranks among the top ETFs with the most volume.

Exchange-Traded Funds 246

Exchange-Traded Funds Shareholders Stakes Assets 246