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. Bitcoin exchange-traded funds are a new source of demand The U.S.

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

The Motley Fool

OCTOBER 28, 2024

Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Since initiating a share repurchase program in 2013, Apple has bought back $700.6 of invested assets) Money-center goliath Bank of America (NYSE: BAC) had, until recently, been Berkshire Hathaway's No. Apple: $92.2

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The Motley Fool

SEPTEMBER 27, 2024

If you want exposure to a group of stocks, a smart way to do so is through an exchange-traded fund (ETF). These funds trade like stocks but hold a range of companies instead of just one. But since then, the VanEck ETF has dominated, dating back to 2013. SMH data by YCharts. SMH data by YCharts.

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The Motley Fool

DECEMBER 22, 2023

The legendary investor doesn't just pick individual stocks -- he also likes some exchange-traded funds (ETFs). 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."

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The Motley Fool

OCTOBER 11, 2024

Vanguard exchange-traded funds (ETFs) are sort of like ice cream -- there's a flavor for everyone. Growth investors have multiple great options in the Vanguard family of funds, as do value investors. This yield is high historically for the fund. Are you looking for income? Vanguard has you covered, too. As of Sept.

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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.

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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.

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

The Motley Fool

OCTOBER 18, 2024

Dogecoin (CRYPTO: DOGE) has minted a lot of millionaires since its launch in December 2013. Dogecoin was first traded at just $0.001540753 on Jan. Dogecoin's catalysts aren't too impressive Earlier this year, Coinbase Global (NASDAQ: COIN) launched new futures trading for Dogecoin. 23, 2014.

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Exchange-Traded Funds Stakes Investors Assets 243

The Motley Fool

SEPTEMBER 18, 2024

Even though Buffett is currently overseeing a 43-stock, $309 billion investment portfolio (not including exchange-traded funds), the lion's share of his company's invested capital has been put to work in his best ideas. Bank of America just happens to be the most interest-sensitive of America's largest banks by assets.

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Portfolios Investing Banks Stakes 245

The Motley Fool

JUNE 16, 2024

If you're looking for easy ways to make passive income, you might want to check out Vanguard's exchange-traded funds (ETFs). And one of its funds should be especially attractive to income hunters. of the fund's assets are bonds issued outside of emerging markets, most of which were issued by European governments.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Investing Taxes 245

The Motley Fool

AUGUST 25, 2024

Ripple launched an initial coin offering ( ICO ) for XRP in 2013 to attract a bit more attention, but the SEC sued Ripple over that offering in 2020 and accused it of selling unregistered securities. First, the SEC approved Bitcoin's first 11 spot price exchange-traded funds ( ETFs ) in January.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Financial Institutions Accounting 246

The Motley Fool

DECEMBER 4, 2023

All in all, it seems to be a pretty good time to invest in exchange-traded funds (ETFs). The SPDR S&P 500 ETF Trust (NYSEMKT: SPY) has, by far, the most assets under management. 3 spots based on assets under management. Next year will bring the U.S. presidential election.

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Exchange-Traded Funds Shareholders Stakes Assets 246

The Motley Fool

MARCH 27, 2024

The cryptocurrency has soared 60% since the start of 2024 as investors have rotated back into risk assets amid signs of a strong economy. Bitcoin currently traded at about $70,000, and it has a market capitalization of more than $1.3 Bitcoin (CRYPTO: BTC) has been on fire in recent months. million by 2030.

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

The Motley Fool

AUGUST 23, 2024

Although Berkshire Hathaway closed out the June quarter with 45 stocks and two exchange-traded funds in its approximately $314 billion investment portfolio, one of the key traits that's allowed Buffett and his team to vastly outperform the S&P 500 for so long is concentration. Apple: $90.42 billion (28.8% Adding the $26.5

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Portfolios Banks Investing Exchange-Traded Funds 246

The Motley Fool

DECEMBER 14, 2023

Citadel owns positions in many stocks and exchange-traded funds (ETFs). These are three of the hedge fund's biggest holdings as of Sept. Microsoft Griffin's fund owned more than 5 million shares of Microsoft (NASDAQ: MSFT) at the end of the third quarter, valued at roughly $1.6 The hedge fund owned more than 2.4

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Hedge Funds Returns Investors Exchange-Traded Funds 246

The Motley Fool

APRIL 16, 2024

Back in 2013, two software engineers created Dogecoin (CRYPTO: DOGE) -- which was named after the popular "doge" meme featuring a Shiba Inu dog -- as a playful parody of Bitcoin and other cryptocurrencies. That exclusion implies that Dogecoin is a much riskier asset.

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

The Motley Fool

OCTOBER 19, 2024

trillion, is the world's most valuable cryptocurrency and 10th most valuable asset. Securities and Exchange Commission (SEC) officially recognizes as a commodity instead of a security. That classification supported the approvals of the first Bitcoin spot price exchange-traded funds ( ETFs ) this January.

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Securities and Exchange Commission (SEC) Accredited Investors Exchange-Traded Funds Stakes 130

The Motley Fool

JUNE 22, 2024

Large hedge funds must file a 13F every quarter, disclosing which stocks they are buying, holding, and selling. Between 1993 and 2013, Tepper averaged a stunning 40% annualized return, and has had a roughly 23%-25% net historical return from 1993 until today.

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Exchange-Traded Funds Hedge Funds Banks Returns 246

The Motley Fool

JUNE 17, 2024

A 13F provides a detailed look at what Wall Street's brightest investment minds have been buying, selling, and holding, and is a required filing for institutions and money managers with at least $100 million in assets under management. In the March-ended quarter, Berkshire held 44 stocks and two exchange-traded funds.

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Portfolios Banks Investing 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 billion) of the $378 billion portfolio Warren Buffett oversees is invested in just five stocks.

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Portfolios Investing Banks Assets 238

The Motley Fool

OCTOBER 23, 2024

One great alternative is to invest in exchange-traded funds (ETFs). You'll especially want to consider the funds' costs. Vanguard launched this fund in May 2013. Costs haven't eaten into the fund's returns much, though. The reliability of that income is also paramount.

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Exchange-Traded Funds Investing Funds Returns 130

The Motley Fool

JUNE 15, 2024

For many years, investors could buy Bitcoin (CRYPTO: BTC) only through dedicated cryptocurrency exchanges. They could also invest in exchange-traded funds (ETFs) that were tethered to future contracts or Bitcoin trusts, but the former didn't always closely track Bitcoin's spot price, while the latter charged high expense fees.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Funds 130

The Motley Fool

JANUARY 23, 2024

After losing 65% of its value in 2022, Bitcoin (CRYPTO: BTC) experienced a major resurgence last year, as the digital asset soared more than 150%. Anticipation was likely building for the approval of spot exchange-traded funds (ETFs), of which there are now 11 on the market. And it's unlikely to ever change.

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Exchange-Traded Funds Financial Institutions Assets Banks 130

The Motley Fool

NOVEMBER 19, 2024

The Nasdaq's highest-yielding stocks each require a footnote Cutting straight to the chase, the Nasdaq's highest-yielding names right now (excluding small caps and exchange-traded funds) are Icahn Enterprises (NASDAQ: IEP) , AGNC Investment (NASDAQ: AGNC) , and Torm PLC (NASDAQ: TRMD).

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The Motley Fool

SEPTEMBER 27, 2023

Bitcoin 's (CRYPTO: BTC) undoubtedly one of the best financial assets to have owned in the past decade, as its price has shot up about 20,000% since September 2013. The latest news that has caught investors' attention is the potential approval of Bitcoin spot exchange-traded funds (ETFs).

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Exchange-Traded Funds Assets Asset Management Stakes 130

The Motley Fool

JANUARY 11, 2024

The long-awaited spot Bitcoin (CRYPTO: BTC) ETF has been approved by the Securities and Exchange Commission (SEC), with 11 spot exchange-traded products officially getting the nod from regulators, after years of denials and a very hawkish regulatory stance. These funds are now trading, and are seeing mixed performance.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Management Fees 100

The Motley Fool

FEBRUARY 28, 2024

While the reinsurance segment was the catalyst behind the deal, General Re also owned a specialty investment firm known as New England Asset Management (NEAM). Because New England Asset Management continues to oversee more than $100 million in assets under management, it's required to file a 13F with the SEC every quarter.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 238

The Motley Fool

SEPTEMBER 20, 2023

When he and his investment lieutenants, Ted Weschler and Todd Combs, find a stock or sector they believe will outperform over the long run, they aren't shy about putting a significant percentage of Berkshire's invested assets to work within a narrow focus. Information technology: 47.28% of invested assets ($166.6 Energy: 9.9%

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

AUGUST 24, 2024

The billionaire reduced stakes in eight of his Appaloosa hedge fund's top 10 holdings. The successful hedge fund manager also increased Appaloosa's positions in two exchange-traded funds (ETFs). The fund's top holding, Alibaba , makes up roughly 10% of its assets. He bought several stocks.

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Hedge Funds Exchange-Traded Funds Stakes Prospects 100

The Motley Fool

JANUARY 12, 2024

Fear not, because the Securities and Exchange Commission (SEC) just sent out a fresh batch of invites in the form of 11 exchange-traded funds (ETFs) based on Bitcoin's real-time spot price. million 58 0.29% N/A Wisdom Tree Bitcoin Fund (NYSEMKT: BTCW) $2.4 billion 619,187 1.5% million 108 0.9% million 54 0.2%

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Securities and Exchange Commission (SEC) New York Stock Exchange Exchange-Traded Funds Mutual Funds 130

The Motley Fool

MAY 2, 2024

These two famous investors are known for their stockpicking skills, yet this asset, which appears in both of their portfolios, doesn't require those talents. Tracking the S&P 500 The investment I'm talking about is the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) , an exchange-traded fund that tracks the performance of the S&P 500.

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The Motley Fool

JULY 7, 2023

While it is clear that a pattern of reduced inflation rates benefits an asset's price, the true extent of Bitcoin's available supply can't be portrayed by only analyzing its halvings. Exchange balances are at all-time lows It would be plausible to assume that the number of bitcoins available would fall with each halving.

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Exchange-Traded Funds Assets Investors Funds 130

The Motley Fool

AUGUST 30, 2023

A look at a price chart over the past decade would easily show that Bitcoin (CRYPTO: BTC) is, without a doubt, one of the best financial assets to have owned. It has skyrocketed from about $123 in August 2013 to just over $26,000 today. However, the ride up hasn't been smooth, as it's been full of volatility.

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Exchange-Traded Funds Assets Banks Asset Management 100

The Motley Fool

FEBRUARY 19, 2024

There are Bitcoin-based exchange-traded funds now, and the easy access to this user-friendly investment method could change the game in the long run. Many investors who'd never consider opening accounts with a crypto-trading service can now make direct investments in Bitcoin's price through their existing stock-trading accounts.

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Exchange-Traded Funds Accounting Banks Returns 130

The Motley Fool

APRIL 29, 2024

That's why the following exchange-traded funds (ETFs) should be considered for every young person's retirement portfolio. There is one reason, but perhaps only relevant if you're an extremely large fund that often trades indexes frequently: liquidity. stocks since 1930. Even better? A dividend that grows.

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Investors Stock Exchanges New York Stock Exchange Exchange-Traded Funds 130

Sara Grillo

MARCH 13, 2023

Alternative asset classes, physical gold, different realms of fixed income, ETFs that use options strategies for downside protection, and other innovative ETFs may become more popular. The way an ETF trades, there is a value based intrinsically on the underlying assets. Quick take: what is a bid-ask spread for an ETF?

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Exchange-Traded Funds Consulting Consultants Bidding 59

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 What percentage of the assets are in ETFs relative to mutual funds? billion deal.

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