The Motley Fool

OCTOBER 26, 2024

This is the company behind Franklin Templeton mutual funds , although it operates several other profit centers beyond the Templeton brand. While certainly respected within the investment management industry, Franklin struggled to hold on to investors' money in 2015 and 2016. Much has changed since then, however.

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The Motley Fool

JANUARY 21, 2024

It's the only asset on this list that was converted from a mutual fund format instead of created from scratch last week. The old mutual fund format lacks the advanced price management features of a modern ETF, so Grayscale's Bitcoin Trust didn't always reflect the true value of its underlying cryptocurrency holdings.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

JANUARY 10, 2024

Granted, as the mutual fund disclosures say, past performance is not a guarantee of future results. The last negative year for the Taser maker was back in 2015. Those two words might be some of the best investing advice you'll ever hear. The stock has also flown high over the last 12 months, jumping nearly 50%.

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Returns Initial Public Offering Mutual Funds Prospects 100

Sara Grillo

JUNE 24, 2024

Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. Actuarial Guideline 49 of 2015, via the National Association of Insurance Commissioners (NAIC) sought to cap, or limit the highly unlikely, aggressive illustrations used in the sales software prior to 2015.

Consulting 59

Consulting Consultants Mutual Funds Legal 59

Investment Writing

SEPTEMBER 5, 2023

For mutual funds or ETFs, the main benchmark is specified in its prospectus. Comparing your portfolios performance to its peers—say, Lipper Small-Cap Growth Funds if you run a mutual fund or its decile ranking in an applicable universe of institutional funds—also gives perspective. What did I miss?

Portfolios 52

Portfolios Mutual Funds Assets Funds 52

The Motley Fool

MAY 13, 2024

We've delivered a new podcast every week since July of 2015, 400 plus weeks without repetition. Blast from the Past Number 1: This one comes from December 9th, 2015, that Rule Breaker Investing podcast, just three months in for this podcast. Not to demean it, but the phrase private service is rarely used. This approach suits me.

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The Motley Fool

MARCH 5, 2024

It's been an honor to be part of this journey with all of you because I started listening to this podcast in 2015, but it wasn't until 2018 that I started to write in. I completely transform my portfolio from safe and sound ETFs and mutual funds into over 150 company stock portfolio. It was October 28th of 2015.

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Investing Mutual Funds Portfolios Stock Market 130

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

DECEMBER 13, 2023

Every Canadian owns bank stock through various index funds and mutual funds, but I own some stock directly as well, but the banks are interesting to me because, five years from now, we will get through this. Yet it has the lowest valuation/highest yield. That's interesting to me, full disclosure. I own some myself.

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Pension Pulse

JUNE 4, 2024

These may be brown firms that have committed to align with the 2015 Paris Agreement or firms that haven’t yet made the pledge but are equipped to engage with investors. First and foremost, investors need to rethink the assumption that sustainable investing means investing primarily in green assets.

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Pension Funds Investing Assets Education 59

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 8, 2023

Schwarzman recent donation to Oxford has drawn criticism : Almost a hundred University of Oxford faculty members, alumni and students signed a letter criticizing a major donation to the school from Stephen Schwarzman ’69, echoing a controversy at home when the business mogul endowed a student life hub in 2015.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

FEBRUARY 12, 2024

But what we’ve learned over time, you know, when I started in 1996, you know, the, the main thing people would say when we would pitch our services was, well, what do we need another hedge fund for? There’s a million guys trying to do what you’re doing in addition to, to the hedge funds. And it was very tough.

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Capital Hedge Funds Funds Mutual Funds 117

The Motley Fool

JUNE 22, 2023

In 1999, our fellow Fool Walter had moved $16,000 from mutual funds into specific companies. Well, seven points for this, the 79th mailbag continuous monthly since 2015 in Rural Breaker Investing history. He added with every paycheck over time he's now assumed to be multimillionaire. Let's go to Mailbag item number 1.

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The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. I think it was 2015.

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Hedge Funds Funds Capital Assets 52

The Big Picture

OCTOBER 2, 2023

Now run the same exercise for Mutual funds, ETFs, Private Equity, Hedge Funds, Venture Capital, etc. In the United States, Between 500,000 to 1 million new books are published annually via traditional publishers and another 2 million plus get self-published. These created that Aha! moment for me, and stood the test of time.

Investing 138

Investing Mutual Funds Hedge Funds Venture Capital 138

The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

ClearMoney

FEBRUARY 21, 2022

For weeks and months after the original order took effect in November 2020, fund managers sought clarity on the scope of the restrictions and the exact list of sanctioned stocks. For example, on June 27, 2015, Greece closed its stock market after defaulting on its government debt. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Motley Fool

JANUARY 13, 2024

Your Magnificent Seven score is, you add up the number of years that you've held each of those stocks in the Magnificent Seven, and that is much more important than that you had them at the end of this year window dressing your professional mutual fund portfolio, or telling your friends over eggnog that you own some Nvidia.

Debt 130

Debt Companies Mutual Funds Portfolios 130

The Motley Fool

JULY 22, 2023

You go back to 2015 when Prime Day started. Yeah, there's a lot of options out there and you have to look carefully, just like with mutual funds or anything else. Clearly, the Prime Day number is on its own, it's just a drop in the bucket, but I think the other way to view this is that it does stoke Prime memberships too.

Banks 130

Banks Assets Portfolios Fee Structure 130

The Motley Fool

SEPTEMBER 10, 2024

Further in 1951, the typical mutual fund held stocks in its portfolio for an average of six years. The holding period for actively managed equity funds today just one year. Well, that kind of optimism, I hope has been coming at you through this podcast every week since we launched in July of 2015.

Investing 130

Investing Stock Market Stock Market Mutual Funds 130

Sara Grillo

JUNE 12, 2023

In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. In 2015, the AIC of their own conclusion said, Well, wait a minute, we got insurance companies calculating premiums using apparently similar crediting rage, but vastly different credit.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

The Motley Fool

JUNE 10, 2024

Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.

Investing 100

Investing Taxes Mutual Funds Debt 100

The Motley Fool

NOVEMBER 25, 2024

My longtime producer Rick Engdahl and my recent and sometime producer Des Jones, my foolish friends, a brand new show every week with no skips and no repeats, going back to July 2015. Thank you, Rick, and Des so much for helping to make this podcast the best version of itself weekend and week out through 2024 and beyond.

Stock Market 130

Stock Market Stock Market Capital Mutual Funds 130

Sara Grillo

FEBRUARY 13, 2023

Gray Ritchie summer in the 2016 issue of the Journal of Investing, Ritchie examined the risk adjusted returns of a portfolio constructed of firms from SIN or vice related industries using data from the Center for Research in Securities prices covering the period May 1995 to May 2015.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Sara Grillo

NOVEMBER 14, 2022

Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. In early 2015, Scott sold his ownership interest in the firm. He muses that perhaps the distributor should be subsidized to make sure the agents are proceeding as fiduciaries, and this would likely be a shakeup.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consulting Consultants Education 59

Pension Pulse

NOVEMBER 10, 2023

Exited our co-investment in Vistra, a leading provider of trust, fund and corporate services based in Hong Kong with a resilient, scalable, and enterprise-wide technology platform. Our original investment was made in 2015 alongside BPEA EQT. Our original investments were made between 2015-2017. This needs to change.

Investing 59

Investing Buyout Stakes Assets 59

The Motley Fool

FEBRUARY 20, 2025

If you bet $10,000 on XRP (CRYPTO: XRP) in early 2015, you would have a whopping $1.8 Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. Ten years is an incredibly long time -- especially in the volatile crypto world. Want an example?

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

FEBRUARY 22, 2025

Let's suppose you heard about XRP in early 2015. Between February 2015 and today, XRP fell at least 40% half a dozen times. 20, 2015, would have been worth nearly $414,000 by late 2017. If you want to make $1 million investing in XRP, history is on your side.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 246

The Big Picture

MARCH 26, 2024

It was 2015. So I had some familiarity, but in advance of the interview, I also did more research on Marty on his side of the organization, which was the mutual fund, hedge fund investment newsletter side. In 00:27:45 [Speaker Changed] 2015. I listened to the first conversation we had. You were great. I was awful.

Assets 59

Assets Funds Hedge Funds Finance 59