The Motley Fool

NOVEMBER 2, 2024

It can also be overwhelming to work through your legal options for passing assets on to your heirs. You may be inclined to keep things simple on the estate planning front and use a will to transfer assets to your loved ones. With a living trust, your assets don't need to go through probate.

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The Motley Fool

OCTOBER 16, 2024

Cryptocurrency has long been regarded as a speculative asset class with an uncertain future, often viewed with skepticism by traditional investors. No longer just fringe assets discussed in niche circles, cryptocurrencies are becoming a cornerstone of modern portfolios. Image source: Getty Images.

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The Motley Fool

DECEMBER 17, 2024

Brookfield (14.4%) Ackman started acquiring shares in alternative asset management company Brookfield (NYSE: BN) (TSX: BN) in the second quarter and really loaded up on shares in the third quarter. Brookfield spun off its asset management business last year, but it maintains a 73% ownership stake in it. He holds about $1.9

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The Motley Fool

OCTOBER 13, 2024

It is still a volatile asset, that's for sure, but the market is very different from just a decade ago. Wood believes that as people start thinking of Bitcoin not as a risky, volatile asset but as a stable and even safe one, institutional investors will shift even more of their portfolios into this cryptocurrency. million per coin.

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The Motley Fool

OCTOBER 13, 2024

One is the massive wealth transfer that will occur as younger generations, more comfortable with digital assets, inherit a total of trillions of dollars from their predecessors. Unlike older generations, millennials and Gen Zers are more inclined to invest in decentralized digital assets like Bitcoin, which could drive significant demand.

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The Motley Fool

OCTOBER 19, 2024

One of those people is none other than Larry Fink, billionaire chief executive officer of BlackRock , the world's largest asset manager. Fink emphasized that Bitcoin is not just another asset, but an alternative to commodities, going so far as stating it "is an asset class in itself."

Exchange-Traded Funds 246

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The Motley Fool

OCTOBER 26, 2024

The key is that the property, be it a retail location, a factory, or a warehouse, is a vital asset to the company's business. So a net lease allows it to effectively retain control of the asset even while it raises the money it needs. It wants to make sure that the property is maintained to high standards.

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The Motley Fool

NOVEMBER 6, 2024

Bitcoin (CRYPTO: BTC) is undoubtedly one of the best financial assets anyone could've owned in the past decade, turning tiny amounts of capital into huge sums of wealth. Saylor feels that simply having exposure to a finite financial asset, especially when compared to the constantly exploding money supply, seems like a smart move.

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The Motley Fool

OCTOBER 7, 2024

Bucking the larger trend Most risk assets traded lower on Monday, as investors once again began to price in the risk of higher-for-much-longer into various asset classes. The crypto market has seen some divergence from other risk assets such as equities in recent weeks.

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The Motley Fool

NOVEMBER 11, 2024

One of the interesting things I learned during that meeting is that a will isn't your only choice for passing assets down to heirs. A benefit that means a lot to me A living trust is a legal arrangement you can use to transfer assets to your loved ones. Image source: Getty Images. There's also the option to use a living trust.

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The Motley Fool

NOVEMBER 29, 2024

Stock Market Cap Current Dividend Yield Portion of JEPQ's Net Assets Nvidia $3.56 trillion 0.35% 4.25% Data source: JPMorgan Asset Management. At least 80% of the ETF's assets go toward equities, and, as noted in its prospectus, "securities are not selected based on anticipated dividend payments." trillion 0.03% 7.65% Apple $3.48

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The Motley Fool

OCTOBER 26, 2024

Should Bitcoin investors convert their digital assets into Solana coins instead? Solana wants to help ordinary people around the world take control of their finances, their online experiences, and their assets. Bitcoin builds value by offering limited access to an intentionally rare digital asset. Solana Price data by YCharts.

Securities and Exchange Commission (SEC) 244

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The Motley Fool

OCTOBER 31, 2024

The company is joining forces with its parent, Brookfield Asset Management , and other institutional investors to invest in several U.K. The four wind energy assets generate stable cash flows backed by long-term inflation-linked contracts. offshore wind farms operated by Orsted. according to comments by CEO Connor Teskey.

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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. Apple: $90.7 billion (28.8% Since the start of 2013, Apple has bought back $700.6

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The Motley Fool

NOVEMBER 6, 2024

Saylor sees it as combining the best of a range of assets like currency, gold, and real estate. This makes it a deflationary asset, meaning that its value tends to rise over time because of its limited supply. He's betting the farm, so to speak, on the success of Bitcoin, but it's clear he believes in the strategy wholeheartedly.

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The Motley Fool

OCTOBER 19, 2024

Importantly, institutions have about $120 trillion in assets under management. Even a small percentage of those assets allocated to Bitcoin could cause its price to increase substantially. For context, spot Bitcoin ETFs have accumulated $63 billion in assets, which is about 1% of Wood's prediction and 2% of Chhugani's prediction.

Exchange-Traded Funds 246

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The Motley Fool

DECEMBER 6, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that provides a concise snapshot of the stocks Wall Street's most prominent money managers are buying and selling. For example, investors may have been so swamped by other news events that they completely missed the Nov.

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The Motley Fool

OCTOBER 20, 2024

Brookfield Renewable is run by Brookfield Asset Management and owns an actively managed portfolio of renewable power assets. It likes to buy assets on the cheap, increase their value by investing in them, and then sell them when they are dear. But what exactly do they represent? It's kind of a one-stop shop for clean energy.

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The Motley Fool

DECEMBER 4, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that effectively lifts the hood for investors so they can see which stocks Wall Street's top money managers purchased and sold in the latest quarter. Amid countless earnings reports and economic data releases, Nov.

Stakes 246

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The Motley Fool

OCTOBER 26, 2024

This famous cryptocurrency remains your best bet When it comes to crypto markets, no asset has more name recognition than Bitcoin (CRYPTO: BTC). This strategy, which has you regularly buy a set value of the asset -- say, $100 every other month -- is extremely effective for volatile assets like Bitcoin. million price point?

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The Motley Fool

OCTOBER 21, 2024

The booming export market for liquified natural gas ( LNG ) is a particularly attractive opportunity that's projected to boost the utilization of Kinder Morgan's pipelines and other infrastructure assets. Brookfield is also highly proficient at generating profits when it chooses to sell fully developed assets.

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The Motley Fool

OCTOBER 12, 2024

A hidden benefit I can appreciate A living trust is a legal arrangement that allows you to pass assets on to other people. Why would I want them seeing what assets I'm designating to be passed along? But also have a conversation with the people who stand to inherit your assets. And there's a big reason for that.

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The Motley Fool

DECEMBER 13, 2024

Carey with material liquidity (in the form of cash and lines of credit) to put to work buying more of the attractive assets on which it is now focused. Regulators have slapped the bank with a fine, demanded that it upgrade its internal controls, and placed the bank under an asset cap. And the office exit left W.P.

Banks 245

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The Motley Fool

NOVEMBER 29, 2024

For one thing, small caps are likely to be bigger beneficiaries of falling interest rates, as they tend to rely more on borrowed money than their large-cap counterparts and also could see increased investor interest as "safe" fixed-income assets become less attractive. of assets are invested in any single company. It has a minuscule 0.1%

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The Motley Fool

OCTOBER 13, 2024

That means that it owns assets in the upstream (oil and natural gas production), midstream ( pipelines ), and downstream ( chemicals and refining ) segments. Meanwhile, Occidental Petroleum's portfolio of assets is spread across the United States, the Middle East, and North Africa. It is buying assets out from under the giants.

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The Motley Fool

OCTOBER 17, 2024

Over the past decade, Bitcoin (CRYPTO: BTC) has been one of the best-performing assets in the world. On Wall Street, Bitcoin is increasingly viewed as a stand-alone asset class, and new investment products are being created to give investors exposure to it. It has skyrocketed in value from just $100 to its current value of $65,000.

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The Motley Fool

DECEMBER 19, 2024

This was the deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. Although no asset manager is more closely followed than Berkshire Hathaway CEO Warren Buffett, he's far from the only billionaire known for their investing prowess.

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The Motley Fool

OCTOBER 26, 2024

This includes wide-scale buy-in from institutional investors , which now view the crypto as a stand-alone asset class. To hedge your risk, you move your money into Bitcoin and other assets perceived to be more stable. By the end of next year, we might be talking about a digital asset that is trading near the $200,000 level.

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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. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2

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The Motley Fool

NOVEMBER 3, 2024

Fueling that growth was strong utilization across its existing assets, recently completed expansion projects, and the impact of acquisitions. Because it now gets 98% of its cash flows from predictable cost of service and contracted assets, it has negligible commodity price exposure and limited volume impacts.

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The Motley Fool

NOVEMBER 20, 2024

No later than 45 days following the end to a quarter, institutional investors with $100 million (or more) in assets under management are required to file Form 13F with the Securities and Exchange Commission. Another 13F that's of high interest to investors is that of Scion Asset Management's Dr. Michael Burry. the third quarter).

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The Motley Fool

OCTOBER 28, 2024

Is a dividend cut around the corner, or can this highly diversified asset manager maintain its eye-popping yield for everyday investors who buy at recent prices? At the time, the alternative asset manager had assets totaling $34 billion under management. The Sculptor portfolio continues to reduce reliance on mortgage servicing.

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The Motley Fool

NOVEMBER 24, 2024

The average investor can easily find new investment ideas by following well-known asset managers. In the Ark Innovation ETF , the flagship product that the asset manager offers to clients, fintech enterprise Block (NYSE: SQ) is a top holding. of the assets. Block is the third largest holding in that fund, making up 6.3%

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The Motley Fool

NOVEMBER 24, 2024

To make matters worse, the Old-Age and Survivors Insurance Trust Fund (OASI), which is responsible for dishing out monthly benefits to retired workers and survivor beneficiaries, is projected by the Trustees Report to exhaust its asset reserves by 2033. US Old-Age and Survivors Insurance Trust Fund Assets at End of Year data by YCharts.

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The Motley Fool

OCTOBER 18, 2024

To calculate your net worth, first add up the value of assets you own -- such as cash, investments, and equity in your home. It's more important to track your progress over time to increase your assets while decreasing your debt and other liabilities. If you own more than you owe, you'll have a positive net worth.

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The Motley Fool

OCTOBER 15, 2024

It's just a fancy way of saying what your total assets amount to once your debts are subtracted. As a very basic example, if you have $40,000 in a savings account and own a home worth $500,000, your total assets equal $540,000. If you're not sure what the term "net worth" actually means, don't sweat it.

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The Motley Fool

NOVEMBER 9, 2024

ExxonMobil also plans to optimize its portfolio by selling less-advantaged assets and recycling that capital into higher-return opportunities. The oil company intends to continue to invest heavily in developing its advantaged upstream assets, driven by the Permian, Brazil, and Guyana, and expanding its footprint in liquefied natural gas.

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