The Motley Fool

SEPTEMBER 18, 2024

But the one factor that doesn't get nearly enough credit for Berkshire Hathaway's long-term outperformance is the Oracle of Omaha's penchant for portfolio concentration. Out of Berkshire's $309 billion of invested assets, roughly 53% can be traced to just three unstoppable stocks. Apple: $89 billion (28.8% American Express: $39.3

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The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4%

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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. As of the closing bell on Aug.

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The Motley Fool

MAY 24, 2024

But the one factor that deserves far more credit than it's given for Berkshire Hathaway's otherworldly returns over the past six decades is portfolio concentration. 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.

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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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The Motley Fool

MAY 1, 2024

Investing in exchange-traded funds (ETFs) can be a great way to generate passive income. Many ETFs focus on holding income-generating assets like dividend-paying stocks or bonds. Dividend Equity ETF is a passively managed fund that aims to track the Dow Jones U.S. The Schwab U.S. junk bonds ). The Schwab U.S.

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The Motley Fool

JUNE 26, 2024

It's up over 700% since the beginning of 2023, it trades at a high valuation, and the company is facing increasing competition. There's likely to be significant pullback at some point -- here's how to keep it from upending your portfolio. Even the best of companies can run into all sorts of unforeseen challenges.

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The Motley Fool

AUGUST 21, 2024

14, institutional investors with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission. No asset manager garners more attention on Wall Street than Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) Berkshire Hathaway CEO Warren Buffett. billion and $7.4

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The Motley Fool

AUGUST 26, 2024

One of the most popular index funds in the world is the Vanguard S&P 500 ETF (NYSEMKT: VOO). The exchange-traded fund (ETF) has a strong record of accurately tracking the benchmark S&P 500 index, and it charges a rock-bottom expense ratio to do so. It's no wonder investors have trusted it with over $1 trillion in assets.

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The Motley Fool

APRIL 27, 2024

But I recently put a significant amount of my wealth, about 12%, into an exchange-traded fund, or ETF. It was a big hole in my portfolio, but it presents a great opportunity for long-term investors. The biggest holding is still less than 1% of the total portfolio. I usually stay away from actively-managed funds.

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The Motley Fool

MAY 29, 2024

If you're really lucky, you could have the temperament to build and maintain a balanced and diversified portfolio, getting the best of both worlds. There's nothing wrong with dipping your first toe in Wall Street's waters through a low-cost exchange-traded fund (ETF). What's an exchange-traded fund?

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The Motley Fool

MAY 11, 2024

If you like to keep your investment life as simple as possible, then exchange-traded funds (ETFs) should be on your radar screen. A lot of dividend-focused exchange-traded funds look just at dividend yield. The unique portfolio construction here has material implications for dividend investors.

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The Motley Fool

MAY 30, 2024

Vanguard Information Technology Index Fund ETF (NYSEMKT: VGT) has risen around 35% over the past year versus a roughly 27% gain for the S&P 500 index. Is this the exchange-traded fund (ETF) you need to reach millionaire status? What does Vanguard Information Technology Index Fund ETF do?

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The Motley Fool

OCTOBER 19, 2024

In the first half of 2024, the billionaires listed below started positions in BlackRock 's exchange-traded fund (ETF) that tracks the spot price of Bitcoin (CRYPTO: BTC). The fund is called the iShares Bitcoin Trust (NASDAQ: IBIT). The position represents less than one-tenth of a percent of his $494 billion portfolio.

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The Motley Fool

MAY 1, 2024

A great way to invest in the S&P 500 without too much company-specific risk S&P 500 index funds like the Vanguard S&P 500 ETF (NYSEMKT: VOO) are designed to match the benchmark's index performance and invest in the stocks of the 500 companies that it is composed of. in each one.

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The Motley Fool

JUNE 13, 2024

That's particularly true in the exchange-traded fund (ETF) universe, where many of these pooled investment products are designed to offer niche exposures. That's even true with dividend ETFs like the SPDR Portfolio S&P 500 High Dividend ETF (NYSEMKT: SPYD) , the Schwab U.S. The management fee is a very low 0.07%.

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The Motley Fool

APRIL 17, 2024

In fact, you can buy certain kinds of assets with essentially no knowledge that are all but guaranteed to make you a millionaire over time. Here's one of the assets that can make that happen. Put your money into this ETF ETFs, or exchange-traded funds, are traded just like stocks. Image source: Getty Images.

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The Motley Fool

MARCH 29, 2024

Cathie Wood is the head of Ark Investment Management, which operates 14 exchange-traded funds (ETFs) focused on technological innovations. Bitcoin is trading near an all-time high right now and investors are as enthusiastic about its prospects as ever, but is Wood's forecast realistic? Image source: Getty Images.

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The Motley Fool

MAY 6, 2024

That's exactly why dividend investors looking for an exchange-traded fund (ETF) need to examine Schwab U.S. The point is that buying stocks based solely on yield will often result in a portfolio that's concentrated in a small number of sectors and often will leave you with at least a few troubled stocks. while Schwab U.S.

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The Motley Fool

OCTOBER 3, 2024

Cathie Wood is the founder and chief investment officer of Ark Investment Management, which operates several exchange-traded funds focused on innovative technology stocks. Bullish sentiment appears to have returned to the cryptocurrency market, and Bitcoin is trading near a record high right now.

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The Motley Fool

OCTOBER 13, 2024

I'm referring to the exchange-traded funds (ETFs) in Berkshire Hathaway 's portfolio. Buffett's biggest moneymaking ETF Buffett doesn't get very creative when selecting ETFs for Berkshire's portfolio. The conglomerate owns only two funds -- and they're nearly identical. ETF = exchange-traded fund.

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The Motley Fool

JULY 27, 2024

It is now just one of two cryptocurrencies to have a spot exchange-traded fund (ETF) approved alongside the world's most valuable cryptocurrency, Bitcoin (CRYPTO: BTC). A spot ETF is an exchange-traded fund that tracks the price of an underlying asset.

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The Motley Fool

MAY 24, 2024

Since individual retirement accounts (IRA) aren't tied to your employer, you'll have full control over the account and can invest in assets like exchange-traded funds and individual stocks to supercharge your investment portfolio. What stocks should you add to your retirement portfolio?

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The Motley Fool

NOVEMBER 13, 2024

The Schwab US Dividend Equity ETF (NYSEMKT: SCHD) is a highly popular exchange traded fund (ETF) that has attracted around $63 billion in assets. The Schwab US Dividend Equity ETF is a passive exchange-traded fund , in that it tracks an index (the Dow Jones U.S. The portfolio is rebalanced annually.

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The Motley Fool

APRIL 23, 2024

If you're looking to gain exposure to cryptocurrencies in your portfolio, it's best to keep things simple and focus on the most valuable digital asset out there. A special asset Bitcoin is a breakthrough technology; never before could someone send money to someone else anywhere in the world digitally without the use of an intermediary.

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The Motley Fool

APRIL 22, 2024

Yet there is a simple and straightforward solution to ensure your portfolio grows -- buy Bitcoin (CRYPTO: BTC). The big money is coming The approval of spot Bitcoin exchange-traded funds (ETFs) in January not only marked another milestone for the cryptocurrency but also opened the doors for a new set of buyers.

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The Motley Fool

JULY 27, 2024

Bitcoin (CRYPTO: BTC) investors might recall a fine Wednesday last January when the first exchange-traded funds (ETFs) based on spot Bitcoin prices hit the Street. Grayscale's mutual fund has been converted into a more investor-friendly ETF with $7.5 billion of assets under management (AUM).

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The Motley Fool

APRIL 5, 2024

While ARK's exchange-traded funds (ETFs) offer diversified exposure to various industries, its core holdings often revolve around a select group of innovative companies. The company is providing key services to the majority of the spot Bitcoin exchange-traded funds (ETFs) that recently launched.

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The Motley Fool

APRIL 21, 2024

Count me in as a fan of exchange-traded funds (ETFs). A significant percentage of my investment portfolio is invested in several ETFs. I especially like Vanguard's funds because of their low costs. His Berkshire Hathaway portfolio owns this ETF. No stock makes up more than 0.78% of the fund.

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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. In January 2024, the firm launched its iShares Bitcoin Trust , one of 11 newly introduced spot Bitcoin exchange-traded funds (ETFs). Should you invest $1,000 in Bitcoin right now?

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The Motley Fool

OCTOBER 26, 2024

You can build a portfolio one stock at a time, which is a great way to invest. Or you can save time and effort and use exchange-traded funds (ETFs) to quickly build a portfolio. Dividend Equity ETF is a passively managed exchange-traded fund (ETF) that uses a unique screening approach to build its portfolio.

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The Motley Fool

JUNE 9, 2024

Some investors might not want to pick individual stocks for all or even some of their portfolios. This is where something like an exchange-traded fund (ETF) comes into the picture. Portfolio composition The Invesco QQQ Trust is unique in that it tracks the performance of the Nasdaq-100 index.

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The Motley Fool

APRIL 20, 2024

One of my favorite vehicles for generating passive income is investing in exchange-traded funds (ETFs). The ETF has certainly lived up to its name over the past year, delivering premium income compared to other yield-focused asset classes. Image source: JPMorgan Asset Management. of the fund's net assets.

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The Motley Fool

SEPTEMBER 4, 2024

Given the aggregate market capitalizations of those three digital assets, any sort of synchronized move higher among them is likely to drive the whole crypto market higher. Ethereum, the second-largest digital asset in the world, has seen similar price performance, and Dogecoin has mirrored them both, only in more volatile fashion.

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The Motley Fool

AUGUST 20, 2024

Wood is a huge proponent of Bitcoin and crypto more generally and was one of the more influential figures in getting spot Bitcoin exchange-traded funds (ETFs) approved by the Securities and Exchange Commission. Most funds prefer traditional equities and fixed-income investments. This is a huge "if."

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The Motley Fool

APRIL 29, 2024

Investing in exchange-traded funds (ETFs) can be a great way to generate truly passive income. They enable you to invest in a portfolio of income-generating assets you don't have to manage. The actively managed fund employs a two-part strategy to deliver on this objective. junk bonds ).

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The Motley Fool

OCTOBER 13, 2024

She went even further more recently, saying that if institutional investors allocate 5% of their funds to Bitcoin, it would add $2.3 It is still a volatile asset, that's for sure, but the market is very different from just a decade ago. He believes it is an excellent asset if you "believe governments are debasing their currency."

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