The Motley Fool

DECEMBER 15, 2024

It's all about time, patience, and unshakable investing habits. That's only more true when dealing with rock-solid assets like the Vanguard S&P 500 ETF (NYSEMKT: VOO). VOO Total Return Level data by YCharts The benefits of consistent investing Making consistent investments over time serves a couple of important purposes.

Returns 246

Returns Investing Exchange-Traded Funds Management Fees 246

The Motley Fool

SEPTEMBER 28, 2023

This specialized fund invests 80% of its net assets in companies that derive at least one-half of their revenue or profits from Bitcoin mining, or that provide specialized chips, hardware, software, and services to Bitcoin mining companies. All I have to do is find a fund that invests in several of the top Bitcoin mining stocks.

Investing 240

Investing Exchange-Traded Funds Management Fees Stakes 240

The Motley Fool

JANUARY 29, 2024

Horton (NYSE: DHI) , and the brand-new Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) stand out as excellent investments right now. Overall, Tesla seems to be doing a good job investing in its near-term and long-term growth. It's hard to bet against these investing geniuses.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

SEPTEMBER 16, 2023

In what could be a big catalyst for Ethereum (CRYPTO: ETH) , Cathie Wood's Ark Invest has filed an application for the first-ever spot Ethereum exchange-traded fund (ETF). So could this new ETF from Ark Invest send the price of Ethereum soaring? That's because Ark Invest is essentially skipping a step here.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

SEPTEMBER 5, 2024

Investing in the stock market has proven to be one of the best ways to generate long-term wealth. There are literally thousands of potential investments to choose from, not all of which are suitable for everyone. The first is that to managing an investment fund incurs significant costs. The investment below is for you.

Funds 243

Funds Exchange-Traded Funds Investing Taxes 243

The Motley Fool

JANUARY 16, 2024

Index investing is a great approach, but you can do even better with specific stocks or cryptocurrencies from time to time. Let's say you invested $1,000 in an index fund tracking the S&P 500 (SNPINDEX: ^GSPC) index 5 years ago. Diversified investing is a proven strategy for building and protecting your wealth in the long run.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Financial Institutions Legal 246

The Motley Fool

APRIL 20, 2024

Private equity and venture capital firms typically have access to investments that are not available to everyday investors. In turn, large investment firms gain access to opportunities that aren't typically found on public exchanges. Nevertheless, investing in start-ups can be extremely appealing. What's in the fund?

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

AUGUST 25, 2024

But in the background, alternative investments such as crypto have demonstrated some strength as well. I understand if you don't have the appetite to invest directly in crypto , though. Owning an ETF is a form of passive investing. VanEck has been around for almost 70 years and has a long history investing in derivatives.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Assets Asset Management 246

The Motley Fool

JANUARY 30, 2024

They present an opportunity for more investors to gain access to the crypto asset class. When buyers want to more shares of the fund than exist today, the fund manager asks authorized participants to help create new shares. billion in assets within two weeks of launching the fund. Custodial fee revenue accounted for about 2.5%

Securities and Exchange Commission (SEC) 233

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

The Motley Fool

APRIL 16, 2024

Over half of VUG's funds are invested in the tech sector, for one. You'll only pay roughly $4 a year in management fees per $10,000 invested in the fund, while competitor growth funds can charge $100 or more for similar returns. Should you invest $1,000 in Vanguard Index Funds - Vanguard Growth ETF right now?

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Assets Funds 246

The Motley Fool

FEBRUARY 19, 2024

Image source: Getty Images Investing in stocks is something anyone can do. But not everyone invests in stocks the same way, and billionaires and the ultra-wealthy often use different stock-buying avenues than the rest of us. And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

APRIL 27, 2024

I'm concentrating my retirement account on investments that generate passive income and can deliver compelling price appreciation with less volatility. I recently added a new investment to my retirement account that I believe can enhance my ability to reach my retirement goals: JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ).

Accounting 246

Accounting Exchange-Traded Funds Management Fees Asset Management 246

The Motley Fool

JANUARY 28, 2024

NextEra Energy Partners benefited from the increased income earned by new projects added to the portfolio and a reduction in management fees from its parent, NextEra Energy. That helped more than offset weaker performance from its existing assets. Should you invest $1,000 in NextEra Energy Partners right now?

Amortization 245

Amortization Depreciation Earnings Before Interest Debt 245

The Motley Fool

JUNE 13, 2024

There are very few investments in the world that are perfect unto themselves. That's particularly true in the exchange-traded fund (ETF) universe, where many of these pooled investment products are designed to offer niche exposures. The management fee is a very low 0.07%. Most can benefit from being paired with others.

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Management Fees Assets 246

The Motley Fool

JUNE 20, 2024

And even some of the big names that have stuck around haven't turned out to be good investments. The answer is that Wall Street hype doesn't always translate into investment success. That leads to investment bubbles that eventually burst. billion in assets. What went wrong? CSCO data by YCharts This is a big ETF, with $2.7

Exchange-Traded Funds 242

Exchange-Traded Funds Bidding Management Fees Assets 242

The Motley Fool

JANUARY 11, 2024

A new, easy way to invest in Bitcoin is here. So only buy shares of a Bitcoin ETF if you expect the underlying asset to perform well. Global investment firm Van Eck expects the Bitcoin ETFs to perform well because of the 2024 Bitcoin halving and new regulations. Nothing about the underlying asset has changed.

Management Fees 130

Management Fees Investing Assets Legal 130

The Motley Fool

JULY 8, 2024

Investing is like gardening. One of the best ways to invest, whether you're a beginner or an expert, is with exchange-traded funds (ETFs). These specialized investment products trade like stocks, but they have many of the characteristics of mutual funds. Its Top 5 holdings are: Company Ticker Symbol % of VYM Assets 1.

Mutual Funds 243

Mutual Funds Exchange-Traded Funds Management Fees Financing 243

The Motley Fool

DECEMBER 27, 2023

Dividend stocks can be very enriching investments. Rexford Industrial Realty (NYSE: REXR) , Extra Space Storage (NYSE: EXR) , and Brookfield Infrastructure (NYSE: BIPC) (NYSE: BIP) have been very enriching investments over the years. Dividends are more than just yield -- they are a portion of your total return on investment.

Assets 245

Assets Management Fees Funds Returns 245

The Motley Fool

SEPTEMBER 21, 2024

First off, you'll have to stick to the investment options in your employer's plan , which usually don't offer much variety. If you wanted to invest directly in individual blue chip stocks like Apple or Microsoft , you're out of luck -- unless you work for them. This decreases the chances of you dipping into your 401(k) early.

Mutual Funds 245

Mutual Funds Taxes Management Fees Accounting 245

The Motley Fool

AUGUST 7, 2024

There is some time involvement: You'll need to open a brokerage account and research different assets and investment strategies. But after that, a lot of buy-and-hold investing strategies don't take a ton of ongoing management. For example, a good property manager can help keep your rental income truly passive.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

SEPTEMBER 8, 2024

Franklin Resources Finally, add investment management outfit Franklin Resources (NYSE: BEN) to your list of S&P 500 dividend stocks to buy and hold forever. Traditional mutual funds like the ones its investment company Franklin Templeton mostly manages appear to be falling out of favor.

Mutual Funds 245

Mutual Funds Exchange-Traded Funds Prospects Assets 245

The Motley Fool

SEPTEMBER 18, 2024

So you're ready to invest in stocks , but you're new to the stock market. To understand what makes this ETF great, it helps to first understand what an index is and why you might invest in a fund that tracks it. Indexes track all sorts of asset classes and some asset classes perform better than others over the long term.

Mutual Funds 130

Mutual Funds Investing Exchange-Traded Funds Management Fees 130

The Motley Fool

DECEMBER 14, 2023

ARK Invest CEO Cathie Wood is one of the most followed stock pickers on Wall Street. Her appeal centers around the theme-based investing strategy of ARK Invest's family of exchange-traded funds (ETFs). This means that for every $10,000 invested in the fund, investors pay $75 annually. Image source: Getty Images.

Exchange-Traded Funds 243

Exchange-Traded Funds Management Fees Prospects Funds 243

The Motley Fool

SEPTEMBER 28, 2024

The exchange-traded fund (ETF) lets you invest in 100 of the top dividend stocks through one easy-to-buy package. And it charges an ultra-low expense ratio, which lets investors keep more of the dividend income these stocks produce without giving too much back in fees. Put another way, a $1,000 investment in Schwab U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Funds Assets 246

The Motley Fool

JULY 22, 2023

Still a good value Charles Schwab is the largest brokerage firm in the country with about $8 trillion in client assets under management (AUM) and more than 34 million accounts as of June 30. The financial services giant also has wealth management, financial advisory, banking, lending, credit cards, and other services.

Banks 243

Banks Assets Management Fees Financial Services 243

The Motley Fool

MARCH 14, 2024

This should be your first priority when deciding where to invest for retirement. IRAs open up the door to many more investing options With a 401(k), you have a limited pool of investments. You can only put your money into the assets available in the 401(k) plan your employer has chosen. Image source: Getty Images.

Taxes 130

Taxes Investing Financial Institutions Management Fees 130

The Motley Fool

JULY 24, 2023

If you are looking for a simple, effective way to invest in a wide range of sectors, industries, and themes, you might want to consider exchange-traded funds (ETFs). ETFs are collections of stocks, bonds, or other assets that track an index, a sector, or a certain theme like artificial intelligence, autonomous driving, or immuno-oncology.

Exchange-Traded Funds 245

Exchange-Traded Funds Management Fees Prospects Funds 245

The Motley Fool

AUGUST 5, 2023

Its option-adjusted yield, which is calculated by dividing the annualized most recent distribution by the fund's most recent net asset value, can fluctuate, but currently stands at 16.7%. For one thing, investing in the ETF comes with a hefty cost. For one thing, investing in the ETF comes with a hefty cost. so far this year.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Funds Financial Services 246

The Motley Fool

DECEMBER 20, 2023

Investing is something that most people know they should do, but much fewer people do it. Whenever someone tells me they know they should invest and I ask why they don't, the two most common responses are: "I don't have enough money" and "I don't know how." Investing doesn't have to be, and shouldn't be, difficult. Materials 2.5%

Mutual Funds 130

Mutual Funds Funds Investing Exchange-Traded Funds 130

The Motley Fool

MARCH 5, 2024

There's nothing quite like investing in an individual company's stock and watching it grow over time, but ETFs have value even for seasoned investors. The Vanguard Growth ETF is an inexpensive and simple way to capture the growth that leads bull markets without the limitations of only investing in companies listed on the Nasdaq exchange.

New York Stock Exchange 246

New York Stock Exchange Exchange-Traded Funds Stock Exchanges Management Fees 246

Private Equity Insights

MARCH 8, 2024

Modern Wealth Management, an American registered investment advisory (RIA), has snapped up Beltz Ianni & Associates (Beltz Ianni) for an undisclosed price, in a move to expand its footprint to the eastern region of the US. It is said to manage assets worth over $1.2bn. It is said to manage assets worth over $1.2bn.

Education 130

Education Management Fees Assets Financing 130

This is going to be BIG.

MAY 12, 2014

management fee. Most larger funds have a fee around 2%, but when you''re this small, you need a little bit extra to keep the lights on. It''s only a little bit of a performance drag, though, because management fees act like a loan. If you''re looking to make a lot of dough in the short term, microVC isn''t for you.

Funds 167

Funds Legal Management Fees Venture Capital 167

The Motley Fool

JANUARY 21, 2024

Stocks and cryptocurrencies with market caps below $200 million are below the coverage threshold, and the same limit applies to the net asset value (NAV) of ETFs. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

DECEMBER 3, 2023

billion in assets under management. Coleman was named the top hedge fund manager of 2020, generating gains of 48%, 3 times the 16% return of the S&P 500. Coleman established his credentials by making early investments in Facebook (now Meta Platforms ), Spotify , and LinkedIn, now owned by Microsoft (NASDAQ: MSFT).

Hedge Funds 246

Hedge Funds Stakes Amortization Depreciation 246

The Motley Fool

DECEMBER 31, 2023

Dividend stocks can be incredible investments. AbbVie is also investing heavily in research & development to continue finding new therapies to drive future growth. The real estate investment trust ( REIT ) has a phenomenal record of increasing its payout. They've historically outperformed the market over the long term.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

DECEMBER 5, 2024

Value is in the eye of the beholder, a statement that is particularly true when it comes to investing. That gives investors who can think in decades, and not days, an edge in finding attractively priced investments. It has to spend the money needed to upgrade its internal controls, and it's under an asset cap in the U.S.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

MARCH 10, 2024

Unsurprisingly, there's considerable negativity surrounding the healthcare real estate investment trust (REIT) these days. It has made solid progress so far, announcing in late February the sale of five hospitals to Prime and the sale of a syndicated term loan investment in Median. Key tenants were on shaky ground.

Amortization 189

Amortization Depreciation Earnings Before Interest Management Fees 189