The Motley Fool

MARCH 19, 2025

Assets that are easy to passively own, conversely, generally produce weaker results. And ironically, your highest-odds/best-payoff approach isn't trying to beat the market at all, but instead just aiming to match its performance by buying and holding simple index funds. And that's mattered more than most investors might imagine.

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Mutual Funds Conglomerates Business Development Companies Stakes 244

The Motley Fool

OCTOBER 5, 2024

For dividend investors, there's usually nothing more tempting than a big, fat dividend yield. But that's put these financially strong dividend stocks on sale for investors willing to look deeper into a high-yield story. It chose to jettison its office assets in one fell swoop. Second, assets are actually pretty stable, making T.

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The Motley Fool

DECEMBER 5, 2023

Vanguard is a massive investment management company, offering mutual funds, exchange-traded funds (ETF), 401(k) plans, and many other financial products and tools. The company's founder, Jack Bogle, popularized low-cost passive investing through index funds. That's all well and good for some investors.

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Mutual Funds Funds Exchange-Traded Funds Assets 246

The Motley Fool

JUNE 3, 2024

Visual Capitalist created a chart breaking down average asset distribution at each net worth tier, starting at $10,000 and going all the way up to those with $1 billion. Millionaires put their money into appreciating assets (assets that can grow in value). Tom Corley talked to 233 millionaires for his Rich Habits study.

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Hedge Funds Mutual Funds Investing Venture Capital 246

The Motley Fool

MAY 11, 2024

investors are collecting today from the S&P 500 index. And yet investors looking for down-and-out stocks with high yields will still like what Realty Income (NYSE: O) , Franklin Resources (NYSE: BEN) , and Hormel Foods (NYSE: HRL) have to offer. trillion in assets under management.

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Mutual Funds Exchange-Traded Funds Asset Management Assets 243

The Motley Fool

APRIL 22, 2024

The emergence of spot Bitcoin exchange-traded funds (ETFs) has opened up a new avenue for investors to enter the cryptocurrency market without the complexities of managing crypto wallets and navigating exchanges. Not to mention, my employer only allows access to those funds once a person is no longer employed by them.

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Mutual Funds Exchange-Traded Funds Accounting Taxes 245

The Motley Fool

SEPTEMBER 8, 2024

Here's a rundown of three beaten-down S&P 500 dividend stocks you may want to consider scooping up before a bunch of other investors decide to do the same. The stock soared in the wake of a wave of online shopping, but the return of in-person shopping since 2022 has affected investor sentiment.

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Mutual Funds Exchange-Traded Funds Prospects Assets 245

The Motley Fool

SEPTEMBER 27, 2024

Minimize your investment fees Most 401(k)s give you a choice between a variety of mutual funds or index funds your employer chooses. Try to keep your total fees below 1% of your assets each year. Most mutual funds charge expense ratios , which are listed as percentages in your prospectus.

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Mutual Funds Accounting Assets Taxes 244

The Motley Fool

FEBRUARY 24, 2024

With a 401(k), on the other hand, you're generally limited to a bunch of different funds, like mutual funds and index funds. The reason being limited to funds is problematic is twofold. First, when you put money into any given fund, you don't get complete control over your investment.

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Mutual Funds Funds Accounting Assets 239

The Motley Fool

APRIL 28, 2024

It would have been much better if I had bought a broad-based index fund, like SPDR S&P 500 ETF (NYSEMKT: SPY). Here's why I think beginner investors should do this instead of what I did. Some investors get burned and then turn away from investing, choosing to avoid one of the most powerful tools for building long-term wealth.

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Mutual Funds Funds Investing Exchange-Traded Funds 246

The Motley Fool

MAY 29, 2024

They hold a variety of assets, such as stocks, bonds, or commodities. Some are actively updated by fund managers, while others leave the stock-picking to a standard market index. Index-tracking ETFs are designed to track the performance of a specific index, sector, or asset class. trillion of assets under management.

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The Motley Fool

SEPTEMBER 22, 2024

Your plan's best-performing fund option might be the simplest one Your 401(k) plan will most likely be administered by a mutual fund company, and more often than not, it will limit your investment options to its proprietary funds. investors trailed the performance of the S&P 500. That's fine.

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Mutual Funds Accounting Funds Stakes 231

The Motley Fool

JANUARY 10, 2024

It's easy to see why a yield-hungry investor might want to learn more about AGNC. But there's still a small group of investors that don't fit the common mold. The problem with AGNC Investment To get the big news out early, most investors won't want to buy or hold AGNC Investment. And they are certainly nothing like a landlord.

Mutual Funds 243

Mutual Funds Investing Collateral Pension Funds 243

The Motley Fool

APRIL 22, 2024

Investors often invest in obscure or less proven cryptocurrencies in hopes that they have found the next Bitcoin. 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. See you in 2040.

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Mutual Funds Exchange-Traded Funds Pension Funds Assets 246

The Motley Fool

SEPTEMBER 12, 2024

Something seems to be fundamentally wrong with Chainlink, which hasn't been able to gain traction with investors for more than two years, despite being the pre-eminent data oracle blockchain network in the world. If it can provide one, then it could start to gain traction once again with crypto investors. Image source: Getty Images.

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Due Diligence Mutual Funds Exchange-Traded Funds Assets 245

The Motley Fool

FEBRUARY 19, 2024

And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor. A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. This allows them to own shares in companies that the average investor can't yet purchase.

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

The Motley Fool

JUNE 15, 2024

It also has exposure to both high-end (A level assets) and middle-rated (B level assets) apartment complexes. Investors are worried, pushing the share price down and the dividend yield up to 4.2%. Rowe Price's future If you are looking for dividend stocks without much volatility, you probably won't like asset manager T.

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Mutual Funds Exchange-Traded Funds Assets Debt 246

Private Equity Wire

MARCH 13, 2025

The Bank for International Settlements (BIS) has raised concerns about the growing vulnerability of the private credit sector to liquidity mismatches, particularly as it increasingly draws capital from retail investors, according to a report by Bloomberg.

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Mutual Funds Investors Banks Assets 45

The Motley Fool

JUNE 28, 2024

So, how could you be an investor in Nvidia without even realizing it? Well, if you own shares of an S&P 500 index fund, such as the Vanguard S&P 500 ETF (NYSEMKT: VOO) , the SPDR S&P 500 ETF (NYSEMKT: SPY) , or the Vanguard 500 Index Investor (NASDAQMUTFUND: VFINX) , you're a (small) co-owner of Nvidia.

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The Motley Fool

SEPTEMBER 13, 2024

This fund launched in November 2003 and now has net assets of nearly $19.8 Income investors should like the iShares Select Dividend ETF's 30-day Securities and Exchange Commission (SEC) yield of 3.69%. Many will also find the fund's average annual total return of 8.1% Select Dividend Index. The ETF owns 98 stocks.

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

The Motley Fool

MAY 4, 2024

That's why most investors will want to buy it, given that the average yield on the S&P 500 Index is about 1.3% It's fairly easy to understand what property owning REITs do: They buy physical assets and lease them out to tenants. What would the return look like if an Annaly investor didn't reinvest the dividends?

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The Motley Fool

AUGUST 22, 2024

Asset Class Annualized Nominal Return, 1802 to 2021 Stocks 8.4% Consider, for example, that according to the folks at S&P Dow Jones Indices, over the past 15 years, the S&P 500 index outperformed a whopping 88% of managed large-cap mutual funds, and it outperformed 87% over the past decade. Bonds 5% Bills 4% Gold 2.1%

Mutual Funds 246

Mutual Funds Funds Investing Exchange-Traded Funds 246

The Motley Fool

JULY 23, 2024

There are Nasdaq ETFs, technology sector ETFs, and even Magnificent Seven ETFs that have quite a bit of assets invested in high-quality AI companies. While it isn't the right ETF for everyone, it could be a great way to get AI exposure for many investors. It will be reflected in the fund's overall performance.

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Mutual Funds Assets Funds Portfolios 241

The Motley Fool

JULY 26, 2024

But unfortunately, today's youngest investors seem to be making some big new-investor mistakes. A recent survey from the CFA Institute found that Gen Z investors are taking on too much risk and making some dubious investment choices -- potentially endangering their long-term financial goals. Don't get stuck holding the bag.

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Mutual Funds Portfolios Investors Exchange-Traded Funds 130

The Motley Fool

JULY 12, 2024

Billionaire investor Bill Ackman is planning to create a new publicly traded investment fund and is kicking off a pre-IPO roadshow to build investor interest. The new fund will be called Pershing Square USA and will list on the New York Stock Exchange under the ticker symbol PSUS. annualized) since its Jan 2004 inception.

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Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

JULY 8, 2024

These specialized investment products trade like stocks, but they have many of the characteristics of mutual funds. Two fantastic options for long-term investors are the Vanguard High Dividend Yield ETF (NYSEMKT: VYM) and the Vanguard S&P 500 ETF (NYSEMKT: VOO). ETFs charge various management fees to their investors.

Mutual Funds 243

Mutual Funds Exchange-Traded Funds Management Fees Finance 243

The Motley Fool

JANUARY 25, 2024

Ark Invest's funds don't hold Bitcoin directly, relying on indirect investments such as mutual funds and crypto-oriented stocks instead. Wood's diversified growth-stock funds have not rushed to invest in the new Bitcoin ETFs, but her team manages one of the 11 new names. What's the big deal with Bitcoin ETFs?

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Mutual Funds Exchange-Traded Funds Investing Funds 241

The Big Picture

DECEMBER 14, 2023

At the Money: Mutual Funds vs. ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? Mutual funds or ETFs? But over the past few decades the mutual fund has been losing the battle for investors attention.

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Mutual Funds Funds Exchange-Traded Funds Taxes 72

The Motley Fool

AUGUST 8, 2023

Everything from short-term news events to investor sentiment can swing the stock market higher or lower at a moment's notice. For some investors, volatility isn't a big deal. But for others, it's precisely why exchange-traded funds (ETFs) exist. and global economy will benefit patient investors.

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Mutual Funds Exchange-Traded Funds Assets Funds 246

The Motley Fool

JULY 13, 2023

REITs allow investors to invest in diversified portfolios of properties that would otherwise cost millions or billions to access. They're similar to mutual funds, which contain multiple stocks and other assets. They just revealed what they believe are the ten best stocks for investors to buy right now.

Mutual Funds 242

Mutual Funds Exchange-Traded Funds Stock Exchanges Finance 242

The Motley Fool

MARCH 11, 2025

Are you a new investor feeling overwhelmed by too many choices? Vanguard S&P 500 ETF If you've been in the market -- or even been thinking about it -- for any length of time at all, then you've almost certainly heard the advice to start with an index fund. Maybe you're just hoping to simplify your investing.

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Exchange-Traded Funds Mutual Funds Funds Stakes 189

The Motley Fool

MARCH 3, 2024

However, with the exception of cryptocurrency, no major asset class beat the S&P 500 over the last 10 years. I've previously suggested that investors avoid mutual funds and ETFs that have consistently underperformed that benchmark index over long periods. The S&P 500 returned an average of 10.3%

Mutual Funds 245

Mutual Funds Funds Exchange-Traded Funds Assets 245

The Motley Fool

FEBRUARY 6, 2024

Understanding these points can help you to be a better investor and maximize the size of your balance over time. So even if you aren't starting with a ton of money, the sooner you begin transferring some funds from your checking account to your brokerage account, the better off you'll be. Here's what you need to know. So don't try.

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Accounting Mutual Funds Exchange-Traded Funds Assets 243

The Motley Fool

JUNE 19, 2024

Soon after the retail giant started gold sales, Richard Galanti (then Costco CFO) told investors that the one-ounce gold bars were typically gone within a few hours of posting on the site. An investment is an asset like stocks, bonds, real estate, and other commodities that can help you build long-term wealth.

Resale 240

Resale Mutual Funds Banks Accounting 240

The Motley Fool

JUNE 23, 2024

The legendary investor typically avoids stocks that are out of his wheelhouse. For one thing, Berkshire owns only small positions in the funds -- 39,400 shares of the SPDR ETF and 43,000 shares of the Vanguard ETF. But it could at least provide some consolation for investors who have kicked themselves for not buying Nvidia sooner.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Conglomerates Stakes 246

The Motley Fool

JULY 10, 2024

Once upon a time, the Grayscale Bitcoin Trust (NYSEMKT: GBTC) traded at a consistent premium to its net asset value (NAV). From the fund's public market entrance in May 2015 to the end of 2020, the Grayscale fund averaged a 37% price premium over its holdings in pure Bitcoin (CRYPTO: BTC). in the ETF era.

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Mutual Funds Investors Management Fees Exchange-Traded Funds 130

The Motley Fool

SEPTEMBER 4, 2023

Even worse, those concerns have coincided with a decline in the number of households that expect to have their own assets in retirement accounts. If you can, build assets during your career and then have your own source of income in retirement. There's also the matter of putting all those assets to work.

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Mutual Funds Exchange-Traded Funds Assets Taxes 246