The Motley Fool

MAY 24, 2024

Basically, he's alluding that if tax rates indeed rise, then Berkshire would be required to pay higher capital gains on Apple in the future. It's hard to question this strategy, as holding on to high-conviction stocks over a long-term investment horizon is a proven way to build wealth.

Taxes 246

Taxes Investment Horizon Prospects Portfolios 246

The Motley Fool

AUGUST 6, 2024

The business has a market capitalization of over $3 trillion, putting it in rarefied company. Narrowing the time frame, how much money would you have if you had invested $5,000 in Apple shares five years ago? Berkshire Hathaway, run by Warren Buffett, well known for his longtime investing horizon, seems willing to take profits.

Investment Horizon 189

Investment Horizon Investing Stakes Accounting 189

The Motley Fool

MAY 16, 2024

Like most tech companies, DigitalOcean used to operate with a growth-at-all-costs strategy, which meant investing heavily in sales, marketing, and research and development, even if it resulted in net losses. Should you invest $1,000 in DigitalOcean right now? Most analysts believe the U.S.

Investment Horizon 246

Investment Horizon Debt Capital Portfolios 246

The Motley Fool

JUNE 28, 2024

This is a common arrangement in the cannabis space, primarily because it enables the operator to use more capital to run the actual business. Moreover, Innovative Industrial Properties has a debt ratio of just 11%, an exceptional figure for a capital-intensive business.

Legal 244

Legal Financial Institutions Investment Horizon Management Fees 244

The Motley Fool

DECEMBER 14, 2024

Investors should expect Dividend Kings to raise their payouts at least 5% to 10% per year (depending on the company and whether the capital return program includes buybacks). Should you invest $1,000 in Stanley Black & Decker right now? But this is the right decision until the company gets back on track.

Investment Horizon 243

Investment Horizon Debt Taxes Returns 243

The Motley Fool

AUGUST 21, 2024

The rationale is that by increasing cash reserves, you can position yourself to capitalize on potential market corrections or crashes. Choosing the right approach The choice between these scenarios ultimately depends on your risk tolerance, investment goals, investing horizon, and personal outlook on market conditions and AI developments.

Exchange-Traded Funds 245

Exchange-Traded Funds Investment Horizon Debt Banks 245

The Motley Fool

SEPTEMBER 5, 2023

Meanwhile, access to historically cheap capital and ongoing fiscal stimulus created a level of investor euphoria that sent the Dow, S&P 500, and Nasdaq Composite catapulting to new highs in 2021. However, your investment horizon is a far more important puzzle piece to the wealth-building equation on Wall Street.

Investment Horizon 246

Investment Horizon Stock Market Stock Market Investors 246

Private Equity Insights

MAY 20, 2024

This strategy involves investing directly in ventures where the principal remains actively involved, leveraging their expertise and competencies in a particular field. While direct investments can o er high rewards, they also come with higher risks, including the potential for losing all the initial capital.

Due Diligence 130

Due Diligence Investment Horizon Funds Buyout 130

The Motley Fool

MAY 25, 2024

Although it is subject to the same cyclical headwinds that have some investors skeptical about Amazon, Visa's clear-cut competitive advantages make it a surefire buy for those with a long investment horizon. Not having to set aside capital to cover these potential losses is a big-time advantage in the financial sector.

Buyout 241

Buyout Investment Horizon Taxes Legal 241

Private Equity Wire

MARCH 5, 2025

CVC’s Strategic Opportunities platform invests in high-quality, stable businesses that present an attractive risk-return profile over a longer investment horizon relative to traditional private equity mandates.

Investment Horizon 45

Investment Horizon Funds Capital Portfolios 45

The Motley Fool

NOVEMBER 24, 2023

To reach that number, I started with the $6,500 IRA contribution limit, assumed a conservative average annual return of 6.5%, and assumed an investment horizon of 40 years. Why the regular brokerage account number is smaller: Retirees pay a capital gains tax when withdrawing funds from a regular brokerage account.

Taxes 147

Taxes Investment Horizon Accounting Capital 147

The Motley Fool

AUGUST 6, 2023

When banks begin to paring back their willingness to lend, it chokes off a fuel source for growth companies that use borrowed capital to hire, acquire, and innovate. In short, it's a pretty clear sign that banks either see trouble on the horizon, or are already dealing with negative economic repercussions. Whereas the 12 U.S.

Banks 246

Banks Investment Horizon Consultants Consulting 246

The Motley Fool

APRIL 10, 2025

In a bear market, investors will experience constraints on their capital. That makes them more hesitant to invest in both serious and less-serious projects on Solana's chain. So a DeFi drought caused by a lack of capital during a bear market would be a pretty big issue for investors in the medium term.

Investment Horizon 130

Investment Horizon Financing Finance Capital 130

The Motley Fool

NOVEMBER 27, 2024

However, past performance is no guarantee of future success, and as Bitcoin's price increases, so does the starting capital required to realize substantial returns. If you're hoping to get rich quick at these prices, you'll need significant capital at your disposal or a willingness to embrace the elevated risks of buying at this stage.

Investment Horizon 130

Investment Horizon Assets Capital Returns 130

The Motley Fool

DECEMBER 12, 2023

An investment in Rocket Lab is, in some ways, akin to a venture capital (VC) deal, which are known to support emerging companies during the earliest days of operations. In exchange for capital, VC investors acquire an equity stake that, in theory, could earn a multibagger return over the investment horizon.

Investment Horizon 130

Investment Horizon Venture Capital Stakes Capital 130

Private Equity Wire

FEBRUARY 19, 2025

For limited partners (LPs) seeking liquidity, these funds offer the option to exit their investment, while others can roll over their capital into the continuation vehicle. “LPs have historically been reluctant to invest in continuation funds that has now changed,” said Lars Bjoergerd, Managing Director of MCAM Group.

Private Equity Firms 45

Private Equity Firms Private Equity Firms Funds Investment Horizon 45

The Motley Fool

JULY 30, 2024

The biggest challenge is a constant need for new capital. Vehicle manufacturing is notoriously capital intensive. Looking ahead, Rivian's appetite for new capital likely won't change. Its deal with Volkswagen, for example, already includes provisions for an additional $4 billion in capital.

Investment Horizon 130

Investment Horizon Capital Financing Finance 130

Pension Pulse

APRIL 10, 2025

BCI announced today a significant minority equity stake in Broadstreet Partners: On April 10, 2025, BroadStreet Partners (the Company) announced that BCI, Ethos Capital, and White Mountains Insurance Group, Ltd. Learn more about this investment in the BroadStreet news release.

Stakes 52

Stakes Legal Leveraging New York Stock Exchange 52

The Motley Fool

FEBRUARY 5, 2024

As you get older, you should start to reduce your exposure to risky assets and focus more on preserving your capital and building up passive income streams. That's why I rarely turn to Cathie Wood's Ark Invest portfolios, which are full of innovative but highly volatile companies, for stock ideas at this point in my life.

Portfolios 130

Portfolios Investment Horizon Capital Shareholders 130

Pension Pulse

JULY 30, 2024

Arctos, via its Keystone strategy, which provides strategic partnership to leading financial sponsors, through bespoke growth capital and liquidity solutions, has underwritten 100% of the funding and will facilitate the Hayfin team becoming the majority owners of the common equity.

Stakes 59

Stakes Capital Legal Investment Horizon 59

The Motley Fool

JULY 12, 2024

In June, the Department of Energy issued a notice of intent for $900 million to fund SMR technologies , which could reduce NuScale's need to raise capital. However, investing in NuScale is not ideal for most investors. SMR Cash and Equivalents (Quarterly) data by YCharts.

Investment Horizon 130

Investment Horizon Shareholders Capital Returns 130

The Motley Fool

JULY 21, 2024

And it opened the floodgates for lots more capital to flow to the asset in a convenient and compliant manner. Even worse, they provide a false sense of precision that can end up resulting in poor investment decisions. A healthier investing horizon would be several years into the future.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Investment Horizon Assets 130

The Motley Fool

JULY 8, 2024

You might be tempted to go with a short-term CD to capitalize on the higher rates, and this could be the right move if you don't want to tie up your cash for too long. If you're trying to decide where to keep long-term savings, investing could be a better choice than a long-term CD.

Investment Horizon 130

Investment Horizon Banks Accounting Funds 130

The Motley Fool

NOVEMBER 23, 2024

In contrast, Archer's approach is less capital intensive, allowing it to run a leaner business and potentially get to market sooner. That company is also well capitalized, thanks to recent funding from Toyota. Should you invest $1,000 in Joby Aviation right now? Image source: Joby Aviation.

Investment Horizon 130

Investment Horizon Investment Banks Investment Banking Banks 130

The Motley Fool

MAY 15, 2024

However, VUG's yield is a modest 0.47%, reflecting its primary emphasis on capital growth over immediate income generation. This strategic choice aligns with the fund's growth-centric investment philosophy. The verdict When deciding between VTI and VUG, investors must consider their investment horizon and risk appetite.

Stock Market 130

Stock Market Stock Market Funds Mutual Funds 130

The Motley Fool

OCTOBER 31, 2024

An investment of $10,000 in Nvidia five years ago is now worth more than $275,000, vastly accelerating many investors' paths to becoming millionaires. However, we can't go back in the past and buy shares to capitalize on that movement. Over a long-term investing horizon, that percentage point or two can be a huge difference.

Investment Horizon 130

Investment Horizon Returns Investors Capital 130

The Motley Fool

AUGUST 27, 2024

The growth is going to be driven by a $43 billion capital investment plan that notably includes a huge offshore wind development project. After that point, Dominion expects to grow earnings at a strong 5% to 7% rate through 2029. That's an attractive growth rate for a utility.

Investment Horizon 130

Investment Horizon Debt Capital Investments Assets 130

The Motley Fool

JULY 13, 2024

Pfizer and Bristol Myers have had their share of troubles, but there is plenty to like about both stocks, at least for investors with an investment horizon spanning five years or more. Read on to find out why both stocks are worth buying this month. PFE data by YCharts.

Buyout 130

Buyout Investment Horizon Venture Capital Prospects 130

The Motley Fool

AUGUST 13, 2023

While real estate investing is generally considered to be safe, to succeed in direct investing takes an understanding of the local real estate market and the capital for that purchase. This type of investment is also not particularly liquid, taking time and money to market and sell when that time comes, too.

Investment Horizon 130

Investment Horizon Taxes Financing Finance 130

The Motley Fool

JANUARY 3, 2025

The best time to invest in Bitcoin to maximize returns during this cycle was in 2022, when it traded for less than $20,000. Unless you have significant capital to deploy, the opportunity to achieve exponential gains from Bitcoin in this bull cycle has likely passed. What is your investment timeline?

Investment Horizon 130

Investment Horizon Assets Returns Capital 130

The Motley Fool

JANUARY 3, 2025

In order to protect its industry position, Verizon must constantly invest in its business via large capital projects. If you are looking at Verizon, Chevron, and Amgen, and have a long-term investment horizon, you'll probably want to pull the trigger on at least one as 2025 gets underway.

Investment Horizon 130

Investment Horizon Leveraging Debt Investors 130

The Motley Fool

AUGUST 25, 2024

This diversification, coupled with Buffett's value investing principles, has enabled the company to weather economic storms and capitalize on opportunities when they arise. These businesses generate steady cash flows, providing Berkshire with the capital to invest in other companies or repurchase its shares.

Conglomerates 100

Conglomerates Investment Horizon Stakes Taxes 100

The Motley Fool

AUGUST 11, 2023

With pot still illegal at the federal level, banks are often reluctant to provide growers with capital. This stock is most appropriate for more aggressive investors who have very long investment horizons and who are willing to sit through periods of worrying uncertainty.

Initial Public Offering 130

Initial Public Offering Legal Investment Horizon Financing 130

The Motley Fool

AUGUST 1, 2023

Moreover, buying the stock at its current valuation poses no significant risk of permanent capital loss. Patient investors with investing horizons of more than five years should consider buying some shares. 10 stocks we like better than Tencent When our analyst team has a stock tip, it can pay to listen.

Investment Horizon 130

Investment Horizon Education Shareholders Public Companies 130

The Motley Fool

AUGUST 1, 2024

If you have $1,000 to put into stocks right now, there are plenty of businesses you might be considering for that investment capital. You shouldn't invest cash that you'll soon need, and you should make sure your bills are paid and savings shored up before you put money into stocks.

Investment Horizon 130

Investment Horizon Portfolios Returns Capital 130

BlueMind

SEPTEMBER 11, 2022

Time Horizon Time horizon is the time period someone holds on to an investment until they finally have the need to cash it. Time horizons are normally determined through financial goals and the moment you actually make the investment. The most common investment with a long-term horizon is saving for retirement.

Investment Horizon 98

Investment Horizon Liabilities Exchange-Traded Funds Assets 98

The Motley Fool

MARCH 18, 2024

While the estimation of just how high manufacturer Albemarle 's (NYSE: ALB) stock can rise may have dipped from his previous thinking, Christopher Kapsch, an analyst at Loop Capital still sees ample upside. When exactly Albemarle reaches the $162 price target that Kapsch has set isn't critical for investors with a long-term investing horizon.

Investment Horizon 100

Investment Horizon Shareholders Portfolios Returns 100