The Motley Fool

DECEMBER 6, 2023

Secured debt is debt backed by collateral, which helps reduce the risks associated with lending. Most of the fund's debt investments are in first-lien loans (over 98%), meaning it has the first claim to collateral if a company goes under.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

SEPTEMBER 7, 2024

billion agency securities (this is its mortgage bond portfolio). Some simple math shows that the company has basically pledged roughly 92% of its bond portfolio. For starters, pledging basically means the company is using its mortgage bond portfolio as collateral for loans. But what does "pledged" mean?

Collateral 130

Collateral Investing Leveraging Financial Institutions 130

The Motley Fool

NOVEMBER 12, 2024

This partnership allows us to expand our servicing portfolio in a capital-efficient manner. This process can often be delayed at the collateral underwriter review stage where workloads are already substantial. In October, we proudly announced a partnership to subservice a portion of Annaly's MSR portfolio. Your line is open.

Companies 241

Companies Leveraging Collateral Asset Management 241

The Motley Fool

APRIL 15, 2024

Its fellow power pack specialist, Freyr Battery (NYSE: FREY) , managed to escape significant collateral damage, but its stock's flat performance on the day wasn't inspiring. Next-generation EV battery developer QuantumScape (NYSE: QS) also took it on the chin, with its market value eroding by almost 7%.

Investors 246

Investors Collateral Returns Portfolios 246

The Motley Fool

JANUARY 9, 2024

Annaly buys mortgages that are pooled into bond-like securities, often called something like a collateralized mortgage obligation (CMO). That's a much better record for investors trying to live off of the income their portfolios generate. Image source: Getty Images. Realty Income buys physical properties that it leases out to others.

Capital 245

Capital Collateral Pension Funds Debt 245

The Motley Fool

JANUARY 10, 2024

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. And, if you do, it would probably be easier to just outsource the investment task to a mutual fund instead of trying to piece together a portfolio with companies like AGNC Investment.

Mutual Funds 243

Mutual Funds Investing Collateral Pension Funds 243

The Motley Fool

SEPTEMBER 9, 2024

While it would be wise for investors to maintain the bulk of exposure to established cryptocurrencies like Bitcoin and Ethereum (CRYPTO: ETH) , these three projects offer compelling reasons to consider adding potentially small allocations to portfolios. Image source: Getty Images. Consider when Nvidia made this list on April 15, 2005.

Collateral 245

Collateral Finance Financing Assets 245

The Motley Fool

NOVEMBER 18, 2023

It buys pools of mortgages that have been brought together into bond-like securities, often called something along the lines of collateralized mortgage obligations (CMOs). In some ways, Annaly is more like a portfolio manager overseeing a giant portfolio of mortgages than an operating company. Image source: Getty Images.

Capital 242

Capital Collateral Pension Funds Assets 242

The Motley Fool

JANUARY 30, 2024

Dividends and interest could produce more income -- a portfolio worth $400,000, for example, with an overall 3% dividend yield will generate $12,000 in income annually. Other possible income streams include a reverse mortgage , where you receive a lump sum or regular income from a lender -- using your home as collateral.

Collateral 246

Collateral Portfolios Funds Investing 246

The Motley Fool

MAY 27, 2024

Did you know Warren Buffett has a "secret" portfolio? Although Warren Buffett doesn't oversee NEAM's investments in the same way he manages Berkshire Hathaway's $380 billion portfolio, the 90 securities held in NEAM's portfolio are, ultimately, owned by Berkshire Hathaway. Berkshire Hathaway CEO Warren Buffett.

Portfolios 130

Portfolios Liabilities Banks Exchange-Traded Funds 130

The Motley Fool

SEPTEMBER 15, 2024

That will further reduce its total assets, and reduce its financial flexibility to borrow money at an attractive interest rate, as it will have less collateral. So, at least in the near term, expect it to sell off more of its equity investments to make up for its losses, as it has been doing over the last few years.

Collateral 246

Collateral Debt Amortization Depreciation 246

The Motley Fool

SEPTEMBER 17, 2024

By enabling Bitcoin to be used as collateral or for other DeFi purposes, its value can be further unlocked, potentially leading to big gains in the crypto's price. This enables new use cases like lending Bitcoin to earn interest, borrowing against Bitcoin holdings, and even participating in yield farming, or lending crypto to earn a return.

Collateral 238

Collateral Leveraging Assets Finance 238

The Motley Fool

JULY 16, 2023

But what if you had a $400,000 portfolio of stocks, many of which paid dividends, and the overall average yield on the portfolio was 3%? A reverse mortgage A reverse mortgage involves receiving a lump sum or regular income from a lender via a loan, with your home as collateral.

Exchange-Traded Funds 233

Exchange-Traded Funds Collateral Taxes Accounting 233

The Motley Fool

JULY 10, 2023

The firm called Icahn Enterprises "substantially overvalued," saying the company overstated the value of its portfolio and relies on a "Ponzi-like" structure to fund operations. Hindenburg was also critical of Icahn's habit of pledging his company's shares as collateral for his personal margin loans.

Collateral 130

Collateral Public Companies Banks Assets 130

The Motley Fool

FEBRUARY 26, 2024

If you can amass a $400,000 portfolio with an overall average dividend yield of 3%, you're setting yourself up to collect $12,000 annually, in very passive income. It involves receiving a lump sum or regular income from a lender via a loan with your home as collateral. between 1973 and 2022, while non-payers averaged 4%.

Collateral 246

Collateral Accounting Funds Portfolios 246

The Motley Fool

SEPTEMBER 27, 2023

Once on the brink of bankruptcy , a debt restructuring plan temporarily reduced its interest costs as Carvana offered assets up for collateral in exchange for debt relief. Carvana Carvana (NYSE: CVNA) is up an astounding 730% year to date. This buys Carvana two years to build the used car retailer into a sustainable business.

Initial Public Offering 246

Initial Public Offering Collateral Debt Leveraging 246

Private Equity Insights

FEBRUARY 22, 2024

Venture lending, targeting early-stage companies, often in the technology sector, offers high growth potential but carries higher risk due to the unproven nature of these businesses and the lack of solid collateral.

Debt 244

Debt Assets Due Diligence Banks 244

The Motley Fool

JULY 14, 2023

It's called a portfolio line of credit, also known as a margin loan. Many of the top stock brokers offer this, provided you meet their portfolio value requirements. Your investments serve as collateral A portfolio line of credit is backed by the investments in your account. Here's what you can expect when you get one.

Collateral 130

Collateral Investing Accounting Portfolios 130

The Motley Fool

DECEMBER 7, 2023

My investment goal is to generate a reliable and growing stream of income from a portfolio of stocks. A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). There are more moving parts here than I care to track.

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

APRIL 24, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Now turning to servicing, the portfolio hit $1.1 On a year-over-year basis, the portfolio is up 33%. How does Pyro help us?

Leveraging 246

Leveraging Amortization Bidding Collateral 246

The Motley Fool

NOVEMBER 10, 2023

EPR owns physical properties, while AGNC invests in mortgages that have been pooled into bond-like investments often called collateralized mortgage obligations (CMOs), or something similar. Leverage, meanwhile, plays an important role for mortgage REITs, with the portfolio of CMOs often acting as collateral. times today.

Collateral 130

Collateral Leveraging Assets Portfolios 130

The Motley Fool

JUNE 23, 2023

Unlike property-owning REITs, which have fairly simple business models (buy property, lease it), mREITs own portfolios of mortgages. Generally, this comes in the form of mortgages that have been pooled together into bond-like securities called collateralized mortgage obligations (CMOs), or something similar.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Motley Fool

FEBRUARY 21, 2024

Rather, it buys mortgages that have been pooled into bond-like securities, sometimes called collateralized mortgage obligations or something similar. Mortgage REITs usually use leverage in an effort to enhance returns, with the mortgage securities they own acting as collateral. The stock price has followed the dividend down.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

SEPTEMBER 7, 2024

In an administrative proceeding, the SEC announced charges that Carl Icahn pledged securities as collateral to secure personal loans and failed to file a Schedule 13D to describe changes to those loan agreements. However, Icahn failed to disclose these agreements as required by its annual report until 2022.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Collateral Shareholders Assets 130

The Motley Fool

DECEMBER 21, 2023

Technically, mortgage REITs like Annaly usually buy bond-like securities that represent a pooled collection of mortgages, often called something like a collateralized mortgage obligation (CMO). The portfolio of mortgages is often used as collateral for that leverage, which can be a problem if CMO values fall dramatically.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Big Picture

JUNE 13, 2024

Barry adds: Two things to add to this discussion: It’s yet another reminder that investors must always be on guard for nonsensical claims from partisans who have zero concern for your portfolio. They are playing a different game, and you are collateral damage.

Collateral 122

Collateral Best Practices Portfolios Investors 122

The Motley Fool

AUGUST 1, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The recurring interest and dividend income continues to increase as each maturing bond in our portfolio is replaced with a higher coupon security.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

The Motley Fool

SEPTEMBER 3, 2023

economy grows, so do the loan portfolios of our nation's banks. A C&I loan is traditionally short-term, backed by collateral, and used by businesses for working capital, acquisitions, or to fund major projects. Every week, the Federal Reserve Board of Governors releases data on U.S. As the U.S.

Banks 264

Banks Collateral Consulting Consultants 264

Private Equity Insights

JULY 6, 2023

Beach Point’s second Collateralized Loan Obligation (CLO). Beach Point Portfolio Manager and head of High Yield and Leveraged Loan strategies Sinjin Bowron said, “We were very pleased with the strong interest in the firm from investors and are excited about the opportunities ahead for our growing CLO platform.

Collateral 130

Collateral Startups Leveraging Active Investors 130

Private Equity Wire

JULY 3, 2024

According to a press statement, NAV strategic financing “capitalises on the growth of the private equity fund finance market to provide non-dilutive strategic capital solutions to private equity GPs and funds” and “provides flexible financing including senior loans and preferred equity against concentrated collateral portfolios or (..)

Private Equity Firms 98

Private Equity Firms Private Equity Firms Collateral Buyout 98

The Motley Fool

OCTOBER 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We also maintain a well-diversified, high-quality portfolio and disciplined approach to asset liability management. Turning to Slide 7.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

JULY 31, 2024

Long-tail potential Investors frequently overreact to discouraging news, and to me it feels like The Trade Desk's stock -- which has dipped in recent days -- is suffering collateral damage from the YouTube numbers. By the way, these numbers aren't bad at all. Sure, they're down from the previous quarter, but so what?

Collateral 130

Collateral Returns Investors Portfolios 130

The Motley Fool

OCTOBER 1, 2024

The company also agreed to have these notes secured by a 49% stake in New Fortress' Brazil operations, giving creditors more collateral than they had prior. Then today, the company priced a public offering of its shares, selling 46.3 million shares at $8.63, raising another $400 million. Of note, chairman and CEO Wesley R. Edens purchased 5.8

Collateral 100

Collateral Amortization Leveraging Debt 100

The Motley Fool

APRIL 24, 2024

Here's what you need to know before you end up adding a serial dividend cutter to your portfolio and pass up a historically high yield from a reliable dividend grower. If you are trying to live off the income your portfolio generates, suffering through multiple dividend cuts is kind of counterproductive. dividend yield attractive.

Collateral 130

Collateral Pension Funds Capital Assets 130

The Motley Fool

APRIL 20, 2024

Let's look at two popular BDCs, Hercules Capital (NYSE: HTGC) and PennantPark Investment (NYSE: PNNT) , to see which is better for your portfolio. Nearly 89% of its debt investments are first lien, senior secured (meaning no other obligation has priority if there is a default, and the loan is backed by collateral). at cost and 3.4%

Capital 130

Capital Initial Public Offering Collateral Debt 130

Private Equity Insights

NOVEMBER 2, 2023

It has been buying loans at a discount from other private credit funds as well as loans from collateralized loan obligations, which repackage them and sell them as bonds. Founded in 1998, Charlesbank was spun out of Harvard Private Capital Group, which managed an investment portfolio for the Harvard University endowment.

Funds 130

Funds Private Equity Firms Private Equity Firms Collateral 130

The Motley Fool

AUGUST 4, 2023

Last month, Icahn restructured his debt in an effort to cut loans tied to the trading price of Icahn Enterprise shares, a response to Hindenburg criticism over the number of shares Icahn has pledged as collateral for loans. The dividend cut addresses another Hindenburg complaint. But Hindenburg is not backing down.

Collateral 130

Collateral Debt Returns Funds 130