The Motley Fool

OCTOBER 12, 2024

As a result, billionaire fund managers appear to be selling off their positions in Ethereum, signaling that a recovery may not be happening anytime soon. And there just doesn't seem to be a lot of robust buying from billionaire fund managers. So if billionaires are deciding to sell this popular cryptocurrency, should you?

Investment Horizon 243

Investment Horizon Assets Funds Investors 243

The Motley Fool

OCTOBER 24, 2024

A powerful automotive alliance Toyota Motor Corporation (NYSE: TM) just poured another $500 million into Joby Aviation, bringing its total investment to $894 million. The Japanese auto giant will own over 20% of Joby once the second part of this investment tranche is funded in 2025. Image source: Joby Aviation.

Investment Horizon 246

Investment Horizon Stakes Investment Banks Investment Banking 246

The Motley Fool

DECEMBER 31, 2023

Whatever the S&P 500 does in 2024, though, investing in the index via exchange-traded funds (ETFs) and mutual funds will almost certainly be a winning strategy over the long term. The longer your investing horizon, the bigger the bang you'll likely enjoy.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

JULY 29, 2023

You need a good exchange-traded fund (ETF) and time -- 20 years makes for a nice, long runway to let your investment do its work. But with a 20 year investing horizon, you can consider a growth-oriented ETF as growth funds have historically outperformed value funds and large-caps over longer periods.

Exchange-Traded Funds 246

Exchange-Traded Funds Investment Horizon Funds Portfolios 246

The Motley Fool

MAY 15, 2024

Speaking to this fact, the fund family has grown to around $7.5 trillion in assets under management across its mutual fund and exchange-traded fund (ETF) offerings. This Vanguard fund offers a compelling mix of safety and growth VTI is designed to offer investors broad exposure to the entire U.S.

Stock Market 130

Stock Market Stock Market Funds Mutual Funds 130

Private Equity Wire

FEBRUARY 19, 2025

New research by private equity placement agent MCAM Group reveals that 42% of private equity firms now have continuation funds, a mark of a growing trend that reflects the industrys shift away from the traditional 5-7 year buy-and-sell cycle. of the $4.2tn in assets under management (AUM) held by these firms.

Private Equity Firms 45

Private Equity Firms Private Equity Firms Funds Investment Horizon 45

Private Equity Wire

MARCH 5, 2025

CVC has held the final close of CVC Strategic Opportunities III with total commitments of 4.61bn, matching the size of its predecessor fund, CVC Strategic Opportunities II, and significantly increasing the number of investors committed to the strategy.

Investment Horizon 45

Investment Horizon Funds Capital Portfolios 45

Private Equity Wire

MAY 13, 2024

Patron Capital, a pan-European investor focused on property-backed investments, has closed its seventh flagship fund, raising in excess of €860m, including more than €200m of Patron discretionary co-investment capital for larger opportunities. gross equity multiple on invested capital over a four-to-five-year investment horizon.

Capital 97

Capital Pension Funds Investment Horizon Funds 97

The Motley Fool

SEPTEMBER 8, 2024

This float provides Berkshire with investable funds that it can deploy regardless of what markets are doing. It's a huge plus to have what Buffett calls "permanent capital" -- that is, a pool of money that is always available to put into new investments, especially when valuations crash and outside capital dries up.

Investment Horizon 246

Investment Horizon Shareholders Stakes Capital 246

The Motley Fool

APRIL 29, 2024

But for older investors who are looking for passive income and don't plan to reinvest their dividends, REITs might offer higher yields than fixed-income investments like CDs and bonds. Therefore, the choice between REITs and other dividend stocks depends on your own risk tolerance and investment horizon.

Investing 246

Investing Investment Horizon Taxes Banks 246

The Motley Fool

JANUARY 11, 2024

Cathie Wood's exchange-traded funds can help An exchange-traded fund (ETF) can give investors exposure to an entire sector of the stock market, neatly packaged into a single security. Ark's funds are actively managed, so Wood and her expert team regularly buy and sell stocks, aiming to give investors the best possible outcomes.

Exchange-Traded Funds 239

Exchange-Traded Funds Investing Investment Horizon Stakes 239

The Motley Fool

MAY 24, 2024

As homeowners tend to repair and remodel properties before and after sales or use financing to fund these projects, a slowdown in home sales will hit Home Depot. For these reasons and others, it certainly seems reasonable for investors with multi-decade investing horizons to consider wading into utility York Water and its 2.2%

Investment Horizon 238

Investment Horizon Amortization Depreciation Earnings Before Interest 238

The Motley Fool

JULY 27, 2024

As the largest competitor, Shopify has more investable funds than the competition. This investment will take patience to pay off, and the upfront premium is hard to stomach. Just make sure your investment horizon is long enough to stomach the volatility. Should you invest $1,000 in Shopify right now?

Leveraging 246

Leveraging Investment Horizon Portfolios Returns 246

The Motley Fool

AUGUST 21, 2024

The strategy here would be to increase your weekly or monthly purchases of this exchange-traded fund. 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

JUNE 28, 2024

Adjusted funds from operations , which are a more accurate metric to gauge a REIT's profitability, came in at $63 million, just a hair down from one year ago, but up 17% from two years ago. The company made waves last year when it decided to sell its logistics business.

Legal 244

Legal Financial Institutions Investment Horizon Management Fees 244

The Motley Fool

SEPTEMBER 26, 2023

Meanwhile, the remaining three inputs are financial and include The Conference Board's proprietary Leading Credit Index, the S&P 500 index of stock prices, and the interest rate spread between 10-year Treasury bonds less the federal funds rate. Image source: Getty Images.

Investment Horizon 246

Investment Horizon Stock Market Stock Market Investors 246

The Motley Fool

JANUARY 17, 2024

If your investment horizon is longer than a few months, bank stocks have historically treated you well. The Federal Reserve has increased its federal funds target rate by 525 basis points since March 2022, representing the steepest rate-hiking cycle in over 40 years. However, perspective is a powerful tool for investors.

Banks 246

Banks Investment Horizon Accounting Investors 246

The Motley Fool

MARCH 19, 2025

And you don't even have to be a fantastic stock-picker; you can instead invest in an exchange-traded fund (ETF). Where to invest $1,000 right now? Since its inception in September 2010, this fund has delivered an average annual return of 16.59% (as of Feb. The average expense ratio of similar funds is 0.94%.

Exchange-Traded Funds 130

Exchange-Traded Funds Investment Horizon Prospects Funds 130

The Motley Fool

AUGUST 30, 2024

Saving that much money is no easy task, but it is possible -- if you've got a long investment horizon and significant cash to set aside each month. But if you're determined to save that much, you can do so by investing in a low-cost index fund that tracks the S&P 500. million for retirement. Here's how to do it.

Portfolios 130

Portfolios Investment Horizon Taxes Accounting 130

The Motley Fool

SEPTEMBER 5, 2024

I've got at least a couple of decades left of working, so I have time to let my investments ride out volatile times and continue growing. If you have a similar investment horizon, you should strongly consider buying stocks rather than putting your money into a CD. The historic annual rate of return for the S&P 500 is 10.2%.

Debt 130

Debt Investment Horizon Finance Financing 130

The Motley Fool

SEPTEMBER 21, 2024

For most fans of exchange-traded funds (ETFs), the iShares Russell 1000 Growth ETF (NYSEMKT: IWF) isn't exactly in the middle of their investment radars. The $90 billion fund just isn't as popular as options like the SPDR S&P 500 ETF or the Invesco QQQ Trust. This little fund packs a big performance punch.

Exchange-Traded Funds 130

Exchange-Traded Funds Investment Horizon Funds Prospects 130

The Motley Fool

JULY 8, 2024

This makes savings account a great home for your emergency fund and short-term savings. If you're trying to decide where to keep long-term savings, investing could be a better choice than a long-term CD. A lot depends on your risk tolerance and investment horizons, though.

Investment Horizon 130

Investment Horizon Banks Accounting Funds 130

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

JULY 1, 2024

Savings account rates fluctuate depending on the federal funds rate and will likely start coming down once the Federal Reserve cuts interest rates (which is expected to happen as soon as later this year). Yes, it's riskier to invest in the stock market than in a savings account or CD.

Banks 130

Banks Investment Horizon Accounting Stock Market 130

The Motley Fool

JUNE 26, 2024

They are in it for the long-term While you may have the option to withdraw money or take out a loan from your 401(k), doing so can hinder your chances of building a million-dollar retirement fund. 401(k) millionaires understand the importance of maintaining a long-term investment horizon, especially for retirement savings.

Investment Horizon 130

Investment Horizon Taxes Accounting Stock Market 130

The Motley Fool

MARCH 14, 2024

And the best way to do this is through buying an index fund such as the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). These funds reflect the structure of the S&P 500, holding the same stocks at the same percentages. So, if the S&P 500 index climbs 5%, for example, the index fund will follow.

Investment Horizon 130

Investment Horizon Prospects Funds Returns 130

The Motley Fool

AUGUST 29, 2024

Her flagship fund, the ARK Innovation ETF (NYSEMKT: ARKK) , is known for its volatility and relatively high expense ratio of 0.75%. Despite Wood's reputation as a skilled stock picker, the fund has severely underperformed the S&P 500 over the past five years (see graph below). Should you invest $1,000 in Roblox right now?

Investors 130

Investors Investment Horizon Portfolios Returns 130

The Motley Fool

APRIL 18, 2024

A savings account we call an emergency fund gives us the padding we need to survive big bills. For those of us with cash to invest, putting money in a CD comes at a high opportunity cost. Long investment horizons Some of my Gen Z friends have low or zero debt. A high-yield savings account is the more forgiving option.

Education 130

Education Investing Debt Banks 130

The Motley Fool

JULY 21, 2024

Most notable this year was the approval by the Securities and Exchange Commission (SEC) of spot Bitcoin exchange-traded funds (ETFs). 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

DECEMBER 12, 2023

On the launching side of the equation, Rocket Lab competes more directly with Virgin Galactic , Astra Space , SpaceX, and Blue Origin -- the operation funded by Amazon founder Jeff Bezos. Should you invest in Rocket Lab? As of the time of this writing, Rocket Lab stock was trading 50% below its IPO levels.

Investment Horizon 130

Investment Horizon Venture Capital Stakes Capital 130

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. Currently, the company has $132 million in cash and equivalents on hand, or a little over six quarters' worth.

Investment Horizon 130

Investment Horizon Shareholders Capital Returns 130

The Motley Fool

AUGUST 11, 2023

Meanwhile, the company reported adjusted funds from operations (FFO) of $2.26 So long as this situation remains, marijuana companies will find the sale/leaseback deals that Innovative Industrial offers particularly attractive as a means to fund their growth initiatives. Image source: Getty Images.

Initial Public Offering 130

Initial Public Offering Legal Investment Horizon Finance 130

The Motley Fool

JULY 6, 2023

The company doesn't fund most of the loans it processes. The macro environment made the risk and cost of funding loans higher for Upstart's institutional partners and induced fewer people to apply for loans overall, factors which will continue to pose challenges for this business in the near term.

Investing 130

Investing Investment Horizon Banks Funds 130

The Motley Fool

MARCH 2, 2024

While it looks fully priced today, it's not a bad thing to pay a fair price for a well-run company if you have a long investment horizon. Should you invest $1,000 in Prologis right now? The Motley Fool has positions in and recommends Prologis and Vanguard Specialized Funds-Vanguard Real Estate ETF.

Investment Horizon 130

Investment Horizon Portfolios Investors Returns 130

BlueMind

SEPTEMBER 11, 2022

The following are some general financial investments to include when measuring a portfolio size. Time Horizon Time horizon is the time period someone holds on to an investment until they finally have the need to cash it. Medium-term Investment Horizon This investment would be expected to be held for three to ten years.

Investment Horizon 98

Investment Horizon Exchange-Traded Funds Liabilities Assets 98

The Motley Fool

NOVEMBER 23, 2024

That company is also well capitalized, thanks to recent funding from Toyota. Joby's growth story is still early and will take years to play out, making the stock best suited for aggressive investors with a long investment horizon. Should you invest $1,000 in Joby Aviation right now?

Investment Horizon 130

Investment Horizon Investment Banks Investment Banking Banks 130

The Motley Fool

JULY 30, 2024

But it can also return to previous investors like Ford, Amazon, and Volkswagen for additional funding. Just know that Rivian's early-stage journey makes it unsuitable for short-term investing horizons. That turned out to be the best investment strategy for Tesla, and the situation may prove similar for Rivian.

Investment Horizon 130

Investment Horizon Capital Finance Financing 130