The Motley Fool

APRIL 1, 2025

Alternative AUM will keep rising Investors have steadily increased their allocations to alternative investments over the years because they can lower volatility, enhance returns, and provide broader portfolio diversification. For years, institutional investors like pension funds and insurance companies have driven growth in alternatives.

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The Motley Fool

APRIL 27, 2024

The exchange-traded fund (ETF) offers a high dividend yield and upside potential with lower volatility. They vary from month to month based on the income the ETF generates: JEPQ Dividend data by YCharts The actively managed fund charges investors a fairly reasonable ETF expense ratio of 0.35%. of its net assets Apple : 5.7%

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The Motley Fool

APRIL 16, 2024

An exchange-traded fund (ETF) offers a solution to both of those problems. You'll still be susceptible to downturns but not nearly as much as you would be with just a few individual growth stocks in your portfolio. Pick the wrong ETF, though, and you could end up seeing your returns eaten away by high fees, excess turnover, or both.

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The Motley Fool

JULY 28, 2024

This ETF is spectacular One of the best ways to invest in the capital markets is through exchange-traded funds (ETFs). The fund currently holds 26 positions in different chip stocks. When you own individual stocks, it's generally a good idea to dial into earnings calls and listen to management's commentary about the business.

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The Motley Fool

JUNE 13, 2024

That's particularly true in the exchange-traded fund (ETF) universe, where many of these pooled investment products are designed to offer niche exposures. That's even true with dividend ETFs like the SPDR Portfolio S&P 500 High Dividend ETF (NYSEMKT: SPYD) , the Schwab U.S. The management fee is a very low 0.07%.

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The Motley Fool

SEPTEMBER 28, 2023

So it's no surprise that investors are scooping up these mining stocks as a way to pump up their portfolio returns. But there might be a better way to get access to the Bitcoin mining sector, and that's through an exchange-traded fund (ETF). But what's most interesting is what else the fund holds. For example, it holds a 10.5%

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The Motley Fool

SEPTEMBER 13, 2024

How do you build a diversified stock portfolio without any market experience? A broad market-tracking index fund gives you a huge shot of instant diversification, and then you can build on that rock-solid base by adding single stocks later. Index funds are a special case. And the target index can be very large.

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The Motley Fool

AUGUST 18, 2024

It asked younger multimillionaires from 21 to 43 and multimillionaires from 44 and up about their own portfolios and the greatest investing opportunities. Stocks are also the biggest asset in multimillionaires' portfolios, on average. There are emerging market funds for investors who want to make this part of their portfolio.

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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. That's clear from looking at a couple of the fund's top holdings.

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The Motley Fool

JUNE 26, 2024

The exchange-traded fund (ETF) tracks the MSCI U.S. This means that the management fees on that $10,000 investment would be only $10. A top-heavy portfolio The Vanguard ETF is heavily weighted in its top three holdings, all of which look poised to be among the biggest long-term beneficiaries of AI. of its portfolio.

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The Motley Fool

JULY 8, 2024

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. The beauty of ETFs is that they make investing in a diverse portfolio of stocks straightforward and accessible.

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The Motley Fool

AUGUST 12, 2024

It also makes up 14% of their portfolios, on average. Among this group, crypto makes up 1% of their portfolios. If you decide to invest in it, only spend what you can afford to lose, and don't put more than 5% to 10% of your portfolio in it. There can also be hefty fees involved. Many index funds charge less than 0.1%.

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The Motley Fool

APRIL 20, 2024

Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. A new exchange-traded fund (ETF) called the Destiny Tech100 (NYSE: DXYZ) could represent a unique chance for retail investors to mimic the activity of venture capitalists. What's in the fund?

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The Motley Fool

MAY 29, 2024

If you're really lucky, you could have the temperament to build and maintain a balanced and diversified portfolio, getting the best of both worlds. There's nothing wrong with dipping your first toe in Wall Street's waters through a low-cost exchange-traded fund (ETF). What's an exchange-traded fund?

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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 can help you diversify your portfolio and reduce your risk in a low-cost manner. Some of the fund's top holdings include Tesla , Roku , Exact Sciences , and Shopify.

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The Motley Fool

AUGUST 20, 2024

Instead of picking and choosing individual stocks -- perfectly valid if done judiciously -- you could opt for an exchange-traded fund (ETF). Now, this has to do with the methodology of how VanEck chooses to invest its funds, or rather, the methodology of the index that the ETF is designed to track. But where to put, say, $1,000?

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The Motley Fool

OCTOBER 22, 2023

Keeping with this theme, the Oracle of Omaha has repeatedly advised investors to consider passively managed index funds with low management fees and that track a broad range of fundamentally sound businesses. And Buffett has indeed followed his own advice in the construction of his holding company's stock portfolio.

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The Motley Fool

AUGUST 25, 2024

While it is relatively new, one workaround could be to buy shares in a spot exchange-traded fund ( ETF ). Given each of these funds track the price of Bitcoin, it's not surprising to see that all of them have essentially returned roughly 27% so far this year. Image source: Getty Images. ARKB data by YCharts.

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The Motley Fool

JUNE 20, 2024

A far better option would be to take a broad-based approach via an exchange traded fund (ETF) like the Global X Robotics & Artificial Intelligence ETF. And the portfolio is rebalanced on a regular basis, taking profits from the big winners and allocating that cash to other stocks in the portfolio. billion in assets.

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The Motley Fool

NOVEMBER 8, 2024

Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified. Main Street defines ROE as the net increase in net assets resulting from operations divided by the average quarterly total net assets.

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Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

DECEMBER 14, 2023

Her appeal centers around the theme-based investing strategy of ARK Invest's family of exchange-traded funds (ETFs). Namely, these funds aim to invest in companies developing disruptive technologies across a wide variety of industries, such as information technology, transportation, and human medicine, to name a few.

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The Motley Fool

DECEMBER 15, 2024

100 invested in an S&P 500 index fund back then would be worth about $362 today. But the resulting Vanguard fund position would be worth $26,540 by now. By making the same investment every month, regardless of the stock or fund price and other variables, you get more shares when they're cheap and fewer when they're expensive.

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The Motley Fool

JANUARY 16, 2025

It was on track to grow its adjusted funds from operations ( FFO ) by 4.8% That solid growth rate comes amid the challenges of higher interest rates, which have increased the REIT's cost of capital , making it more expensive to externally fund new acquisitions by issuing more stock and debt. times its adjusted FFO.

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The Motley Fool

JANUARY 16, 2024

Let's say you invested $1,000 in an index fund tracking the S&P 500 (SNPINDEX: ^GSPC) index 5 years ago. The SPDR S&P 500 ETF (NYSEMKT: SPY) is one popular option with minimal management fees and a stellar history of reflecting its chosen index. A $1,000 Bitcoin investment on Jan. Should you invest $1,000 in Bitcoin right now?

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Private Equity Insights

FEBRUARY 23, 2024

Secondaries market giant Coller Capital has launched its Coller Secondaries Private Equity Opportunities Fund (C-SPEF), a tender offer fund aimed at high-net-worth investors. The fund does not charge a performance fee and waives its management fee for the first year.

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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. The company initially used the funds to repay its credit facility. Meanwhile, it won't need to issue more equity to fund its growth until 2027.

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Amortization Depreciation Earnings Before Interest Management Fees 245

The Motley Fool

FEBRUARY 28, 2025

Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified. Main Street defines ROE as the net increase in net assets resulting from operations divided by the average quarterly total net assets. for the quarter.

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The Motley Fool

MARCH 17, 2024

The Vanguard S&P 500 ETF (NYSEMKT: VOO) is a top choice for most index fund investors. Last year, the exchange-traded fund produced a total return of 26.3%. The S&P 500 remixed When you buy a standard S&P 500 index fund, you get exposure to every company in the index. Actively managed funds aren't for everyone.

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The Motley Fool

DECEMBER 3, 2024

Instead, you can pick up shares of an exchange-traded fund (ETF) that will do the job for you. A great, low-cost example is the Vanguard S&P 500 ETF (NYSEMKT: VOO) , a fund that tracks the performance of the benchmark. These funds make easy investments for you for two reasons. Image source: Getty Images.

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The Motley Fool

DECEMBER 11, 2023

The deal will provide Digital Realty with funding to accelerate its development plans while enabling Blackstone to invest more investor capital in one of its highest conviction themes. Teaming up to build more data center capacity Digital Realty is forming a joint venture (JV) with several funds managed by Blackstone.

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The Motley Fool

APRIL 25, 2024

Many will suggest you buy into an index fund. These investment vehicles, usually marketed as exchange-traded funds (ETFs), often track an index, which is a collection of stocks with some criteria in common. Two reasons to buy this index fund today When it comes to index funds , Vanguard is king.

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The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Interval funds are illiquid. They're called "interval" funds for a reason. See the 10 stocks 2.

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The Motley Fool

AUGUST 6, 2024

Just pick a broad market-tracking index fund with low fees, open a brokerage account, and you're good to go. There are lots of exchange-traded funds (ETFs) available to manage your first investment. So I suggest starting out with one of the simplest, most popular, and least fee-burdened of all index funds.

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The Motley Fool

SEPTEMBER 8, 2024

Investors appear to be increasingly interested in exchange-traded funds (ETFs) , or even individual stocks. Traditional mutual funds like the ones its investment company Franklin Templeton mostly manages appear to be falling out of favor. Franklin does manage some ETFs as well, but that's not the bulk of its business.)

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The Motley Fool

MARCH 5, 2024

Exchange-traded funds (ETFs) have become increasingly sophisticated and less expensive. Find pockets of growth no matter where they hide Daniel Foelber (Vanguard Growth ETF ): Vanguard's premier growth fund is a beautifully simple yet effective way to invest in the broader market -- for a mere 0.04% expense ratio. compared to 6.3%

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The Motley Fool

JUNE 5, 2024

The bigger picture is that with a series of rate cuts looming within the next 12 months, investors should be considering how to position their portfolios ahead of this event. Based on this theme, one strategy to consider is buying high-yield equities or an exchange-traded fund (ETF). Image source: Getty Images.

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The Motley Fool

JANUARY 30, 2024

A lot has been made of the slew of new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) that came to the market earlier this month. There may be some hidden opportunities for some companies to make money off these new funds despite not being front and center when it comes to issuing and marketing these ETFs.

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