The Motley Fool

SEPTEMBER 29, 2024

Yes, times have changed There was a time when mutual funds' and brokerage firms' marketing materials touted how there'd never been a 10-year period since The Great Depression that the market had lost ground. An investing time frame of five years, or even ten years, may simply not sufficient.

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Stock Market Stock Market Mutual Funds Prospects 246

The Motley Fool

DECEMBER 31, 2023

JPMorgan Chase 's Marko Kolanovic and Dubravko Lakos-Bujas are notably bearish about the stock market's prospects in 2024. 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.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

MAY 24, 2024

Veeva Systems It's often a smart move to buy into a strong performer when it hits a slump -- as long as its growth prospects remain solid. It's an exchange-traded fund (ETF) -- which is very much like a mutual fund but which trades like a stock, allowing you to buy one or many shares through your brokerage account.

Mutual Funds 242

Mutual Funds Exchange-Traded Funds Prospects Shareholders 242

The Motley Fool

AUGUST 16, 2023

Want to know one of the great things about investing in an S&P 500 index fund? For one thing, exchange-traded funds (ETFs) and mutual funds that track the S&P 500 index must scoop up shares. The company's growth prospects aren't exciting enough to buy shares, either.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Prospects Funds 246

The Motley Fool

OCTOBER 22, 2024

Past performance is not always the best indicator of a stock's prospects. The risk is that it's uncertain when the housing market will bounce back, but the Federal Reserve's recent move to cut the federal funds rate by 50 basis points (0.5 Stocks that have fallen sharply in 2024 could be next year's big winners.

Initial Public Offering 244

Initial Public Offering Mutual Funds Prospects Funds 244

The Motley Fool

SEPTEMBER 11, 2024

stocks and there is an enormous amount of investor money tied to the index because so many exchange-traded funds (ETFs) and mutual funds track/mimic its performance. The reason is quite simple: S&P 500 index fund managers must now all buy the stock, which raises interest and helps push the stock price higher.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Prospects Returns 246

The Motley Fool

JUNE 4, 2024

The stock split could also set the stage for Nvidia to be added to the Dow Jones Industrial Average , a move that would spur mutual funds and exchange-traded funds (ETFs) that track the index to buy the stock. The best approach for investors, though, is to focus on the long-term prospects for these companies.

Mutual Funds 189

Mutual Funds Exchange-Traded Funds Prospects Funds 189

The Motley Fool

JULY 27, 2024

Or, in the case of, say, a mutual fund, it might sell shares in order to generate some cash with which to cover withdrawals from the fund. It's generally best to stick to high-quality companies -- ones with robust balance sheets, sustainable competitive advantages , and great growth prospects.

Banks 211

Banks Mutual Funds Stakes Prospects 211

The Motley Fool

JUNE 26, 2024

As a result, all mutual funds and exchange-traded funds (ETFs) that track the S&P 500 had to buy shares of Super Micro. However, Super Micro's forward earnings multiple around 26 isn't too steep considering the company's growth prospects over the next few years.

Mutual Funds 180

Mutual Funds Exchange-Traded Funds Prospects Funds 180

The Motley Fool

DECEMBER 20, 2023

In essence, the prospects of robotics represent a case for Tesla to move beyond cars as the company seeks additional revenue streams. One of Tesla's longest-tenured investors is a mutual fund manager named Ron Baron. Image source: Getty Images 2.

Mutual Funds 241

Mutual Funds Leveraging Prospects Investors 241

The Motley Fool

JANUARY 15, 2024

While Tesla has garnered its share of institutional support from the likes of Wood and mutual fund manager Ron Baron, the company is also a favorite among retail investors. I think this is a good indication that investors are broadly more bullish on Tesla's prospects relative to other megacap tech companies.

Initial Public Offering 246

Initial Public Offering Mutual Funds Prospects Shareholders 246

The Motley Fool

AUGUST 17, 2024

Exchange-traded funds or ETFs (which are bought and sold just like individual stocks) can meet retirees' needs and make investing simpler. The fund's most recent quarterly payment of $1.02 The fund's top holdings right now include digital communications tech name Broadcom , JPMorgan Chase , ExxonMobil , and Procter & Gamble.

Mutual Funds 189

Mutual Funds Exchange-Traded Funds Capital Prospects 189

The Motley Fool

APRIL 6, 2024

You might need to look elsewhere for dividend yield Index funds play a major role in most people's investment plans, even investors who maintain an active strategy with a portion of their holdings. Index funds aren't generating as much dividend income as they used to. Image source: Getty Images.

Portfolios 130

Portfolios Funds Mutual Funds Prospects 130

The Motley Fool

AUGUST 30, 2023

Nowhere is this more alarmingly evident than in the regularly updated looks at the performances of mutual funds that Standard & Poor's makes available to U.S. Simply put, given enough time, most equity mutual funds ( actively managed or passively managed) underperform the market's primary benchmark -- the S&P 500 (SNPINDEX: ^GSPC).

Mutual Funds 130

Mutual Funds Prospects Funds Stock Market 130

The Motley Fool

APRIL 17, 2024

He has followed Warren Buffett for decades, managed a hedge fund , and written various newsletters and emails for investors, often focused on value investing. One of the virtues of broad-market index funds is that indexes such as the S&P 500 tend to outperform non-index mutual funds. Berkshire Hathaway 1.7% Broadcom 1.4%

Mutual Funds 130

Mutual Funds Hedge Funds Prospects Funds 130

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2024

By Bryce Sanders If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. How it works Suppose a prospect came to you and said, “I sold my house, and I need income. They then may pick none, meaning there is no sale.

Mutual Funds 105

Mutual Funds Prospects Banks Funds 105

The Motley Fool

DECEMBER 31, 2023

Meanwhile, it's using its financial strength to make acquisitions to bolster its growth prospects. It currently sees a trio of organic drivers (inflation-linked rate increases, margin expansion, and development projects) fueling 7% to 12% annual growth in its funds from operations ( FFO ) per share through 2028. yielding dividend.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

JANUARY 3, 2024

The Vanguard S&P 500 ETF (NYSEMKT: VOO) is an exchange-traded fund built to mimic the S&P 500 , an index of 500 of the largest publicly traded companies in the U.S. Warren Buffett famously won a million-dollar bet with a hedge fund manager that an S&P 500 index fund would beat a basket of actively managed mutual funds over 10 years.

Initial Public Offering 186

Initial Public Offering Mutual Funds Exchange-Traded Funds Hedge Funds 186

The Motley Fool

JANUARY 17, 2025

I would say every two weeks, put that money into the market, stay 100% invested your whole life long and make sure you love and believe in the investments that you're making, funds for stocks. But even then, those funds rebalance on a regular basis. Well, hopefully, the hot water heater is in an emergency fund; you get the idea.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Motley Fool

OCTOBER 11, 2024

Iconic CEO Warren Buffett, often called the Oracle of Omaha, has been clear about the future prospects of the conglomerate he oversees. In many ways, it is probably best to think of the company as something akin to a mutual fund. There's no doubt about it, $995 billion market cap Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Mutual Funds 130

Mutual Funds Conglomerates Banks Prospects 130

The Motley Fool

MARCH 26, 2024

That change will have no impact on the company's growth or earnings prospects, yet it does mean potentially higher demand for the stock over the next week or so. Welcome to the index AppFolio stock will soon become a component of the S&P Mid-Cap 400 Index , according to a late Monday press release.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Prospects Shareholders 130

The Motley Fool

JANUARY 15, 2025

The firm is known for its diverse offerings including mutual funds, exchange-traded funds (ETFs) , and its advanced risk management platform, Aladdin. It provides a spectrum of investment management and risk management services to institutional and retail clients worldwide.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Assets 130

The Motley Fool

OCTOBER 16, 2023

By then, Marathon had cooled down to a 7% price jump and Grayscale's Bitcoin fund was only up by 2.1%. According to these posts, the Securities and Exchange Commission (SEC) had approved BlackRock 's application to introduce an iShares exchange-traded fund (ETF) based on Bitcoin's spot price. But the big gains didn't last.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Prospects 130

The Motley Fool

JUNE 19, 2023

That's a prospect that's too big to ignore, especially if you're still on the sidelines holding tons of cash and not a lot of (or any) stocks. Take data dug up by mutual fund company Hartford, for example. Don't be too discouraged by that prospect, though. One thing is for sure, though.

Mutual Funds 130

Mutual Funds Prospects Funds Investors 130

The Motley Fool

JUNE 17, 2024

Mutual funds and exchange-traded funds (ETFs) that track the S&P 500 had to buy Supermicro stock for their portfolios. Wall Street remains exceptionally positive about Viking's prospects. It has especially enjoyed strong demand for its AI rack scale plug-and-play solutions. placebo-adjusted mean weight loss.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Prospects Funds 130

The Motley Fool

MARCH 23, 2024

The dividends Berkshire's collected from the stocks it's holding still don't come close to fully explaining why the fund is doing so well when the stocks it's holding aren't. The next biggest three -- Coca-Cola, Chevron (NYSE: CVX) , and Occidental Petroleum (NYSE: OXY) -- make up another 16% of the fund's picks. 3-Year Chg.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Conglomerates Prospects 130

The Motley Fool

DECEMBER 26, 2023

The key source of money for my children's college educations will be the 529 college savings plans I set up for them shortly after they were born and have been funding ever since. I put money into stock-based mutual funds in their plans each year through high school, to give them the best shot of receiving long-term growth.

Education 130

Education Mutual Funds Taxes Prospects 130

The Motley Fool

APRIL 5, 2024

If you're one of those investors drawn to index funds, good for you! Index funds have a lot going for them: A tendency toward extremely low fees. A solid performance that beats most actively managed stock funds. Indeed, index funds can be all you need to generate your retirement savings. What's wrong with the Dow?

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Funds Prospects 130

The Motley Fool

DECEMBER 21, 2023

Finding the right balance between lofty valuations and stellar long-term growth prospects is the opportunity BlackRock was talking about. Several financial giants have filed the paperwork to create Bitcoin-based exchange-traded funds (ETFs). IBM stands out as an affordable AI play with a year-to-date gain of just 14%.

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Investing Legal Mutual Funds 189

The Motley Fool

SEPTEMBER 13, 2023

They're typically implemented using age- and risk-tolerance-appropriate investments that focus on exchange-traded funds (ETFs) and mutual funds and are often offered as a portfolio choice from major online brokerage firms. Next, you should find out whether your prospective advisor is fiduciary or not.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Legal Prospects 130

The Motley Fool

OCTOBER 26, 2024

But what does this mean for current and prospective shareholders? This is the company behind Franklin Templeton mutual funds , although it operates several other profit centers beyond the Templeton brand. Nevertheless, Starboard makes several fair points. Investors may be more familiar with the outfit than they realize.

Mutual Funds 100

Mutual Funds Prospects Shareholders Funds 100

The Motley Fool

NOVEMBER 17, 2024

As exchange-traded funds (ETFs) and mutual funds sell the deleted stocks to rebalance their tracking portfolios, the once-promising businesses tend to plummet into value stock territory. In Etsy's case, customer lifetime value equals the present value of all the future revenue it would generate from a given user.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Enterprise Values Amortization 130

The Motley Fool

FEBRUARY 15, 2024

But it was the right thing to do While neither growth-oriented nor value-oriented funds may appreciate Sea's flip-flopping on strategy, it was actually the correct choice given the volatile and changing economic environments of the past few years.

Mutual Funds 130

Mutual Funds Amortization Depreciation Earnings Before Interest 130

The Motley Fool

APRIL 27, 2024

A broker-dealer firm is in the business of buying and selling securities -- stocks, bonds, mutual funds and certain other investment products -- on behalf of its customers (as broker), for its own account (as dealer) or both. All broker-dealers that sell securities to the public in the U.S.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

The Motley Fool

MARCH 19, 2024

How to balance their relatively high market valuations with their above-average growth prospects? One valuation metric touted by one of the most famous mutual fund managers of all time may hold the secret. To calculate the PEG ratio, an investor should divide a company's P/E ratio by its expected earnings growth rate.

Mutual Funds 130

Mutual Funds Prospects Financing Finance 130

The Motley Fool

MARCH 16, 2024

Although most investors seem to prioritize their search for growth prospects these days, dividend income remains a big part of the market's overall returns. Numbers from mutual fund company Hartford indicate dividends accounted for 41% of the S&P 500 's total returns between 1930 and 2022.

Mutual Funds 130

Mutual Funds Shareholders Prospects Returns 130

The Motley Fool

MARCH 7, 2024

In fact, famed mutual fund investor Ron Baron has gone as far as to say the super-compute capability behind Tesla's autonomous driving unit, called Dojo, could be a $1 trillion business itself. But while self-driving prospects are both intriguing and lucrative, Cruise has been no stranger to controversy.

Mergers and Acquisitions 130

Mergers and Acquisitions Mutual Funds Stakes Prospects 130