Private Equity Insights

MAY 20, 2024

The needs also vary depending on the vintage of the family o ice investment history and whether the principal is first, second, third, or further generation since its setup. Younger family o ices prioritize returns and wealth generation over wealth preservation, which was more common in traditional approaches aiming for lower annual returns.

Due Diligence 130

Due Diligence Investment Horizon Funds Investing 130

The Motley Fool

JULY 28, 2023

The company bought back $200 million in company stock last quarter, and investors might prefer the company to return capital via dividends instead of continuing to repurchase stock. Stock Advisor returns as of July 27, 2023 JPMorgan Chase is an advertising partner of The Ascent, a Motley Fool company.

Investment Horizon 246

Investment Horizon Capital Returns Investors 246

The Motley Fool

MARCH 20, 2024

RTX is a defense industry powerhouse that's a solid buy for those with long-term investing horizons. Should you invest $1,000 in RTX right now? The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*.

Conglomerates 189

Conglomerates Investment Horizon Portfolios Returns 189

The Motley Fool

JUNE 6, 2024

As the table above demonstrates, over a 30-year investment horizon, the 1% expense ratio could result in an additional $89,881 in fees on an initial investment of $50,000 compared to the 0.1% In other words, that seemingly small difference adds up to nearly twice the initial investment.

Investing 245

Investing Exchange-Traded Funds Investment Horizon Funds 245

The Motley Fool

OCTOBER 19, 2024

As part of the deal, Berkshire Hathaway provided $10 billion in return for preferred stock, earning it an 8% dividend yield. Considering all that, I still believe Occidental remains a solid stock for patient investors with long investment horizons. Should you invest $1,000 in Occidental Petroleum right now?

Debt 130

Debt Investment Horizon Stakes Financing 130

The Motley Fool

APRIL 29, 2024

To see that difference, let's compare the 10-year total returns of the Schwab U.S. 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. The Motley Fool has a disclosure policy.

Investing 246

Investing Investment Horizon Taxes Capital 246

The Motley Fool

JULY 28, 2023

Oftentimes, Wall Street has a short investing horizon, and there's no indication of Hsiao's expectations for the electric vehicle stock. See the 10 stocks *Stock Advisor returns as of July 27, 2023 Scott Levine has no position in any of the stocks mentioned. and Nio wasn't one of them!

Investment Horizon 246

Investment Horizon Prospects Investors Companies 246

The Motley Fool

MAY 24, 2024

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. The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $581,764 !*

Taxes 246

Taxes Investment Horizon Prospects Portfolios 246

The Motley Fool

MAY 16, 2024

With its ample solar, wind, and hydroelectric assets, Brookfield Renewable is not only a great dividend stock for those with a multi-decade investing horizon, but it's one of the most compelling renewable energy dividend stocks that investors can power their portfolios with right now. capital return yield is massive.

Debt 246

Debt Shareholders Investment Horizon Capital 246

The Motley Fool

FEBRUARY 13, 2024

Oftentimes, analysts have shorter investing horizons than the multiyear holding periods of long-term investors, so the $16 price target that Barclays analyst Dan Levy assigned should be taken with a grain of salt. The 10 stocks that made the cut could produce monster returns in the coming years.

Investors 130

Investors Investment Horizon Prospects Portfolios 130

The Motley Fool

AUGUST 21, 2024

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. The 10 stocks that made the cut could produce monster returns in the coming years.

Exchange-Traded Funds 245

Exchange-Traded Funds Investment Horizon Debt Investors 245

Private Equity Insights

FEBRUARY 9, 2024

With a recommended investment horizon of at least seven years, the fund complements existing investments across asset classes like cash, bonds, equities or real estate. The initial subscription period closes on April 30, 2024.

Asset Management 130

Asset Management Assets Pension Funds Funds 130

The Motley Fool

APRIL 11, 2024

Using dollar-cost averaging and employing a long-term investment horizon are prudent ways to mitigate risk when initiating or adding to existing portfolio positions. The 10 stocks that made the cut could produce monster returns in the coming years.

Investment Horizon 246

Investment Horizon Prospects Investors Returns 246

The Motley Fool

SEPTEMBER 27, 2023

But if you have an investing horizon of at least five years, Beam Therapeutics could be an incredible bargain at current levels. If base-editing proves to be a best-in-class platform, after all, Beam Therapeutics stock ought to deliver outstanding returns over the next five to 10 years. and Beam Therapeutics wasn't one of them!

Investment Horizon 246

Investment Horizon Returns Investors Companies 246

The Motley Fool

DECEMBER 13, 2023

If it enters next year at $240, it would require a 25% gain to reach $300 -- a market-beating return. So, with the five-year picture still looking strong, I'll remain a buyer of Tesla stock until something derails this investment thesis over a long-term investing horizon. So, can Tesla do that next year? Let's find out.

Investment Horizon 246

Investment Horizon Shareholders Taxes Investors 246

The Motley Fool

AUGUST 29, 2024

ARKK Total Return Level data by YCharts. Among the growth stocks in Wood's portfolio, two stand out as potentially attractive investments: Roblox (NYSE: RBLX) and Palantir Technologies (NYSE: PLTR). Should you invest $1,000 in Roblox right now? RBLX Gross Profit (Annual) data by YCharts.

Investors 130

Investors Investment Horizon Returns Portfolios 130

The Motley Fool

MAY 17, 2024

The best growth investors maintain a long investment horizon, looking for companies that combine stellar growth with long-term durability. The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $579,803 !*

Investment Horizon 244

Investment Horizon Taxes Returns Companies 244

The Motley Fool

MAY 24, 2024

Lee Samaha (The Home Depot): If you believe the current interest rate cycle will eventually turn, then you likely believe the housing market will improve, and if that's the case, then Home Depot is likely to return to growth. The 10 stocks that made the cut could produce monster returns in the coming years. forward-yielding dividend.

Investment Horizon 238

Investment Horizon Earnings Before Interest Amortization Depreciation 238

The Motley Fool

SEPTEMBER 19, 2024

The stock rose more than 50% in the last 12 months alone, bringing its total return to a remarkable 274% in the previous five years. Investors must not overpay for the stock to get downside protection and earn a reasonable return. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen.

Investment Horizon 130

Investment Horizon Prospects Returns Investors 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. The historic annual rate of return for the S&P 500 is 10.2%.

Portfolios 130

Portfolios Investment Horizon Taxes Accounting 130

The Motley Fool

JULY 27, 2024

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? The 10 stocks that made the cut could produce monster returns in the coming years.

Leveraging 246

Leveraging Investment Horizon Returns Portfolios 246

The Motley Fool

JUNE 24, 2024

While the company will surely continue to benefit from its leading position in the EV market and increasing global adoption of EVs, for the stock to see substantial future returns, it will need to successfully develop and commercialize its transformative technologies. The good news is that the company is showing progress.

Investment Horizon 130

Investment Horizon Returns Portfolios Investors 130

The Motley Fool

APRIL 25, 2024

Broadly speaking, when you're looking at an investment horizon of five years or more, this shouldn't be too concerning. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*.

Investment Horizon 246

Investment Horizon Portfolios Returns Investors 246

Private Equity Wire

MAY 13, 2024

This is the seventh vintage in Patron’s flagship series, which targets returns of 17% to 20% gross IRR and a 1.6x-2.0x gross equity multiple on invested capital over a four-to-five-year investment horizon. Patron’s typical deal size ranges from €30m to €80m in equity.

Capital 97

Capital Pension Funds Funds Investment Horizon 97

The Motley Fool

OCTOBER 10, 2024

For these reasons, Archer Aviation stock is best-suited for investors who have a high tolerance for risk and a long-term investing horizon. See 3 “Double Down” stocks » *Stock Advisor returns as of October 7, 2024 Courtney Carlsen has positions in Morgan Stanley. The Motley Fool recommends Southwest Airlines.

Investment Horizon 130

Investment Horizon Companies Portfolios Investing 130

The Motley Fool

AUGUST 27, 2024

Dominion is for contrarians with long investment horizons If you're looking at Dominion because of its above-average dividend, yield make sure you understand what comes along with that yield -- notably, an ongoing business overhaul and a lack of dividend growth. Consider when Nvidia made this list on April 15, 2005.

Investment Horizon 130

Investment Horizon Debt Capital Investments Assets 130

The Motley Fool

JUNE 28, 2024

While investors seem to be nonplussed about the company's near-term growth prospects -- management is guiding for year-over-year revenue growth in the high-teens in the second quarter -- there's a lot to like about this business if you're looking at a long-term investment horizon. Consider when Nvidia made this list on April 15, 2005.

Legal 244

Legal Financial Institutions Investment Horizon Management Fees 244

The Motley Fool

SEPTEMBER 21, 2024

Based on their midyear observation that "high-quality smaller-cap stocks now trade at a near-record valuation discount versus their large-cap peers," the investment bank believes "U.S. SMID-cap [small cap and mid cap] equity returns will be robust over a 10-to-15-year investment horizon, even rivalling that of U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Investment Horizon Funds Prospects 130

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. and Walmart wasn't one of them! .* and Walmart wasn't one of them!

Stock Market 246

Stock Market Stock Market Exchange-Traded Funds Mutual Funds 246

The Motley Fool

APRIL 1, 2024

Despite the dour views, UPS is a great dividend stock While it may be disconcerting to see three analysts drop their price targets on UPS stock, it's important for investors to remember that analysts often have short investing horizons. Should the company return $6.52 from 2010 to 2024.

Investment Horizon 130

Investment Horizon Shareholders Returns Investors 130

The Motley Fool

AUGUST 30, 2024

Both stocks have trended downward through 2024, yet they remain attractive investment options. For those with long-term investing horizons, today is a great time to dig further into SSR Mining, a leading gold and silver producer. The 10 stocks that made the cut could produce monster returns in the coming years.

Investment Horizon 130

Investment Horizon Prospects Leveraging Assets 130

The Motley Fool

MARCH 18, 2024

Over the past 20 years, for example, Albemarle's total return topped 1,000%, exceeding the S&P 500's 576% total return over the same timeframe. 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 Returns Portfolios 100

The Motley Fool

SEPTEMBER 5, 2024

The money could go toward your retirement portfolio Even if your CD pays a 5% APY, it's not a good substitute for investing in the stock market. The historic annual rate of return for the S&P 500 is 10.2%. If you have a similar investment horizon, you should strongly consider buying stocks rather than putting your money into a CD.

Debt 130

Debt Investment Horizon Finance Financing 130

The Motley Fool

AUGUST 28, 2024

The boon in lithium pricing that energized Albemarle in 2023 may be over, but that doesn't mean that the company is no longer a viable opportunity for those seeking lithium exposure with long investing horizons. The 10 stocks that made the cut could produce monster returns in the coming years.

Investment Horizon 130

Investment Horizon Earnings Before Interest Amortization Depreciation 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. Though the near term might look shaky, Pfizer can turn things around and deliver excellent returns to patient investors. PFE data by YCharts.

Buyout 130

Buyout Investment Horizon Venture Capital Prospects 130

The Motley Fool

MAY 16, 2024

However, that might present a golden buying opportunity for investors with an investment horizon of at least five years, because AI could grow to become a significant contributor to DigitalOcean's business by then. Should you invest $1,000 in DigitalOcean right now? Consider when Nvidia made this list on April 15, 2005.

Investment Horizon 246

Investment Horizon Debt Capital Returns 246

The Motley Fool

JUNE 22, 2024

Bear in mind that the average annual stock market return is in the ballpark of 10%, as measured over nearly 100 years. If you're looking for stocks to buy and hold for the long run, you should have a minimum investment horizon of three to five years and a strong thesis for the underlying businesses.

Investment Horizon 189

Investment Horizon Accounting Stock Market Stock Market 189