The Motley Fool

JUNE 30, 2024

Effective cost management means more funds can be reinvested into the business or returned to shareholders, enhancing long-term value. The company's ability to leverage strong demand and onboard spending continues to drive these significant revenue increases alongside earnings growth. and $10.90, indicating strong earnings growth.

Returns 130

Returns Investors Shareholders Leveraging 130

Private Equity Wire

JANUARY 8, 2024

The report showed some interesting results related to leverage—from the typical providers of leverage to the terms in which leverage is provided, to the risk management practices of fund managers and leverage providers. The use of leverage by private credit funds is subject to scrutiny from policymakers and regulators.

Leveraging 98

Leveraging Hedge Funds Due Diligence Finance 98

The Motley Fool

NOVEMBER 21, 2024

With the new composition of the Berkshire Hathaway equity portfolio, Coca-Cola now accounts for 8.5% Should it be in your portfolio, too? It has an incredibly successful operating model that leverages its core brands to bring in tons of cash and income, about 75% of which it pays out to shareholders as dividends. of the total.

Portfolios 130

Portfolios Shareholders Leveraging Returns 130

The Motley Fool

NOVEMBER 30, 2023

One key factor is leverage, which is higher than management would like. That's reasonable, but he also noted that "everything is on the table" and that there are "no sacred cows" at the company as it looks to reduce leverage and improve operating performance. If one cut is bad, two is even worse. But there's more to the story.

Leveraging 130

Leveraging Investors Debt Portfolios 130

Cobalt

JUNE 24, 2024

CLIENT CASE STUDY How Five Points Capital Gained Efficiency and Accuracy with Cobalt In this case study, Patrick O’Rourke, Vice President of Strategy & Operations at Five Points Capital, discusses how Cobalt’s portfolio monitoring platform enabled streamlined data ingestion and automatic report generation for his firm, boosting his team’s accuracy (..)

Returns 52

Returns Portfolios Capital Leveraging 52

The Motley Fool

MARCH 9, 2024

compound annual growth rate in its total shareholder return over the last 20 years. That's outperformed the S&P 500 's total return of 9.7%, as well as Enbridge's peers in the utilities (8%) and midstream (7.7%) sectors. At its current dividend payment level, Enbridge can generate an annual income return of roughly 7.7%

Returns 130

Returns Mergers and Acquisitions Leveraging Earnings Before Interest 130

The Motley Fool

NOVEMBER 18, 2024

At least one ultra-high-yield dividend stock in Buffett's "secret portfolio" is a no-brainer buy right now. A capital idea There's nothing shady about Buffett's "secret portfolio." Actually, while many people aren't aware of it, the portfolio isn't much of a secret. billion portfolio. of its total portfolio.

Portfolios 100

Portfolios Asset Management Capital Shareholders 100

The Motley Fool

SEPTEMBER 15, 2024

The trust's equity portfolio is currently valued around $48 billion, but more than two-thirds of that amount, about 69%, is invested in just three stocks. The trust added about 38 million shares to its portfolio in 2022, worth about $8.9 The 10 stocks that made the cut could produce monster returns in the coming years.

Portfolios 246

Portfolios Investing Assets Leveraging 246

The Motley Fool

JULY 30, 2024

This long-term approach allows companies to address their challenges while investors benefit from reinvesting their substantial dividends, potentially leading to significant compound returns. With this background in mind, here's a brief overview of 10 of the best ultra-high-yield dividend stocks to consider as part of a long-term portfolio.

Portfolios 246

Portfolios Exchange-Traded Funds Banks Leveraging 246

The Motley Fool

MAY 4, 2024

Nvidia Nvidia (NASDAQ: NVDA) is Druckenmiller's largest investment, accounting for just over 16% of his portfolio. One is Nvidia stock, which is 9% of the overall portfolio. However, Duquesne invested an additional 7% of the portfolio in Nvidia call options. These are highly leveraged investment products. trillion size.

Companies 188

Companies Portfolios Leveraging Capital 188

The Motley Fool

NOVEMBER 22, 2024

MBS investments also have a relatively low return profile (typically in the low- to mid-single digits). However, mortgage REITs , like AGNC Investment, can enhance their returns by investing in MBS on a leveraged basis (i.e., It has a leverage ratio of 7.2 borrowing money to finance additional MBS investments).

Leveraging 130

Leveraging Finance Financing Returns 130

The Motley Fool

JULY 12, 2024

Since taking the reins at Berkshire in 1965, he's overseen a cumulative return in his company's Class A shares (BRK.A) On an annualized basis, the "Oracle of Omaha" has practically doubled up the total return, including dividends paid, of the benchmark S&P 500 since the mid-1960s. CEO Warren Buffett is on a pedestal of his own.

Portfolios 246

Portfolios Investing Assets Stakes 246

The Motley Fool

OCTOBER 27, 2024

million portfolio, and while everyone's journey is unique, the principles I've followed can be applied by any investors looking to grow their wealth over time. The key is figuring out how to leverage your skills and interests to bring in more money. The bigger your portfolio grows, the more impactful even small-percentage gains become.

Portfolios 130

Portfolios Assets Leveraging Stakes 130

This is going to be BIG.

DECEMBER 3, 2020

Having a better overall portfolio of venture capital by adding funds into the mix. Diversification Finance 101 would tell you that, in the public market, you want to be in at least 20-30 names to eliminate a good chunk of the risk (as defined by the standard deviation of return) that you don’t actually get paid for.

Leveraging 134

Leveraging Deal Flow Portfolios Funds 134

The Motley Fool

OCTOBER 1, 2024

billion of net debt), it had a higher-leverage ratio of nearly 2.9 AT&T aims to get its leverage ratio down to the 2.5 Meanwhile, Verizon set an even lower long-term leverage target of 1.75 However, the deal will delay Verizon's ability to achieve its leverage target. Even though AT&T had a similar debt load ($126.9

Leveraging 245

Leveraging Debt Assets Returns 245

The Motley Fool

NOVEMBER 14, 2024

Since November 2014, the index has generated a total return of 253% (about 13.2% Continue reading to learn more about this dominant business and whether it should be in your portfolio. In my mind, a P/E ratio closer to 20 makes sense before deciding to add the stock to your portfolio. The Motley Fool has a disclosure policy.

Portfolios 100

Portfolios Leveraging Returns Investors 100

The Motley Fool

NOVEMBER 7, 2024

They often have very high dividend payout ratios and leverage ratios , which puts them at a higher risk of needing to cut their dividends if they run into financial trouble. leverage ratio, well below the 4.0 leverage ratio its stable cash flows can support. in the coming years. Here's a look at what fuels that view.

Leveraging 245

Leveraging Taxes Returns Portfolios 245

The Motley Fool

JANUARY 5, 2024

For this reason, BDCs tend to garner a lot of attention from investors looking to supplement their portfolio with some dividend income. Investing $100,000 in the three ultra-high-yield BDCs discussed below could generate $10,000 of passive income for your portfolio this year. Hercules Capital: 11.5% Image source: Getty Images.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Wire

OCTOBER 31, 2024

A conversation with Matt Hansford, European Head of Portfolio Finance at Barings, on a >$200bn annual opportunity. This creates a funding gap for asset managers seeking Portfolio Finance – which, in turn, creates a tremendous opportunity for institutional capital.

Finance 93

Finance Financing Portfolios Investors 93

The Motley Fool

JULY 21, 2024

If you want to generate passive income from your portfolio, AGNC Investment Corporation (NASDAQ: AGNC) is one stock that has likely grabbed your attention with its dividend yield of almost 14%. But is AGNC the best dividend stock for your portfolio? For example, rising interest rates have boosted its portfolio yield from 2.6%

Investing 240

Investing Leveraging Assets Portfolios 240

The Motley Fool

OCTOBER 8, 2023

Lastly, it continued to rack up steep losses while increasing its leverage with more convertible debt offerings. Yet during those 10 years, Apple's stock has delivered a total return of over 1,000%. to allocate a whopping 47% of its entire portfolio to Apple. Second, it issued several safety-related recalls.

Portfolios 246

Portfolios Enterprise Values Leveraging Debt 246

Top 1000 Funds

SEPTEMBER 11, 2023

billion Pennsylvania Public School Employees' Retirement System has reduced net leverage, added fixed income and continues to shave costs off its external investment management fees, mostly by reducing private allocations. The trimming and shifting of the portfolio is part of an adjusted SAA responding to ongoing market changes.

Leveraging 52

Leveraging Management Fees Portfolios Returns 52

The Motley Fool

MAY 12, 2024

Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. One kind of ETF you may want to steer clear of is the leveraged ETF , and a good example is the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ). What's a leveraged ETF? Leverage can greatly amplify your gains and your losses.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Exchange-Traded Funds Mutual Funds 246

The Motley Fool

MAY 22, 2024

That caused the market to take a more risk-off posture, which the REIT followed by lowering its leverage ratio to its lowest level of the current cycle. Notwithstanding lower leverage, the prevailing return environment gives us confidence in the durability of the portfolio earnings profile," he said.

Leveraging 246

Leveraging Capital Portfolios Banks 246

The Motley Fool

OCTOBER 26, 2024

Because of that, these fixed-income investments generate very low-risk returns. Agency MBSes also have relatively low returns (mid to high single digits). The mortgage REIT can boost its returns by using leverage (i.e., The 10 stocks that made the cut could produce monster returns in the coming years.

Leveraging 246

Leveraging Returns Portfolios Investors 246

The Motley Fool

SEPTEMBER 3, 2024

Carey has a well-diversified portfolio of high-quality, operationally critical properties. The REIT also has a strong investment-grade balance sheet with a low leverage ratio. times at the end of the second quarter, leverage was below its target range in the mid-to-high 5s. Rebuilt and returning to growth W.P. billion-$1.75

Leveraging 246

Leveraging Prospects Portfolios Taxes 246

The Motley Fool

JULY 31, 2023

In response to this tough macro environment, investors are now increasingly prioritizing return-on-capital metrics and are shifting to Warren Buffett's time-tested investment strategy of buying high-quality stocks at an attractive price (value investing). of Berkshire Hathaway's investment portfolio. and Apple wasn't one of them!

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

JULY 29, 2024

AT&T's balance sheet continues to improve, with a leverage (net debt/trailing-12-month adjusted EBITDA) ratio of under 2.9 times leverage, which, if achieved, could possibly open the door for the company to look to raise its dividend. The 10 stocks that made the cut could produce monster returns in the coming years.

Investors 130

Investors Portfolios Leveraging Earnings Before Interest 130

The Motley Fool

APRIL 23, 2024

Over the last few years, he's returned much of his clients' funds, so Appaloosa is now primarily his own personal capital. Nearly one-third of his portfolio is tied up in these companies. It's now leveraging that position to fuel its cloud computing and enterprise software businesses. Image source: Getty Images.

Portfolios 246

Portfolios Investors Hedge Funds Investing 246

The Motley Fool

MAY 9, 2024

If you're looking to generate passive income for your portfolio, look no further than dividend stocks. In that same study, Hartford Funds found that non-dividend payers had returned investors just 4.27% annually, with more volatility than the S&P 500. BDCs tend to use leverage to help boost their payouts. per share.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

MARCH 10, 2024

of Berkshire's portfolio. Many of them have another attribute that Buffett loves -- capital return programs. Oxy is also known for using debt and leveraging up its balance sheet, which it will do to pay for its pending CrownRock acquisition. Others, like Apple, Chevron, and Oxy, are more recent additions to the portfolio.

Portfolios 246

Portfolios Banks Conglomerates Shareholders 246

The Motley Fool

AUGUST 5, 2024

Instead, it's a highly leveraged yen "carry trade" that has led to billions of dollars in selling and liquidations starting in the crypto market on Sunday night. But the fact the yen carry trade is inherently a leveraged trade means there can be billions of dollars of positions (long and short) unwound in a short amount of time.

Leveraging 246

Leveraging Hedge Funds Assets Debt 246

The Motley Fool

MAY 1, 2024

It grew from $1 million in 1981 to $23 billion by the time he closed it in 2010, generating an average annual return around 30%. It might surprise you to learn that his portfolio is highly concentrated with his top four stocks making up close to half of his holdings. of the firm's portfolio at $408.4 of the total portfolio.

Portfolios 130

Portfolios Investing Leveraging Stakes 130

The Motley Fool

OCTOBER 22, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of October 21, 2024 We disclaim any obligation to update our forward-looking statements unless required by law. Against this favorable fixed income investment backdrop, AGNC generated a very strong economic return of 9.3% With that, I will turn the call over to Peter Federico.

Investing 233

Investing Securities and Exchange Commission (SEC) Leveraging Portfolios 233

The Motley Fool

NOVEMBER 8, 2024

Another impressive quarter for Palantir Referring to its artificial intelligence platform (AIP), Palantir's chief revenue officer Ryan Taylor said on the company's earnings call , "In this winner-take-all AI economy, the divide is widening between those who are leveraging AIP and those who are not."

Leveraging 246

Leveraging Returns Investors Portfolios 246

The Motley Fool

OCTOBER 7, 2024

Furthermore, the company is on pace to reach its leverage ratio target of around 2.5 The investment bank believes the company will see improved revenue in the future and could potentially start buying back its shares, given the improvement in its leverage ratio. Is AT&T a buy after last month's surge?

Leveraging 246

Leveraging Stakes Investment Banks Investment Banking 246

The Motley Fool

MAY 16, 2024

The ProShares UltraPro QQQ ETF is an exchange-traded fund that aims to produce three times the daily returns of the Nasdaq 100 index. It's a type of ETF known as a leveraged ETF , meaning it uses derivative securities and/or borrowed money to amplify returns to a desired level. Returns through 5/15/2024. 3 years 29.7%

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Returns Funds 246