The Motley Fool

OCTOBER 21, 2024

For many, the ultimate goal is to build a portfolio that generates enough passive income to cover living expenses indefinitely. These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities. VOO data by YCharts Comprehensive U.S.

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The Motley Fool

AUGUST 16, 2024

Hawaiian Electric's share of the settlement liability is $1.99 After all, even with the new tort liability on its balance sheet, the company still has roughly $1.2 Image source: Getty Images. Even in a bankruptcy scenario, it's also possible equity holders may still retain some value. billion in book value.

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The Motley Fool

MAY 5, 2024

To calculate your net worth , you add up all of your financial assets -- cash savings, retirement accounts, other investments, your home value, and any other property -- and subtract any liabilities -- your mortgage balance, student loans, credit card balances, and any other debt you might owe.

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Liabilities Debt Education Assets 246

The Motley Fool

NOVEMBER 4, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our innovative companion animal portfolio grew 15% operationally, while livestock grew 11% on an operational basis.

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The Motley Fool

OCTOBER 18, 2024

Then, subtract any debts and other liabilities, like credit card debt or student loans. It's more important to track your progress over time to increase your assets while decreasing your debt and other liabilities. If you have a portfolio of individual stocks, you could potentially earn much higher-than-average returns over time.

Liabilities 240

Liabilities Debt Financing Finance 240

The Motley Fool

AUGUST 17, 2024

Walgreens' cash balance looks concerning Another problem is that compared with its current liabilities, which stand at a whopping $25 billion, the company doesn't have a lot of cash and cash equivalents on hand. And while its current assets total more than $16 billion, that's also well short of its current liabilities.

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Liabilities Assets Investors Returns 234

The Motley Fool

MARCH 16, 2024

Investors have become excited about the company's long-term prospects, as it has a promising weight-loss drug in its portfolio. Given all this attention on Viking and the company having a significant asset in its portfolio, it's worth considering whether an acquisition may be looming. And its total liabilities were just $20 million.

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Liabilities Prospects Shareholders Assets 246

The Motley Fool

MAY 29, 2024

If you're not retired yet, don't rule out the possibility of moving to one of these states in the future if you'd like to minimize your tax liability. Something to think about Just remember that while several states offer some sort of tax relief to retirees , everyone's top tax liability remains federal taxes.

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The Motley Fool

NOVEMBER 7, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our multiyear rate action plan on MYRAP continues to be our most effective tool to bring our legacy LTC insurance portfolio closer to breakeven.

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The Motley Fool

JANUARY 10, 2024

Johnson & Johnson attempted to resolve the issue by using a controversial strategy known as the Texas two-step , where it would put the liabilities into a subsidiary and bankrupt it, thus limiting the parent company's overall liability. In the past, the company paid out $2.1

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Liabilities Stakes Returns Investors 246

The Motley Fool

OCTOBER 28, 2024

Not your typical mortgage REIT Rithm Capital is often classified as a mortgage REIT, but it's a lot different from AGNC Investment , which earns a living in the margins between its short-term borrowing expenses and the interest it receives from the mortgage-backed securities ( MBS ) in its portfolio. billion and $7.9 Buy, sell, or hold?

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The Motley Fool

APRIL 20, 2024

Amid recent struggles involving a one-time tax liability, growth in lower-margin first-party sales, and falling shipping revenue, the stock grew by only 8% over the last year. As MercadoLibre moves on from the tax liability and continues to capitalize on synergies in its home region, the stock is likely to continue moving higher.

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The Motley Fool

FEBRUARY 19, 2025

Then I will provide an update on our investment portfolio and holding company liquidity before we open the call for Q&A. This amount could increase over time with changes to liability assumptions. Our investment portfolio remains strong. Our achieved value reflects progress of 87% to our latest estimate of $35.8

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The Motley Fool

SEPTEMBER 21, 2024

Total liabilities were $102.3 Total liabilities were $27.1 Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. billion, with $70 billion of that in debt. Its fiscal Q2 FCF was $13.5

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Liabilities Debt Assets Returns 245

The Motley Fool

SEPTEMBER 13, 2024

That's why so many millionaire-minded investors choose it as their portfolio's core, foundational holding. In this same vein, do know that the Invesco fund's regular quarterly rebalancing creates recurring tax liabilities for positions held outside of tax-deferring retirement accounts. It's difficult to do it wrong, right?

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The Motley Fool

SEPTEMBER 29, 2024

However, that's still a lot of red ink compared to its $360 million in cash and equivalents and $150 million in total liabilities in its latest quarter. Rocket Lab still had $345 million in cash and equivalents at the end of its latest quarter, but it was also shouldering $733 million in liabilities.

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The Motley Fool

APRIL 23, 2024

If you're looking to gain exposure to cryptocurrencies in your portfolio, it's best to keep things simple and focus on the most valuable digital asset out there. In more recent times, the country's debt balance and underfunded liabilities have ballooned. Currently worth more than $2.3 The purchasing power of the U.S.

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The Motley Fool

FEBRUARY 21, 2025

billion eclipsed total liabilities of $11.7 Nvidia's Q3 balance sheet included $96 billion in total assets versus $30 billion in total liabilities. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

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Liabilities Assets Returns Stock Market 246

The Motley Fool

JANUARY 14, 2024

That's nearly five times the amount of its total liabilities: $359 million. CRISPR could pay off all of its liabilities, both short and long term, and still have more than $1 billion left in short-term liquid assets. As of Sept. 30, the biotech had cash and marketable securities worth more than $1.7

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The Motley Fool

OCTOBER 6, 2024

Investors prefer the businesses that they own to provide a smooth journey for their portfolios. There's a lot that investors need to know about this troubled airline stock , which is currently 97% off its peak from nearly a decade ago, before making an informed decision for your portfolio. JetBlue was supposed to be Spirit's savior.

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The Motley Fool

FEBRUARY 6, 2024

On an apples-to-apples basis, which excludes the company's COVID-19 treatments, Pfizer's remaining portfolio of dozens of approved therapies grew by 7% in 2023, with double-digit growth from its Specialty Care segment. Pfizer's portfolio, sans COVID-19 treatments, is expected to grow by another 3% to 5% in 2024. court system.

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The Motley Fool

JUNE 10, 2024

To determine your tax liability, the IRS uses your "combined income," which includes your adjusted gross income (AGI), any nontaxable interest (like municipal bond interest), and half of your yearly Social Security benefits. What stocks should you add to your retirement portfolio? Consider when Nvidia made this list on April 15, 2005.

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Taxes Liabilities Financing Finance 246

The Motley Fool

MAY 17, 2024

A big difference, however, is that the IRS uses your "combined income" to determine your tax liability. What stocks should you add to your retirement portfolio? Don't forget about Uncle Sam and the federal government Unfortunately, federal tax rules apply to everyone regardless of a state's tax rules.

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Taxes Liabilities Portfolios Returns 246

The Motley Fool

JUNE 30, 2024

Dividend stocks offer a great way to add cash to your portfolio and help you compound your overall returns with time. Whether you use that dividend money to add to your portfolio or cash it out, these types of stocks can help you diversify the types of businesses you own shares in. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

JUNE 27, 2024

Begin by checking your net worth, which is the sum of all your assets -- such as checking accounts, certificates of deposit, and investment accounts -- minus your liabilities, such as credit card balances and student loan debt. However, the return your portfolio actually generates will determine how long it will take to reach your goal.

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Exchange-Traded Funds Investing Financing Finance 239

The Motley Fool

MAY 29, 2024

Create a diversified portfolio One of the easiest ways to build wealth is to create a diversified portfolio. Another component of a diversified portfolio should be dividend stocks. The last part of this portfolio analysis includes bonds. What stocks should you add to your retirement portfolio?

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Taxes Mutual Funds Passive Investors Accounting 245

The Motley Fool

JUNE 4, 2024

Via her ARK Innovation ETF (NYSEMKT: ARKK) , portfolio manager Cathie Wood makes a lot of biotech bets, often on companies that are at the cutting edge of innovation in science and technology. of the Ark Invest portfolio, making it the eighth-largest investment across all of the related funds. of the outstanding shares of the company.

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Liabilities Debt Portfolios Accounting 240

The Motley Fool

MARCH 8, 2024

The company's balance sheet is ugly, with $316 million in short-term debt, $3 billion in long-term debt, and over $3 billion in operating lease liabilities. And they would be right to have this pessimism: Spirit is in a terrible financial position. The 10 stocks that made the cut could produce monster returns in the coming years.

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Liabilities Debt Prospects Shareholders 246

The Motley Fool

MAY 25, 2024

If Viking Therapeutics has at least one approved product in its portfolio, there is a strong possibility that the company may become profitable as well. With its liabilities totaling $33.6 Its strong financial position could sweeten the deal for a prospective acquirer looking to add a promising GLP-1 drug to its portfolio.

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The Motley Fool

FEBRUARY 1, 2024

This is a function of investors being concerned following a July report from The Wall Street Journal that alleged legacy telecom companies utilizing lead-sheathed cables could face large environmental/health liabilities, as well as replacement costs. Furthermore, any potential liabilities would likely be determined by the U.S.

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The Motley Fool

SEPTEMBER 7, 2024

Could AT&T stock be a good addition to your portfolio now? Long plagued by a heavy burden of liabilities, AT&T is managing to deleverage with a decline in net debt supported by positive free cash flow. Oftentimes into a sharp rally, investors may wonder how much more upside shares can offer or whether it's too late to jump in.

Enterprise Values 243

Enterprise Values Amortization Depreciation Earnings Before Interest 243

The Motley Fool

DECEMBER 20, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our global portfolio is clearly firing on all cylinders, and I am very proud of what we've been able to accomplish together.

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The Motley Fool

JULY 24, 2024

The Oracle of Omaha has been a net seller of equities for his company's portfolio in each of the last six quarters, as reported by Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). That's the difference between the revenue generated by the bank's interest-bearing assets and the expense it pays on interest-bearing liabilities.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

NOVEMBER 8, 2024

NAV is defined as total assets minus total liabilities and is also reported on a per share basis. 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.

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

The Motley Fool

OCTOBER 29, 2024

This requirement helps ensure that the portfolio consists of financially stable businesses with a proven commitment to shareholder returns. Over the prior 10-year period, the iShares Core Dividend Growth ETF has delivered a total return (assuming dividends were reinvested and without accounting for tax liabilities) of 216%.

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Exchange-Traded Funds Liabilities Funds Taxes 246

The Motley Fool

JUNE 18, 2024

of its stock portfolio. It has over $99 billion in assets compared to around $71 billion in liabilities ( current and non-current) and its brand power allows it to exercise its pricing power to offset periods of stagnant volume growth. Coca-Cola Coca-Cola (NYSE: KO) is Berkshire Hathaway's fourth-largest holding, accounting for 6.5%

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Liabilities Leveraging Portfolios Assets 246

The Motley Fool

FEBRUARY 15, 2024

What's helped set Realty Income apart from its peers, aside from the size of its commercial real estate (CRE) portfolio, is that it primarily leases to retailers that are resilient to economic downturns. Even if telecom companies were to eventually face some form of financial liability, it would likely be determined in the U.S.

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