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 237

Liabilities Debt Financing Finance 237

The Motley Fool

DECEMBER 2, 2023

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners On the other hand, you may wind up with a poor investment in your portfolio due to not taking the time to vet it properly. That loss would offset that gain, wiping out your tax liability.

Portfolios 130

Portfolios Investors Taxes Liabilities 130

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.

Liabilities 245

Liabilities Debt Financing Finance 245

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?

Capital 242

Capital Collateral Asset Management Liabilities 242

The Motley Fool

MAY 11, 2024

Your net worth is essentially a personal balance sheet, accounting for all of your financial assets and liabilities. Then, subtract your liabilities -- such as student loans, a mortgage, and any other debts. What stocks should you add to your retirement portfolio? Consider when Nvidia made this list on April 15, 2005.

Liabilities 246

Liabilities Debt Accounting Assets 246

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.

Liabilities 234

Liabilities Assets Investors Returns 234

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.

Liabilities 246

Liabilities Debt Education Assets 246

The Motley Fool

OCTOBER 31, 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. First, as of September 30, 2024, total net investments, that is our entire publicly traded investment portfolio plus cash minus debt, summed up to $30.3

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

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.

Liabilities 246

Liabilities Prospects Shareholders Assets 246

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

Liabilities 245

Liabilities Debt Assets Returns 245

The Motley Fool

DECEMBER 15, 2023

Its total liabilities as of the end of September total just $359 million. With loads of cash and not much in liabilities to worry about, that could make the stock a highly attractive acquisition target. With a high-priced treatment in its portfolio (Casgevy costs $2.2 Meanwhile, the company has more than $1.7

Liabilities 246

Liabilities Debt Returns Portfolios 246

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.

Mergers and Acquisitions 245

Mergers and Acquisitions Enterprise Values Liabilities Earnings Before Interest 245

The Motley Fool

NOVEMBER 19, 2024

MicroStrategy's Bitcoin portfolio is equal to about a third of the company's enterprise value of $73.3 That's why its total liabilities have more than quadrupled since the end of 2020, and why the number of MicroStrategy shares outstanding has more than doubled over the past four years. billion and a market value of $24.5

Companies 246

Companies Enterprise Values Financial Institutions Liabilities 246

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%.

Exchange-Traded Funds 246

Exchange-Traded Funds Liabilities Funds Taxes 246

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

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?

Exchange-Traded Funds 245

Exchange-Traded Funds Liabilities Taxes Funds 245

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.

Liabilities 246

Liabilities Public Companies Prospects Debt 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.

Taxes 246

Taxes Liabilities Accounting Portfolios 246

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

Liabilities 246

Liabilities Stakes Returns Investors 246

Private Equity Wire

JUNE 28, 2023

The report cites three unnamed sources familiar with the matter as confirming that Generali has been working with Goldman Sachs to sound out buyers for the portfolio, including Portugal-based GamaLife, backed by Apax Partners, and Bermuda-based Athora, which is backed by Apollo Global Management. Like this article?

Portfolios 52

Portfolios Hedge Funds Liabilities Banks 52

The Motley Fool

FEBRUARY 1, 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. Dividend income also rose due to net purchases in the equity portfolio and dividend increases. We earned a total equity return of 21.6%

Liabilities 130

Liabilities Portfolios Capital Shareholders 130

The Motley Fool

MAY 2, 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 increased premium volume reflects new business growth and more favorable rates on many lines within our international portfolio and select U.S.

Liabilities 130

Liabilities Shareholders Portfolios Asset Management 130

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 Earnings Before Interest Amortization Depreciation 243

The Motley Fool

AUGUST 1, 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 LTC segment reported an adjusted operating loss of $29 million in the second quarter, driven by a liability remeasurement loss.

Liabilities 130

Liabilities Legal Shareholders Debt 130

The Motley Fool

OCTOBER 9, 2024

Not admitting liability At one point, the heavily marketed Zantac was the best-selling drug in the world. In its press release on the settlements, GSK stressed that it has not admitted liability in either instance. First approved in the U.S. Consider when Nvidia made this list on April 15, 2005.

Law Firms 100

Law Firms Liabilities Bidding Legal 100

The Motley Fool

AUGUST 7, 2024

In recent years, concerns over liabilities related to talcum powder litigation, which could cost billions of dollars, have weighed on the company. The litigation liability could deter some, but shares could get a boost once the lawsuits settle. The company boasts a AAA credit rating, higher than the U.S.

Liabilities 189

Liabilities Public Companies Shareholders Investors 189

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.

Conglomerates 246

Conglomerates Liabilities Taxes Public Companies 246

The Motley Fool

JULY 20, 2024

This is listed as a liability on its balance sheet. Why a liability? Therefore, it's a liability. 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.

Investors 130

Investors Liabilities Debt Shareholders 130

The Motley Fool

JUNE 29, 2024

billion in "other" long-term liabilities that don't qualify as debt. billion in accrued short-term liabilities. billion worth of current assets and less than half that amount in short-term and long-term liabilities, Advanced Micro Devices enjoys far more fiscal flexibility than many other technology giants do. Still, with $17.1

Liabilities 130

Liabilities Debt Prospects Stakes 130

The Motley Fool

SEPTEMBER 20, 2024

Not long after that, it admitted that a clutch of large loans in its portfolio were at risk. Still not a buy, though With the Fed's rate cut, Moss feels there is "increased merit to owning liability-sensitive" banks in an environment of lower rates. Consider when Nvidia made this list on April 15, 2005.

Banks 130

Banks Liabilities Portfolios Returns 130

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.

Liabilities 246

Liabilities Portfolios Debt Returns 246

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.

Exchange-Traded Funds 239

Exchange-Traded Funds Investing Financing Finance 239

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.

Stock Market 244

Stock Market Stock Market Liabilities Portfolios 244

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

Investors 246

Investors Liabilities Buyout Shareholders 246

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.

Exchange-Traded Funds 245

Exchange-Traded Funds Education Assets Liabilities 245

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.

Liabilities 246

Liabilities Debt Prospects Shareholders 246

The Motley Fool

AUGUST 1, 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. The recurring interest and dividend income continues to increase as each maturing bond in our portfolio is replaced with a higher coupon security.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130