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.

Liabilities 246

Liabilities Taxes Exchange-Traded Funds Stock Market 246

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 Finance Financing 245

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

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.

Leveraging 246

Leveraging Portfolios Investors Accounting 246

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 Finance Financing 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.

Liabilities 234

Liabilities Assets Investors Returns 234

The Motley Fool

NOVEMBER 4, 2024

This expansion will be a meaningful contributor to our performance solutions portfolio as we move into the fourth quarter and periods ahead. This decline was largely attributable to lower pricing with smaller impacts from currency fluctuations and portfolio changes.

Liabilities 130

Liabilities Shareholders Assets Capital 130

The Motley Fool

DECEMBER 18, 2024

In addition to filling our portfolio gap in vapes and reinforcing our position in pre-rolls, Motif is a well-run business with an experienced and passionate team, generating 15 consecutive quarters of positive adjusted EBITDA. The combined portfolio results has Organigram holding No. We rose from the No. 11 position to the No.

Leveraging 239

Leveraging Legal Depreciation Taxes 239

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

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.

Legal 130

Legal Debt Shareholders Taxes 130

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 244

Capital Collateral Asset Management Liabilities 244

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

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

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

Liabilities 130

Liabilities Legal Taxes Debt 130

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 Accounting 245

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 Amortization 245

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

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.

Liabilities 246

Liabilities Assets Returns Stock Market 246

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

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.

Taxes 246

Taxes Liabilities Finance Financing 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.

Taxes 246

Taxes Liabilities Portfolios Returns 246

The Motley Fool

FEBRUARY 13, 2025

Our ability to grow, defend, and launch products across markets drove 14% operational revenue growth in our companion animal portfolio alongside solid 5% operational revenue growth for our livestock portfolio, reflecting our commitment to shareholders, adjusted net income grew 15% operationally. pet care portfolio. In the U.S.,

Education 243

Education Taxes Portfolios Leveraging 243

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

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?

Taxes 245

Taxes Mutual Funds Passive Investors Accounting 245

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 Finance Financing 239

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.

Liabilities 240

Liabilities Debt Portfolios Returns 240

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.

Prospects 243

Prospects Liabilities Debt Portfolios 243

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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 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.

Capital 130

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

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

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

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%

Liabilities 246

Liabilities Leveraging Portfolios Assets 246

The Motley Fool

MAY 8, 2024

billion investment portfolio, as of the end of March, was comprised of agency assets. The other reason its shares have been weighed down relates to a July report from The Wall Street Journal that alleges legacy telecom companies may face steep health-related liability and cleanup costs tied to their use of lead-sheathed cables.

Debt 245

Debt Liabilities Assets Shareholders 245

The Motley Fool

MAY 18, 2024

That development broke last week, but for years now, Steward Health has been one of the most concerning tenants in the real estate investment trust's portfolio. Things are finally coming to a head for Medical Properties Trust (MPT), and that might be a good thing for both the company and its investors.

Liabilities 246

Liabilities Stakes Debt Portfolios 246

The Motley Fool

JUNE 7, 2024

Then subtract all your liabilities, such as credit card debt and personal loans, from your assets to find out your net worth. What stocks should you add to your retirement portfolio? This will give you a snapshot of where your finances stand right now. Consider when Nvidia made this list on April 15, 2005.

Exchange-Traded Funds 242

Exchange-Traded Funds Taxes Accounting Education 242

The Motley Fool

AUGUST 24, 2024

One factor driving the REIT's steady dividend growth is its ability to continue expanding its portfolio. Furthermore, from a risk management perspective, we view these credit investments as a prudent, natural hedge to the inherent rate exposure as we have on the liability side of our balance sheet.

Liabilities 246

Liabilities Leveraging Capital Debt 246