The Motley Fool

AUGUST 14, 2024

When it comes to the S&P 500 -- a stock market index that tracks the stock performance of 500 of the largest companies on the stock exchanges -- it's all about digging into past performance. That's how I've slowly built my portfolio. It's been to invest in more winners than losers.

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Mutual Funds Investing Stock Exchanges Stock Market 237

The Motley Fool

DECEMBER 14, 2024

This move by Nasdaq -- which owns and operates its namesake stock exchange and others -- is part of its annual reconstitution of the Nasdaq-100 index, which comprises 100 of the largest non-financial companies listed on the Nasdaq Stock Market. This increased demand should exert at least some upward pressure on the stock price.

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The Motley Fool

JUNE 25, 2024

That's understandable considering the amount of coverage the stock market receives in the news. Also, a recent Gallup survey shows that 62% of Americans are invested in the stock market -- either in individual stocks, stock mutual funds, or stock exchange-traded funds (ETFs).

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Mutual Funds Exchange-Traded Funds Stock Exchanges Debt 245

The Motley Fool

MAY 29, 2024

This is great news as mutual funds and exchange-traded funds (ETF) that track the index are widely held by investors. The biggest difference, though, is that its top 10 holdings are a much larger percentage of its portfolio, making up nearly 55% of the fund.

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New York Stock Exchange Mutual Funds Exchange-Traded Funds Stock Exchanges 235

The Motley Fool

JULY 19, 2024

Even if you add investments outside of retirement accounts, like individual stocks, bonds, and mutual funds, 50% of American households have less than $9,000 invested. All of the above ETFs offer extremely low-cost ways to invest in a broad portfolio of stocks and bonds. That's a far cry from $1.46

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Taxes Mutual Funds Exchange-Traded Funds Accounting 243

Dear Mr. Market

NOVEMBER 17, 2023

Market: The stock market is made up of thousands of choices and one easy way to gain exposure to it is via mutual funds. Costs/Expenses : ETFs typically have lower expense ratios compared to mutual funds. Tax Efficiencies : ETFs are generally more tax-efficient than mutual funds.

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Mutual Funds Exchange-Traded Funds Funds Education 59

The Motley Fool

JULY 10, 2024

From the fund's public market entrance in May 2015 to the end of 2020, the Grayscale fund averaged a 37% price premium over its holdings in pure Bitcoin (CRYPTO: BTC). Early Bitcoin adopters appreciated the Grayscale fund's availability in ordinary stock-exchange accounts. in the ETF era.

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Mutual Funds Investors Management Fees Exchange-Traded Funds 130

The Motley Fool

AUGUST 8, 2023

Yet having some exposure to the energy sector can offer valuable diversification to your portfolio. Let someone else make the decisions If you're an active investor, it might sound counterintuitive, but you can hire someone else to handle subsets of your portfolio. Rowe Price, and other fund shops. Image source: Getty Images.

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Mutual Funds Exchange-Traded Funds Assets Stock Exchanges 130

The Motley Fool

DECEMBER 20, 2023

An index is a collection of stocks that are grouped together based on pre-determined criteria and tracked as one. Indexes can be industry-focused (the MSCI World Financials index), stock exchange-focused ( Nasdaq Composite ), geography-focused ( Mexico IPC index), or market cap-focused (S&P 500). Consumer discretionary 10.7%

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Mutual Funds Funds Exchange-Traded Funds Investing 130

The Motley Fool

DECEMBER 5, 2024

However, it has an active internal trading program that allows employees and existing investors to buy and sell shares, and some secondary websites occasionally allow accredited investors to buy and sell shares of SpaceX stock. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

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Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

SEPTEMBER 6, 2023

Otherwise, the investment options in a 401(k) plan are limited and typically include mutual funds, baskets of stocks that either are professionally managed or track a major index. These accounts offer a much bigger menu of investment options, including individual stocks, exchange-traded funds (ETFs), and more.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Stock Exchanges Accounting 130

The Motley Fool

MARCH 12, 2024

However, investing in individual stocks isn't right for everyone. There's a lot of company-specific risk that comes with trying to build a stock portfolio on your own, and not all investors have the time, knowledge, and desire to research and select stocks wisely. For example, the $1.55

Mutual Funds 130

Mutual Funds New York Stock Exchange Exchange-Traded Funds Assets 130

The Motley Fool

JUNE 25, 2024

After watching retail kingpin Walmart and AI titan Nvidia complete their respective 3-for-1 and 10-for-1 forward splits , it's time for fast-casual restaurant chain Chipotle Mexican Grill (NYSE: CMG) to join this elite stock-split club. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

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The Motley Fool

JULY 16, 2024

A research team from S&P Global does the heavy lifting of defining the list of S&P 500 stocks and calculating its weighting based on each stock's market cap. All Vanguard has to do is manage a real-money portfolio of that exact list, using the same holding proportions as the original market index.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Banks 130

The Motley Fool

JANUARY 12, 2024

million 58 0.29% N/A Wisdom Tree Bitcoin Fund (NYSEMKT: BTCW) $2.4 Waived in first 6 months for the first $1 billion AUM Valkyrie Bitcoin Fund (NYSEMKT: BRRR) $523,000 11 0.25% Waived in first 3 months This data was collected from each ETF's official homepage on Jan. billion 619,187 1.5% N/A VanEck Bitcoin Trust (NYSEMKT: HODL) $75.2

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Securities and Exchange Commission (SEC) New York Stock Exchange Mutual Funds Exchange-Traded Funds 130

The Motley Fool

JUNE 27, 2024

With that as the backdrop (and assuming you've already established a foundational position in the SPDR S&P 500 ETF itself), there are a couple of ETFs you may want to consider stepping into to further diversify your portfolio. An income-generating portfolio built on high-quality divided-paying stocks can get the job done nicely as well.

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Exchange-Traded Funds Leveraging Mutual Funds Stock Exchanges 100

The Motley Fool

OCTOBER 11, 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 Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

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Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

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Mutual Funds Financing Finance Asset Management 111

ClearMoney

FEBRUARY 21, 2022

If markets stay open and continue to function normally, we generally continue investing our portfolios according to our usual process. For example, on June 27, 2015, Greece closed its stock market after defaulting on its government debt. The Athens Stock Exchange stayed closed until August 3 of that year.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Motley Fool

DECEMBER 22, 2024

Picking individual stocks can be rewarding for investors, but it can be a time-consuming and stressful affair. Investors should also ideally diversify their portfolios across a broad range of stocks to avoid putting all their eggs in a single basket. That sets them apart from mutual funds, which can only be traded once per day.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Stock Exchanges Stakes 246

The Motley Fool

DECEMBER 21, 2024

This was widely expected after Palantir switched its listing from the New York Stock Exchange to the Nasdaq last month. In a press release at the time, Palantir said, "The company expects to begin trading as a Nasdaq-listed company on November 26, 2024 and its common stock will continue to trade under the symbol "PLTR."

Investors 246

Investors New York Stock Exchange Mutual Funds Exchange-Traded Funds 246

The Motley Fool

JANUARY 14, 2025

Instead, the goal with your retirement investments should be to create a portfolio of stocks or funds that are extremely likely to be worth significantly more by the time you retire than they are today, with minimal risk of losing money over time.

Taxes 130

Taxes Mutual Funds Exchange-Traded Funds Stock Exchanges 130

The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. Stock Exchange listed. One is the concept of total financial portfolio. This is the 1970s and eighties, essentially when, when that Charley Ellis : Was in 1960s, Barry Ritholtz : So late sixties, not a lot of data available on a regular basis. Is That right?

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Investing Mutual Funds Funds New York Stock Exchange 64

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

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Financing Finance Debt Banks 59