The Motley Fool

JULY 12, 2024

Billionaire investor Bill Ackman is planning to create a new publicly traded investment fund and is kicking off a pre-IPO roadshow to build investor interest. The new fund will be called Pershing Square USA and will list on the New York Stock Exchange under the ticker symbol PSUS. annualized) since its Jan 2004 inception.

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Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

FEBRUARY 19, 2024

A self-directed brokerage account is the same kind you or I might use and has the same types of stock investing options, including individual stocks, exchange-traded funds, options trading, mutual funds, bonds, and real estate investment trusts (REITs).

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

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. This is the exact opposite of what many investors do, which is to take profits in their winning stocks and dollar-cost average into their losers. versus 12.4% for the index.

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

The Motley Fool

JULY 13, 2023

They're similar to mutual funds, which contain multiple stocks and other assets. The major benefit of REITs Although REITs trade on the stock exchange like other types of funds, one major thing separates them: REITs are required by law to distribute at least 90% of their taxable income to shareholders as dividends. .*

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Mutual Funds Exchange-Traded Funds Stock Exchanges Financing 242

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. For every dollar you contribute to a traditional IRA, you can deduct it from your tax return. That's a far cry from $1.46 In 2022, just 5.2%

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Taxes Mutual Funds Exchange-Traded Funds Accounting 243

The Motley Fool

NOVEMBER 1, 2024

In recent decades, technology stocks have been being added to the Dow, as they have become increasingly dominant in the U.S. stock market. stock exchanges -- Amazon , Apple, and Microsoft -- are current components of the Dow. How did Nvidia's 10-for-1 stock split in June clear the way for its addition to the Dow?

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Mutual Funds Exchange-Traded Funds Stock Exchanges Stock Market 189

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

JANUARY 2, 2024

These fees are generally lower than what you'd have to pay for a mutual fund, but they can add up over time if you're not careful. iShares Core MSCI Total International Stock ETF Part of having a well-rounded portfolio is investing in companies across different regions. This is something you should be aware of when you own ETFs.

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Portfolios New York Stock Exchange Mutual Funds Investing 189

The Motley Fool

AUGUST 8, 2023

Given the historical volatility in the energy space, it wouldn't be a bad plan to just throw your hands up and give the job to someone else by way of a closed-end fund, mutual fund, or exchange traded fund (ETF) focused on the energy patch. 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). 9, 2010, inception.

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Mutual Funds 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

DECEMBER 5, 2024

SoFi is making SpaceX more accessible SoFi (NASDAQ: SOFI) announced that it's partnering with alternative investment-fund platform Templum to bring several new investment options to its brokerage customers. The 10 stocks that made the cut could produce monster returns in the coming years.

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Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

MARCH 12, 2024

The so-called Magnificent Seven stocks have dominated the financial headlines recently, and for good reason. Not only are they some of the largest companies in the world, but they have for the most part delivered market-beating returns for investors in 2024, as well as over longer periods. 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. in the 12 months following its stock-split announcement. average return over the same timeline.

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Initial Public Offering New York Stock Exchange Mutual Funds Stock Exchanges 130

The Motley Fool

JULY 16, 2024

The average fund of large domestic stocks charges 0.78% in annual fees, according to Morningstar data quoted by Vanguard. Imagine investing $10,000 in a mutual fund with an average annual return of 12.8%, which is the Vanguard S&P 500 fund's real performance over the last 10 years.

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

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JUNE 27, 2024

The so-called triple Qs (or "cubes") mirror the performance of the Nasdaq-100 index, which consists of 100 of the biggest companies listed on the Nasdaq stock exchange. The 10 stocks that made the cut could produce monster returns in the coming years. Just brace for above-average volatility.

Exchange-Traded Funds 100

Exchange-Traded Funds Leveraging Mutual Funds Stock Exchanges 100

The Motley Fool

OCTOBER 11, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Good morning, everyone.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

DECEMBER 13, 2023

.* They just revealed what they believe are the ten best stocks for investors to buy right now. That's right -- they think these 10 stocks are even better buys. See the 10 stocks *Stock Advisor returns as of 12/11/2023 This video was recorded on Dec. and Walmart wasn't one of them! I own some myself.

Investing 130

Investing Banks Amortization Mutual Funds 130

Fortune Financial

AUGUST 7, 2023

Do you find yourself longing for new opportunities that can potentially generate higher returns over market cycles? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Do you find yourself longing for new opportunities that can potentially generate higher returns over market cycles? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Big Picture

NOVEMBER 15, 2022

And certainly, we could have a whole conversation about, you know, okay, well, this combination of interest rates and inflation and expected returns on equities is different, and so maybe we need to adjust. It’s like the mutual fund business back in the 80s. RITHOLTZ: Was it like 3,500 stocks to 5,000? NADIG: Yeah.

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Mutual Funds Financing Finance Asset Management 111

ClearMoney

FEBRUARY 21, 2022

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. During the Egyptian revolution of 2011, the Egyptian Stock Exchange closed after January 27 and remained closed for over a month.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Motley Fool

DECEMBER 21, 2024

See the 10 stocks Let's take a closer look at how many shares Berkshire Hathaway investors would own today if they had held on to their shares since they started trading on the New York Stock Exchange. Berkshire Hathaway's stock history For decades, Berkshire Hathaway's stock was only available through over-the-counter markets.

New York Stock Exchange 130

New York Stock Exchange Stock Exchanges Mutual Funds Conglomerates 130

The Motley Fool

DECEMBER 22, 2024

For investors who don't have the time to buy individual stocks, exchange-traded funds ( ETFs ) are a simple way to build a diversified portfolio. ETFs hold baskets of stocks that track certain themes or trends, and they can be actively traded throughout the day. Where to invest $1,000 right now?

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

Invest for high returns with minimal long-term risk Of course, in a perfect world, we could put our retirement savings in moonshot tech stocks and earn 100X returns. This can mean individual stocks, exchange-traded funds (ETFs), or mutual funds -- or some combination of the three.

Taxes 130

Taxes Mutual Funds Exchange-Traded Funds Stock Exchanges 130

The Big Picture

FEBRUARY 25, 2025

Stock Exchange listed. The rate of return magnitude that I’ve been able to accomplish 10 years ago, 15 years ago, I’m not gonna be able to do in 10 or 15 years into the future. So attacking to reaching for higher and higher rate of return. Index funds. And so it made an impression. Order of magnitude.

Investing 64

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