The Motley Fool

JUNE 23, 2024

Granted, Buffett hasn't directly profited very much from Nvidia's gains via Berkshire's stakes in these two S&P 500 index ETFs. For one thing, Berkshire owns only small positions in the funds -- 39,400 shares of the SPDR ETF and 43,000 shares of the Vanguard ETF. The conglomerate hasn't sold shares of either ETF since then.

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Mutual Funds Exchange-Traded Funds Conglomerates Stakes 246

The Motley Fool

MAY 12, 2024

Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. They're very much like mutual funds, often encompassing a big bunch of securities and charging an expense ratio (fee), yet they trade like stocks, allowing you to buy or sell any time the market is open, from your brokerage account.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Mutual Funds Exchange-Traded Funds 246

The Motley Fool

MARCH 11, 2025

In its most recent look at the numbers, Standard & Poor's reports that 65% of large-cap mutual funds offered to investors in the U.S. Stretching the look-back timeframe out to three years, 85% of these funds lagged their large-cap benchmark. underperformed the S&P 500 last year. It's a reasonable concern.

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Exchange-Traded Funds Mutual Funds Funds Stakes 189

The Motley Fool

AUGUST 25, 2023

Famed mutual fund manager Peter Lynch gets the credit for popularizing "Buy what you know" as a mantra for successful stock picking. Your $2,000 stake should grow nicely in the years to come. Real estate investment trusts (REITs) lend themselves to that strategy. and Vici Properties wasn't one of them!

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Initial Public Offering Mutual Funds Stakes Shareholders 246

The Motley Fool

JULY 12, 2024

It's important to note that this is not an IPO of Bill Ackman's well-known Pershing Square hedge fund, which owns stakes in companies such as Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Chipotle (NYSE: CMG). Rather, Pershing Square USA will be a new closed-end fund.

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Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

NOVEMBER 30, 2023

The fund has an extremely low expense ratio of 0.03%, a dividend yield of 1.62%, and has historically mirrored the performance of the S&P 500 in the strictest sense. The VOO is also widely owned by individual investors, mutual funds, hedge funds, and institutional investors.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Hedge Funds Stakes 246

The Motley Fool

SEPTEMBER 9, 2023

When investors buy Nvidia stock, they're also getting a stake in a mini tech mutual fund of sorts. The fact that Nvidia has sizable investments in various primarily privately held tech companies -- some of them likely to eventually go public -- increases the attractiveness of investing in its stock.

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Mutual Funds Stakes Investors Funds 245

The Motley Fool

APRIL 21, 2024

A Nvidia stock split won't change the underlying value of the company, nor will it alter an investor's proportionate stake in Nvidia. A Dow index membership would mean that mutual funds and exchange-traded funds (ETFs) designed to track the Dow would have to buy shares of Nvidia. Will an Nvidia stock split matter?

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Initial Public Offering Mutual Funds Exchange-Traded Funds Shareholders 246

The Motley Fool

JUNE 29, 2024

Five compelling high-dividend ETFs So consider high-dividend exchange-traded funds (ETFs). They operate much like mutual funds, but they trade like stocks, and some sport solid dividend yields while delivering potential growth, too. Image source: Getty Images. Here are five to look into further -- plus a bonus.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Stakes Funds 246

The Motley Fool

JULY 14, 2024

Number-crunching performed by mutual fund company Hartford indicates that since 1973, S&P 500 stocks with a long history of dividend growth boast an average annual return of just over 10% versus a much more modest annual gain of 4.3% for non-dividend payers, and versus average yearly return of only 7.7%

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Stock Exchanges New York Stock Exchange Mutual Funds Exchange-Traded Funds 245

The Motley Fool

APRIL 23, 2024

As with any investment, reaching such heights likely requires a substantial starting stake and a long-term commitment. While reaching millionaire status with DOT is possible, it's important to be realistic. Additionally, the DOT token's success is tied to the overall adoption of web3 and Polkadot's ability to continue innovating.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Stakes Financing 246

The Motley Fool

MAY 26, 2024

A stake in the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). Consider this: Most trained and experienced mutual fund managers (mutual funds are a lot like ETFs, except they're only bought and sold at the end of any given trading day) typically don't beat the market either. Funds have that problem. Start here.

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Mutual Funds Exchange-Traded Funds Funds Investing 130

The Motley Fool

AUGUST 17, 2024

From this perspective, it's not unlike a mutual fund. A stake in Berkshire Hathaway is in many ways a means of letting Buffett manage your money for you based on his proven, value-minded approach to picking stocks. It's not a stock in the traditional sense. Even that comparison somehow doesn't do it justice.

Mutual Funds 246

Mutual Funds Conglomerates Shareholders Stakes 246

The Motley Fool

SEPTEMBER 22, 2024

But after Nvidia's stratospheric rise, several major hedge funds and technology-focused mutual funds recently took some or all of their Nvidia chips (pun intended) off the table. billion mutual fund based in Edinburgh, Scotland, is regarded as one of the best technology growth stock investors in the world.

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Hedge Funds Mutual Funds Stakes Funds 130

The Motley Fool

DECEMBER 2, 2024

The Berkshire Hathaway you don't know There's the Berkshire you know; it holds stakes in a bunch of publicly traded companies including Apple , Coca-Cola , and Bank of America. The fact is, however, Berkshire is less like a mutual fund than perceived. It also invests in ways that most mutual fund managers simply can't.

Mutual Funds 130

Mutual Funds Conglomerates Exchange-Traded Funds Banks 130

The Motley Fool

JULY 27, 2024

Here's an intriguing headline: " Warren Buffett's Berkshire trims Bank of America stake for the first time since 2019 after strong rally." Or, in the case of, say, a mutual fund, it might sell shares in order to generate some cash with which to cover withdrawals from the fund.

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Banks Mutual Funds Stakes Prospects 211

The Motley Fool

JUNE 28, 2024

Legendary investor Peter Lynch earned 29% annualized returns as a mutual fund manager in the 1980s. He was famous for his shopping-mall investment strategy, where he would buy stakes in emerging brands before they were household names. As these small companies grew into larger ones, the stock price followed.

Initial Public Offering 189

Initial Public Offering Mutual Funds Stakes Stock Market 189

The Motley Fool

JANUARY 2, 2024

Compare this strategy with going the active route and giving your money to a mutual fund manager. And to add insult to injury, over a 10-year period, 85% of these funds lagged the S&P 500. Remember, owning an index fund means you have an indirect ownership stake in all of those businesses.

Mutual Funds 189

Mutual Funds Funds Investing Stakes 189

The Motley Fool

JANUARY 30, 2024

The typical minimum company-based contribution is on the order of 3%, although mutual fund company Fidelity says most employers will pony up between 4% and 5% of workers' salaries as matching 401(k) contributions. Discouraged?

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Mutual Funds Accounting Legal Stakes 246

The Big Picture

APRIL 6, 2023

Ever see those IR stories announcing a firm is “increasing its exposure” or “boosting our stake” or “unloading shares” in a given company? Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Absolutely not.

Mutual Funds 111

Mutual Funds Hedge Funds Stakes Financial Institutions 111

The Motley Fool

JANUARY 17, 2025

That was his 6% stake at the time and he tells the story on the Mailbag on Rule Breaker Investing a couple weeks ago of what happened. He said he always felt comfortable because it was diversified, it was a huge stake in Microsoft. Microsoft was just a 6% stake back in the day. One of those stocks was Microsoft.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Motley Fool

FEBRUARY 13, 2025

Most of those holdings are in the form of equity mutual funds rather than individual equities; only about one-fifth of families living in the United States own individual stocks. And, in most cases these funds are found within a retirement account. adults own stocks. million after 35 years. That's a doable plan for most people.

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Mutual Funds Stock Market Stock Market Accounting 130

The Motley Fool

JULY 11, 2024

They contain the same investments in roughly the same quantity, so when the index does well, the fund does well, too. All funds require some oversight from managers who monitor the funds' performance and buy and sell assets as needed. Index funds give you an ownership stake in dozens of companies or even hundreds.

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Funds Mutual Funds Stakes Shareholders 130

Private Equity Insights

JULY 21, 2023

Last October, KKR took a minority stake in the skin care and body care company SkinSpirit. percent stake in Wella to IGF Wealth Management for $150 million. Read more K-Fashion Platform Company Secures $130m in Series C Funding Led by KKR The Seoul-based online fashion platform Musinsa has raised $130 million in a series C funding.

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Companies Funds Mutual Funds Private Equity Firms 130

The Motley Fool

MAY 1, 2024

And one of the best ways to do that is with a stake in the S&P 500 ETF Trust (NYSEMKT: SPY). Standard & Poor's keeps close tabs on all major mutual funds , regularly reporting how many of them outperform their benchmark indexes. Last year, for instance, only a little over 40% of large-cap funds available to U.S.

Mutual Funds 130

Mutual Funds Investing Exchange-Traded Funds Funds 130

The Motley Fool

MARCH 22, 2024

Securities: These are investment products like stocks, bonds, and mutual funds. The SEC also argues that proof-of-stake (PoS) cryptos offer a reasonable expectation of profits. Staking means participants can tie up their coins and earn rewards for contributing to the network.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Mutual Funds Stakes 130

Pension Pulse

OCTOBER 9, 2024

The OFS, aimed at reducing KKR’s stake from 21.17% to 3.85%, was oversubscribed nearly two times, reflecting strong investor confidence. This attracted participation from prominent institutional investors such as L&T , HSBC Global Asset Management , SBI Life Insurance , and Aditya Birla Mutual Fund. billion (~$67.5

Stakes 64

Stakes Mutual Funds Bidding Assets 64

Private Equity Wire

AUGUST 29, 2023

Tiger Global sells remaining Zomato stake in $136m deal Submitted 29/08/2023 - 11:34am US-based investment firm Tiger Global has sold its remaining stake in Indian food delivery firm Zomato in a deal valued at INR11.24bn ($136.08m), according to a report by Reuters citing exchange data. Tiger Global disposed of a total of 123.5

Stakes 52

Stakes Mutual Funds Investment Firms Funds 52

The Motley Fool

AUGUST 30, 2024

An S&P 500 index fund tracks the S&P 500 (SNPINDEX: ^GSPC) , so it includes the same stocks as the index and aims to mirror its performance over time. The companies within the S&P 500 are among the largest and strongest in the world , and by investing in this type of index fund, you'll own a stake in all 500 of these businesses.

Hedge Funds 130

Hedge Funds Mutual Funds Investing Stock Market 130

The Motley Fool

FEBRUARY 25, 2024

Mutual funds impose both; many CDs and bonds require investors to deposit $500 or more. Some fractional share brokers let you take a stake in big companies like Costco and Apple for as little as $1. Image source: Getty Images So you want to invest a bit of savings. There's one problem: The free market isn't so free after all.

Investing 130

Investing Mutual Funds Management Fees Banks 130

The Motley Fool

SEPTEMBER 28, 2024

The key to understanding Berkshire Hathaway is that it is so large and diversified that it is very similar to a mutual fund. What's interesting right now is that Berkshire Hathaway has been selling large stakes in some of its big winners, including Apple (NASDAQ: AAPL) and Bank of America (NYSE: BAC).

Mutual Funds 130

Mutual Funds Banks Stakes Assets 130

The Motley Fool

DECEMBER 6, 2024

Warren Buffett takes a bite of Domino's In mid-November, large hedge funds, mutual funds, and holding companies file their 13F filings , disclosing their buys and sells made during the prior quarter. disclosed it had taken a stake in Domino's during the third quarter.

Mutual Funds 100

Mutual Funds Hedge Funds Conglomerates Stakes 100

The Motley Fool

MARCH 26, 2024

They fly under the radar of many institutional investors because legal constraints prevent most mutual funds and ETFs from investing in these entities. Another pipeline company like Enterprise Products Partners or a private equity fund might seek to acquire the entire company rather than simply buying Occidental's stake.

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Investors Taxes Mutual Funds Legal 130

The Motley Fool

JULY 16, 2024

Planning for retirement can feel like a high-stakes game, but choosing the right investments doesn't have to be stressful. Consider some exchange-traded funds (ETFs) that track the performance of a robust market index. These index ETFs come with the superpowers of reliable performance, low management fees, and solid dividend payments.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Banks 130

The Motley Fool

MARCH 7, 2024

Most notably, the company acquired a majority stake in a start-up called Cruise back in 2016. In fact, famed mutual fund investor Ron Baron has gone as far as to say the super-compute capability behind Tesla's autonomous driving unit, called Dojo, could be a $1 trillion business itself.

Mergers and Acquisitions 130

Mergers and Acquisitions Mutual Funds Stakes Prospects 130

The Motley Fool

MARCH 23, 2024

It's an often-forgotten detail about Berkshire Hathaway, but it's not a mutual fund. Just as the name suggests, private equity firms supply promising up-and-coming companies with capital, usually in the form of a loan, but sometimes in exchange for an equity stake in a company. Ordinary investors can't make such deals.

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Private Equity Firms Private Equity Firms Conglomerates Prospects 130

Advent International

MARCH 4, 2024

Ananya Birla will continue to have a significant majority stake. Upon completion of the proposed transaction and merger with Chaitanya, the combined entity will be amongst the largest non-banking microfinance companies in India. The current promoter group led by Ms.

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98