The Motley Fool

FEBRUARY 3, 2024

Dave Meyer is the VP of growth and analytics at BiggerPockets and the author of Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom. Risk mitigation strategies for real estate investors. Easy to start out with when you've got one property or just a small portfolio of stocks.

Investors 246

Investors Passive Investors Accredited Investors Portfolios 246

The Big Picture

JANUARY 14, 2023

She explains why so much of ESG portfolio is misguided — instead of focusing on driving good outcomes, some ESG proponents are more concerned with negative screening. Instead, she wants investors to engage with these companies. Grancio believes that even passive investors should vote their shares.

Leveraged Buyouts 110

Leveraged Buyouts Passive Investors Buyout Leveraging 110

The Motley Fool

OCTOBER 22, 2024

For those who prefer a hands-off approach, Vanguard offers a range of exchange-traded funds (ETFs) that can form the backbone of a solid investment portfolio. Let's explore two Vanguard ETFs that are particularly well-suited for set-and-forget investors. This ETF is a favorite among passive investors for good reason.

Investors 130

Investors Fee Structure Exchange-Traded Funds Passive Investors 130

The Motley Fool

APRIL 28, 2024

As long as this overperformance continues, more passive investors might want to look at the VanEck Retail ETF instead of comparable funds or individual retail stocks. While it may charge a higher expense ratio, its managers have shown this ETF can outperform the market over time, making the extra cost worthwhile.

Exchange-Traded Funds 130

Exchange-Traded Funds Passive Investors Prospects Funds 130

The Motley Fool

MARCH 30, 2024

It's a small business, and thus a small position in my portfolio. I'm more than content to wait and see as a passive investor in this promising company. Should you invest $1,000 in DigitalOcean right now? The 10 stocks that made the cut could produce monster returns in the coming years.

Passive Investors 130

Passive Investors Education Debt Accounting 130

The Motley Fool

MAY 3, 2024

The market reaction this week has given interested investors a good opportunity to try to play that booming cycle. Passive investors might not react well to the inevitable continued volatility. But for those who are highly involved, hands-on investors, it could be a good time to take a position in Super Micro Computer.

Passive Investors 100

Passive Investors Returns Investors Portfolios 100

The Motley Fool

APRIL 12, 2024

The fund is actively managed, so Wood and her team of experts adjust the portfolio as necessary, which is convenient for passive investors. of the total value of its portfolio: Stock Ark Innovation Portfolio Weighting Tesla 9.75% Coinbase 9.75% Roku 7.52% UiPath 6.77% CRISPR Therapeutics 5.78% Data source: Ark Invest.

Investing 100

Investing Exchange-Traded Funds Passive Investors Portfolios 100

The Motley Fool

APRIL 9, 2024

Passive investors, especially retirees, need to consider all of these factors. If you want reliable, worry-free passive income for the foreseeable future, consider Costco Wholesale (NASDAQ: COST). Other features of top dividend stocks include consistent growth over time, reliability, and strong company performance.

Passive Investors 100

Passive Investors Shareholders Returns Investors 100

The Motley Fool

JUNE 28, 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. When you're looking out in the marketplace and you're looking to build out that portfolio, what are you looking for in an acquisition?

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Consulting Consultants Banks Companies 100

Blackstone

NOVEMBER 16, 2023

The traditional 60/40 portfolio provided insufficient diversification, as the stock-bond correlation turned positive in October 2022. 3 These conditions have many investors wondering where else they can go. And history tells us that private credit can bring meaningful diversification to portfolios, including the 60/40.

Leveraging 52

Leveraging Debt Banks Leveraged Buyouts 52

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. You’re suggesting passive is creating less efficiency.

Hedge Funds 69

Hedge Funds Assets Asset Management Capital 69

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Passive investors have no opinion about value. Because I view myself as an analyst first.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

FEBRUARY 1, 2025

Passive investors should consider buying shares of the Invesco S&P 500 Equal Weight ETF as a means of hedging against the historically high concentration in the S&P 500. So, I would personally keep a larger portion of my portfolio in a traditional S&P 500 index fund and individual stocks.

Funds 242

Funds Passive Investors Investment Banks Investment Banking 242

The Motley Fool

MARCH 1, 2025

This year, he said, "Our goal is to communicate with you in a manner that we would wish you to use if our positions were reversed -- that is, if you were Berkshire's CEO while I and my family were passive investors, trusting you with our savings." His job is not to speculate in equities or focus exclusively on the equity portfolio.

Passive Investors 130

Passive Investors Shareholders Portfolios Returns 130

The Motley Fool

APRIL 16, 2025

Apple, to me, has now hit the steady state where the story that I'm telling and the story that the market is telling are close enough that it can be one of those investments I can put into the middle of my portfolio and let it ride. In fact, this is a piece I wrote to talk about concentrated portfolios versus more diversified portfolios.

Investing 130

Investing Mutual Funds Taxes Hedge Funds 130

The Motley Fool

FEBRUARY 12, 2025

In addition to Fourmile, we are continuing to expand our significant brownfields portfolio in Nevada. We're also expanding our footprint in priority belts across Houston United States for both gold and copper assets, which includes the ongoing consolidation of an exciting portfolio in Western Nevada.

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Assets Shareholders Capital Financing 130

The Big Picture

MARCH 14, 2023

And our marketing materials, if you go back and look, our marketing materials from 2009, ’10, ’11, ‘12, you’ll see little things about what we call fire extinguishers that we’ve put in the portfolio, things you could pull off the wall in case there was an emergency, to put out the fire in the portfolio. BERNSTEIN: Exactly.

Banks 64

Banks Portfolios Assets Investment Banking 64

The Big Picture

NOVEMBER 23, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Taylor Sheridan shows airing this Sunday—a feat for the prolific creator that deserves its own name. ( The Ringer ) Be sure to check out our Masters in Business interview this weekend with Corey Hoffstein , CEO/CIO Newfound Research.

Exchange-Traded Funds 64

Exchange-Traded Funds Passive Investors Assets Returns 64

The Motley Fool

MAY 6, 2024

The case for adding commodities to a retirement portfolio. Because you brought up this point of the demographic time bomb, which is baby boomers, they start moving money out of stocks that go into maybe that traditional 60, 40 portfolio, maybe not investing deeper into bonds, maybe some other areas. Those are growth stocks and bonds.

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Assets Banks Hedge Funds Consulting 130