The Motley Fool

NOVEMBER 16, 2024

The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio. To be clear, Nvidia has not added to its stake this year. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

NOVEMBER 23, 2024

A look at their portfolios Realty Income and Agree Realty have similar real estate portfolios since they focus on owning freestanding net lease retail properties. However, there are some key differences between their portfolios. of its portfolio. Agree Realty has a much smaller portfolio. of its annual base rent.

Leveraging 246

Leveraging Taxes Portfolios Returns 246

The Motley Fool

NOVEMBER 26, 2024

If you are trying to build a million-dollar portfolio, this energy giant could help you get there. It would be understandable if investors saw all of these positives and thought about adding ConocoPhillips to their portfolios, perhaps hoping that stock gains would follow. But you won't want to go all-in on this stock.

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Portfolios Investors Returns Companies 246

The Motley Fool

DECEMBER 4, 2024

The difference is even larger when you look at portfolio size, with Realty Income's portfolio containing more than 15,400 properties and W.P. The market cap comparison is a cleaner one, since the portfolios of these two net lease real estate investment trusts are very different. Carey's just 1,400 or so.

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Asset Management Assets Shareholders Leveraging 246

The Motley Fool

DECEMBER 12, 2024

But what investors are really eager to find out is if the company may have a GLP-1 weight loss pill in its portfolio in the near future. Eli Lilly's sales and profit growth has been impressive Eli Lilly has a solid roster of products in its portfolio already, with Mounjaro and Zepbound leading the charge.

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Portfolios Accounting Returns Investors 243

The Motley Fool

NOVEMBER 25, 2024

The company has a diversified commercial real estate portfolio featuring retail properties, which makes up 79.4% It has a well-diversified portfolio of high-quality properties that are operationally critical to its tenants. The company has been slowly rebuilding its portfolio and shareholder payout. and Europe.

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Taxes Portfolios Shareholders Companies 246

The Motley Fool

NOVEMBER 29, 2024

However, there are dozens of great ETFs in Vanguard's portfolio, and some of them could be very big winners over the next few years. yield, and a portfolio of top-notch companies that pay above-average dividend yields. Vanguard is known for its low-cost ETFs, especially its extremely popular Vanguard S&P 500 ETF.

Banks 243

Banks Assets Taxes Portfolios 243

The Motley Fool

DECEMBER 4, 2024

Investors who don't have exposure to those artificial intelligence (AI) giants in their portfolios have probably underperformed the S&P 500 by a wide margin in 2024. of the value of its portfolio, so it's highly concentrated. Stock Roundhill ETF Portfolio Weighting 1. Portfolio weightings as of Dec. Nvidia 7.28% 2.

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Exchange-Traded Funds Portfolios Funds Returns 228

The Motley Fool

NOVEMBER 13, 2024

Dividend 100 Index ) that uses a set screening approach to create a portfolio of 100 stocks. The portfolio is rebalanced annually. SCHD data by YCharts Moreover, the portfolio, with 100 stocks in it, is larger than most small investors could easily manage on their own. Why is the Schwab U.S. The Schwab U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Debt Portfolios 246

The Motley Fool

DECEMBER 1, 2024

A properly diversified portfolio should contain at least 25 to 30 stocks, and not everyone has the time or interest to build a personally customized set of investments. Its three largest holdings are Apple, Nvidia, and Microsoft, but they comprise a larger percentage of the portfolio compared to the other ETFs on this list.

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Exchange-Traded Funds Funds Portfolios Returns 246

The Motley Fool

DECEMBER 1, 2024

It holds 182 stocks from 12 different sectors, but the tech sector represents the largest chunk of its portfolio by far, with a weighting of 58%. of its portfolio. The top three holdings in the Vanguard ETF are in the technology sector, and they account for over one-third of the value of its entire portfolio on their own.

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Exchange-Traded Funds Accounting Portfolios Returns 244

The Motley Fool

DECEMBER 4, 2024

Ortberg's portfolio evaluation Another source of improvement in the investment narrative around the stock comes from Ortberg's evaluation of what businesses are core and non-core at Boeing. He was clear on the earnings call that he needs to streamline "the portfolio to do what we do well." Image source: Getty Images.

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Debt Portfolios Investors Returns 246

The Motley Fool

NOVEMBER 9, 2024

Federal Realty is the king of REITs If you are in retirement and you are trying to live off of the dividends your portfolio throws off, perhaps dividend growth and turnaround stories aren't your cup of tea. It favors quality over quantity, with a portfolio that only has around 100 properties. Dividend reliability might be paramount.

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Taxes Portfolios Shareholders Investors 246

The Motley Fool

NOVEMBER 28, 2024

Could this be a great time to add the high-powered healthcare stock to your portfolio? Eli Lilly is a top healthcare company with an extremely promising drug in tirzepatide in its portfolio, which has the potential to best the best-selling drug ever, with analysts estimating that its peak annual sales could top more than $50 billion.

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The Motley Fool

DECEMBER 1, 2024

Looking beyond Berkshire Hathaway's public equity portfolio The Vanguard Mega Cap Value ETF is chock-full of excellent value stocks, many of which pay dividends. of Berkshire's public equity portfolio. trillion at the time of this writing, with its public equity portfolio valued at $298.2 Image source: Getty Images.

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Banks Exchange-Traded Funds Investing Public Companies 245

The Motley Fool

DECEMBER 12, 2024

With the right investment, it's possible to build a portfolio worth hundreds of thousands of dollars or more. 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.

Exchange-Traded Funds 241

Exchange-Traded Funds Stock Market Stock Market Funds 241

The Motley Fool

NOVEMBER 22, 2024

A powerhouse for your portfolio If you're looking for a growth ETF with a proven track record, the Schwab U.S. Number of Years Total Portfolio Value: 10% Avg. Annual Return (Market Average) Total Portfolio Value: 12% Avg. Annual Return Total Portfolio Value: 14% Avg. Here's how. Image source: Getty Images.

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Exchange-Traded Funds Funds Stock Market Stock Market 246

The Motley Fool

NOVEMBER 11, 2024

Over the long run, investors can expect a balanced portfolio of stocks to outperform inflation. But the purchasing power of your retirement portfolio will be greater in periods of low inflation relative to high inflation, all things being equal. Your retirement account doesn't get a COLA -- it gets whatever returns the market offers.

Accounting 246

Accounting Finance Financing Portfolios 246

The Motley Fool

NOVEMBER 30, 2024

Nvidia is now the largest position in AQR's portfolio. Nvidia is the second largest position in Citadel's portfolio, excluding options contracts and index funds. Nvidia is the largest holding in Schonfeld's portfolio, excluding index funds. Meanwhile, he added 719,710 shares of Nvidia, upping his position by 5%.

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Stakes Shareholders Prospects Portfolios 245

The Motley Fool

NOVEMBER 29, 2024

Investors who believe the company is still in the early stages of a long-term global opportunity could consider adding the stock to a diversified portfolio. In my view, shares of IBM within a diversified portfolio should continue to reward shareholders. The attraction of IBM today as an investment is its diversified tech profile.

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Bidding Leveraging Shareholders Portfolios 245

The Motley Fool

NOVEMBER 13, 2024

Most portfolio managers emphasize concepts found in textbooks such as valuation multiples or intrinsic value. However, to her credit, she balances Ark's portfolio with some exposure to larger, more established opportunities as well. Wood is different. Why might Wood be trimming Ark's Tesla position?

Exchange-Traded Funds 246

Exchange-Traded Funds Hedge Funds Finance Financing 246

The Motley Fool

NOVEMBER 12, 2024

A properly constructed investment portfolio should do just fine over the long run, regardless of what the market does over the next few months or years. Third, invest your money in a portfolio of low-cost index funds. Alternatively, use a broker with a robo-advisor service that can construct an appropriate portfolio automatically.

Stock Market 242

Stock Market Accounting Stock Market Taxes 242

The Motley Fool

DECEMBER 13, 2024

It's been a part of the Berkshire Hathaway portfolio for 30 years, and today it's the second-largest position behind Apple , accounting for 15.2% of the Berkshire Hathaway portfolio. Warren Buffett watchers know that American Express (NYSE: AXP) is one the investing legend's favorite stocks. of the total. Berkshire Hathaway owns 21.5%

Banks 244

Banks Accounting Shareholders Portfolios 244

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

NOVEMBER 22, 2024

And o ne of the best income-generating investments to consider for your portfolio today is the JPMorgan Equity Premium Income ETF (NYSEMKT: JEPI). Does JEPI belong in your portfolio? Investing in an ETF can give you exposure to dozens, even hundreds or thousands of stocks, without needing to worry about picking individual stocks.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Funds Returns 246

The Motley Fool

NOVEMBER 21, 2024

But there is another investment in Buffett's portfolio that makes an ideal pick at a time when you may worry about which individual stocks to select. In fact, Buffett strongly recommends that investors include this particular type of asset in their portfolios, because it represents a bet on strong American businesses.

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Assets Funds Portfolios Shareholders 233

The Motley Fool

DECEMBER 4, 2024

Let's examine three outstanding dividend-growth stocks that exemplify these crucial qualities, making them ideal candidates for a retirement portfolio. When combined thoughtfully in a diversified portfolio, these tier 1 dividend-growth stocks should help power your retirement income for the long term. payout ratio.

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Funds Shareholders Portfolios Returns 233

The Motley Fool

NOVEMBER 10, 2024

One way to incentivize yourself to invest for the long term is to hold income-generating investments in your portfolio. And even though it's focused on dividend growth, tech stocks account for 24% of the portfolio's total weight, making that the largest sector, with financial stocks being in the second spot with a 20% representation.

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Investors Funds Exchange-Traded Funds Prospects 246

The Motley Fool

NOVEMBER 15, 2024

With an ETF, you don't have to worry about picking stocks or updating your portfolio to reflect the latest trends. Since it's a collection of the top stocks in the world, it is an easy way for even novice investors to grow their portfolios in the long run. Buffett told CNBC in 2017: "The trick is not to pick the right company.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Returns Stock Market 246

The Motley Fool

NOVEMBER 16, 2024

of the total value of its portfolio, but they are among the key players in the AI industry: Stock iShares ETF Portfolio Weighting 1. Portfolio weightings are accurate as of Nov. That's why it's a good idea for investors to own the iShares ETF as part of a balanced portfolio of other funds or individual stocks.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Returns Funds 246

The Motley Fool

NOVEMBER 24, 2024

Headwinds facing their office property portfolios forced the REITs to reduce their dividends. While the portfolio's diversification will help mute some risk, it owns a basket of generally higher-risk dividend stocks. That's exactly what has happened to Gladstone Commercial and Brandywine Realty in recent years.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Financial Services Portfolios 246

The Motley Fool

NOVEMBER 21, 2024

The window to position investment portfolios for this seismic shift is narrowing. The fund's top holdings read like a who's who of AI leaders, with Microsoft , Apple , and Nvidia comprising over 44% of the portfolio at present. What's more, the fund's portfolio spans the entire AI ecosystem. Image Source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Funds Portfolios 246

The Motley Fool

NOVEMBER 26, 2024

Chevron has invested in quality over quantity, giving it a diversified asset portfolio that can break even at lower oil prices. The vast majority of its portfolio is in one region -- the Permian Basin. It also doesn't have a balance sheet as strong as Chevron's. In 2020, Oxy slashed its dividend to just $0.01 per share per quarter.

Stakes 245

Stakes Leveraging Banks Debt 245

The Motley Fool

NOVEMBER 12, 2024

However, if you look at some of the stocks they own, it's clear that some of their portfolio is exposed to the AI trend. This is mostly based on the companies in his portfolio choosing to pursue AI rather than Buffett and Berkshire choosing to pursue AI companies. of Berkshire's total portfolio.

Portfolios 246

Portfolios Returns Return On Investment Accounting 246

The Motley Fool

NOVEMBER 9, 2024

Many sources of passive income require some level of activity, like managing a rental property or portfolio of stocks. It does that by holding an underlying equity portfolio selected by the fund's managers based on data science and fundamental research. Others are as passive as they come.

Exchange-Traded Funds 246

Exchange-Traded Funds Asset Management Assets Funds 246

The Motley Fool

NOVEMBER 23, 2024

Whether you prefer growth stocks, value stocks, dividend stocks, or a mixture of investments in your portfolio, price should only be one factor you consider when determining which businesses to add. Dividends can be a great way to increase your returns with time while giving you extra capital to reinvest or keep in your portfolio.

Initial Public Offering 241

Initial Public Offering Shareholders Portfolios Accounting 241

The Motley Fool

NOVEMBER 12, 2024

Ethereum and portfolio diversification The above paints a pretty grim picture for Ethereum. But there is still a very good reason to invest in it right now: portfolio diversification. The more diversified your portfolio is, the better the chances that you will be able to weather future market downturns.

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Investors Exchange-Traded Funds Hedge Funds Assets 246