The Motley Fool

NOVEMBER 26, 2024

The foundation's trust includes an equity portfolio worth around $45 billion, as of this writing. Notably, about two-thirds of the portfolio is concentrated in just three stocks. Microsoft (27%) The company Gates founded nearly 50 years ago holds the top spot in his foundation's portfolio. Let's take a closer look at each one.

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The Motley Fool

NOVEMBER 25, 2024

The Vanguard Mega Cap Growth ETF (NYSEMKT: MGK) has nearly half of its portfolio invested in four of America's largest tech stocks. of the value of its portfolio, followed by the consumer discretionary sector at 20.3%. Portfolio weightings are accurate as of Oct. In fact, its top four holdings alone represent 45.1%

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The Motley Fool

NOVEMBER 24, 2024

It's easy to get caught up in the excitement when your portfolio is in the green, dreaming about how much higher it could go. By prioritizing value over hype, you can build a portfolio that grows steadily and withstands the test of time. But markets are cyclical, and what goes up often comes down just as quickly.

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The Motley Fool

DECEMBER 13, 2024

In addition to its collection of partly and fully owned private subsidiaries, Buffett's company owns a portfolio of publicly traded stocks that's currently worth $300.5 Investors who dive into the breakdown of Berkshire's portfolio may notice that the portfolio is actually heavily concentrated around a relatively small number of holdings.

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The Motley Fool

DECEMBER 17, 2024

Ackman's activist investor strategy requires a highly concentrated portfolio. billion portfolio is invested in just three companies. See the 10 stocks Ackman's focus on long-term value makes all three of these stocks potential candidates for individual portfolios. As a result, over 45% of Pershing Square's $13.4 stock indexes.

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The Motley Fool

DECEMBER 4, 2024

Berkshire Hathaway has a stock portfolio that's worth roughly $300 billion. Shopify (NYSE: SHOP) , eBay (NASDAQ: EBAY) , and Nvidia (NASDAQ: NVDA) are three tech companies that have portfolios of their own, as well. The company likely couldn't have done this without its investment portfolio. In addition to the $1.9

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The Motley Fool

DECEMBER 22, 2024

Along with a variety of top stocks like Apple and Coca-Cola , there's another investment Buffett includes in his portfolio. Let's take a closer look at this Buffett-approved investment to add to your portfolio now and potentially score a win from later. He's even recommended this one as a great buy for nonprofessional investors.

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The Motley Fool

DECEMBER 4, 2024

So should it be in your portfolio in 2025? The one that's on my radar right now is Bittensor (CRYPTO: TAO) , an artificial intelligence (AI) crypto token. It's up 30% over the past 30 days, and 137% for the year, so it's running neck and neck with Bitcoin right now. What is Bittensor?

Portfolios 246

Portfolios Exchange-Traded Funds Investing Funds 246

The Motley Fool

DECEMBER 14, 2024

In a recent clinical trial, cancer drug ivonescimab outperformed Keytruda, which has been a cornerstone of healthcare giant Merck 's portfolio for years, bringing in billions in revenue. The reason investors are valuing the company so highly is that it potentially has a huge blockbuster drug in its pipeline.

Portfolios 246

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The Motley Fool

JANUARY 16, 2025

You don't have to build a fancy stock portfolio. Have you ever thought about setting up a portfolio with a promising mix of exchange-traded funds (ETFs)? This is a great starting point for any portfolio, providing a strong foundation and plenty of stability. There is absolutely nothing wrong with that approach.

Exchange-Traded Funds 234

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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.

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The Motley Fool

JANUARY 9, 2025

of the total value of its portfolio. of the Vanguard ETF: Stock Vanguard ETF Portfolio Weighting 1. Portfolio weightings are accurate as of Nov. This spectacular portfolio of stocks comes at a very low cost. Those three names alone make up a combined 32.7% Apple 11.52% 2. Nvidia 10.68% 3. Nvidia 10.68% 3.

Exchange-Traded Funds 245

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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.

Portfolios 246

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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.

Asset Management 246

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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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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 244

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The Motley Fool

DECEMBER 13, 2024

Here's why adding these stocks to a diverse portfolio looks like a smart move right now. Carey have been under pressure since the company spun off its office-building portfolio in 2023. The company leases its huge portfolio of 1,430 properties to around 346 tenants. Carey Shares of W.P. Carey stock offers investors a juicy 6.3%

Accounting 245

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The Motley Fool

JANUARY 16, 2025

If you have some extra cash to invest right now, Berkshire's stock portfolio is a great place to look for inspiration. American Express American Express (NYSE: AXP) has been a constant holding in Berkshire's portfolio for more than 30 years. Where to invest $1,000 right now? Consider when Nvidia made this list on April 15, 2005.

Conglomerates 241

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The Motley Fool

DECEMBER 14, 2024

Because of that, most investors likely would only want to own one of them in their portfolio. Pondering their portfolios Realty Income and NNN REIT have very similar business models. However, there are a couple of key differences between their portfolios. Realty Income has a much larger and more diversified portfolio.

Leveraging 243

Leveraging Debt Taxes Portfolios 243

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.

Portfolios 246

Portfolios Accounting Returns Investors 246

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

DECEMBER 23, 2024

million the company holds in common and preferred equity, PennantPark's $1.984 billion portfolio is spread across 158 investments. billion debt portfolio is first-lien secured. non-accrual rate, relative to the overall portfolio cost, as of Sept. For example, if you include the $234.1 To build on this point, all but $2.7

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

DECEMBER 14, 2024

What should you do to keep your portfolio safe? Regardless of whether you think a market crash is going to happen next year, it's never a bad idea to periodically evaluate your portfolio to see if there are better investing opportunities to consider. Trying to time the market can result in you missing out on gains by waiting.

Exchange-Traded Funds 246

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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.

Exchange-Traded Funds 244

Exchange-Traded Funds Accounting Portfolios Returns 244

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.

Banks 246

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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.

Debt 246

Debt Portfolios Investors Returns 246

The Motley Fool

JANUARY 16, 2025

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. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, youd have $834,951 !*

Returns 241

Returns Portfolios Investors Investing 241

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 246

Exchange-Traded Funds Stock Market Stock Market Funds 246

The Motley Fool

DECEMBER 13, 2024

Their administrators build a basket of stocks, and when investors purchase shares of the ETFs, they gain exposure to many stocks at one time, and for a fraction of what it would cost -- in both time and money -- to assemble the full portfolio themselves. Consider when Nvidia made this list on April 15, 2005.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Stock Market Stock Market 246

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

JANUARY 16, 2025

Is Verizon's stock likely to continue producing lackluster returns for investors in the future, or can this be a good contrarian pick to add to your portfolio today? It has typically underperformed the market, and in five years it has declined by 36%. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day.

Debt 246

Debt Returns Portfolios Investors 246

The Motley Fool

DECEMBER 11, 2024

Buffett's company Berkshire Hathaway owns several high-yielding stocks in its portfolio. of Berkshire's massive $300 billion-plus equities portfolio. Passive income can compound into vast sums of wealth and make money productive as investors wait for a stock to appreciate. We overpaid for Kraft." KHC Dividend Yield data by YCharts.

Exchange-Traded Funds 237

Exchange-Traded Funds Debt Shareholders Capital 237

The Motley Fool

JANUARY 10, 2025

If you're not a shareholder now, I'd only add a small position size (no more than 1%) to your portfolio if you believe in the business. If it doesn't, then it won't have a massive effect on your overall portfolio value. If UiPath rebounds, you'll still make a solid profit. Should you invest $1,000 in UiPath right now?

Shareholders 242

Shareholders Portfolios Returns Investors 242

Private Equity Insights

JANUARY 16, 2025

Ardians secondary platform focuses on acquiring stakes in existing private equity funds and portfolios, offering liquidity to institutional investors looking to rebalance their holdings. By targeting a variety of geographies and sectors, the firm aims to build a well-diversified portfolio that aligns with investor goals.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Pension Funds Stakes 147

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.

Funds 238

Funds Shareholders Portfolios Returns 238

The Motley Fool

JANUARY 16, 2025

That is not a minor fact to consider when considering Chevron for your portfolio. 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. Where to invest $1,000 right now?

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