The Motley Fool

FEBRUARY 4, 2025

Just this past year, Buffett sold over $134 billion worth of stocks from Berkshire's portfolio as he saw valuations of some holdings climb to a point where it no longer made sense to remain so heavily invested. of Berkshire's $303 billion portfolio as of this writing, and they may deserve a spot in your portfolio as well.

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The Motley Fool

JANUARY 3, 2025

Zooming out one level, we can now engage in what I call Portfolio-Level Thinking. I'm looking at my portfolio because we can use our Rule Breaker stock traits to find stocks, and we can use our habits as investors to do things like hold on to them. You end up with a portfolio. We can now all of us, see the whole thing.

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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.

Assets 240

Assets Portfolios Exchange-Traded Funds Investing 240

Private Equity Insights

APRIL 3, 2025

The deal includes limited partner positions across 44 US credit funds, with a portfolio diversified across more than 3,000 individual loans and nearly 1,500 borrowersprimarily within the US mid-market. Coller received full general partner approval to acquire the entire portfolio.

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Capital Portfolios Assets Funds 147

Private Equity Insights

APRIL 3, 2025

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & (..)

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Portfolios Capital Funds Companies 147

Private Equity Insights

MARCH 18, 2025

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & (..)

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Private Equity Firms Private Equity Firms Portfolios Stakes 147

Private Equity Insights

FEBRUARY 28, 2025

The deal adds 645 rooms to the private equity real estate firm’s growing hospitality portfolio, reinforcing its presence in key European markets.

Portfolios 147

Portfolios Private Equity Firms Private Equity Firms Asset Management 147

The Motley Fool

MARCH 28, 2025

While it includes 24 holdings, just three stocks represent the lion's share of the portfolio. as of February compared to about 34% in February 2024 -- but Microsoft still represents the largest position in the trust portfolio. As the only tech stock in the portfolio, it offers significant artificial intelligence (AI) exposure.

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The Motley Fool

MARCH 19, 2025

Those subsidiaries generated plenty of cash for building Berkshire's investment portfolio. Today, that portfolio is worth $276 billion and holds positions in 44 stocks. Amazon Amazon, the world's largest e-commerce and cloud infrastructure company, accounts for 0.70% of Berkshire's portfolio. of its portfolio.

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Conglomerates Financial Institutions Banks Stakes 245

The Motley Fool

MARCH 28, 2025

As the "equity" part of the name suggests, the portfolio is based on stocks. And the focus on large-cap stocks, with an active team of human analysts steering the portfolio, also keeps the volatility low. The Equity Premium Income ETF is a pretty unique fund. Consider when Nvidia made this list on April 15, 2005.

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Private Equity Insights

MARCH 12, 2025

HOOPPs public equities portfolio delivered a 17.9% Government bonds remain a key component of HOOPPs portfolio, with total holdings exceeding $40bn at year-end. return in 2024, boosted by private equity and stocks The Healthcare of Ontario Pension Plan (HOOPP) posted a 9.7% gain, while its private equity investments returned 12.7%.

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Returns Pension Funds Liabilities Assets 273

The Motley Fool

MARCH 19, 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. Let me start by discussing how our deep and robust content portfolio is powering growth. Consider when Nvidia made this list on April 15, 2005.

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Leveraging Liabilities Assets Shareholders 245

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

JANUARY 28, 2025

Here are three reasons Medtronic stock may make a great addition to your portfolio right now. What's particularly exciting in 2025 is Medtronic's embrace of artificial intelligence (AI) capabilities across its portfolio. With the stock still trading at 26% below its 2021 peak, there's a sense that the current rally is just beginning.

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Leveraging Portfolios Returns Capital 246

The Motley Fool

MARCH 6, 2025

Berkshire runs a roughly $297 billion equities portfolio and is always looking to deploy cash into well-run companies. Learn More Here are two Buffett stocks to buy hand over fist in March that have stood the test of time in Berkshire's portfolio. Where to invest $1,000 right now? American Express isn't your typical bank.

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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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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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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.

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The Motley Fool

JANUARY 31, 2025

But I also like to look over my existing portfolio to see how much money I've invested in my highest-conviction ideas. But after reviewing my portfolio, I realized I haven't invested new money in Airbnb stock in over three years, and it accounted for less than 2% of my portfolio's value. Buying a new stock is often tempting.

Accounting 233

Accounting Portfolios Debt Investors 233

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

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The Motley Fool

FEBRUARY 28, 2025

These are great dividend stocks to double up on right now, as long as that won't overallocate your portfolio to those positions. The REIT's portfolio of experiential properties (gaming, hospitality, and entertainment destinations) produces very stable cash flow. Vici Properties has many ways to continue expanding its portfolio.

Finance 234

Finance Financing Shareholders Portfolios 234

Private Equity Insights

MARCH 26, 2025

Family Dollar has underperformed within Dollar Trees broader portfolio, prompting the retailer to evaluate alternatives since mid-2023. The divestment comes amid a corporate restructuring effort as the company faces intensifying competition from retail giants like Walmart and online challengers including Amazon, Shein, and Temu.

Capital 241

Capital Funds Portfolios Companies 241

The Motley Fool

DECEMBER 18, 2024

The safest option at this point is to keep Walgreens stock away from your portfolio and just keep it on a watch list for the time being. 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.

Buyout 245

Buyout Private Equity Firms Private Equity Firms Investors 245

The Motley Fool

MARCH 13, 2025

If you're looking for above -average returns, you might want to devote a portion of your portfolio to growth stocks. Accenture is only down about 2% year to date as of this writing, but it's worth considering for your portfolio. Here's a look at several promising ones. Start Your Mornings Smarter!

Exchange-Traded Funds 241

Exchange-Traded Funds Consulting Consultants Financial Services 241

The Motley Fool

MARCH 13, 2025

Commit to holding for a very long time Many of Buffett's best investments have been a feature of his portfolio for many years. Today may not be the right day to invest in something, given your capital, your portfolio's positioning, and your current level of risk exposure. Wake up with Breakfast news in your inbox every market day.

Investing 234

Investing Bidding Assets Taxes 234

The Motley Fool

FEBRUARY 13, 2025

Our ability to grow, defend, and launch products across markets drove 14% operational revenue growth in our companion animal portfolio alongside solid 5% operational revenue growth for our livestock portfolio, reflecting our commitment to shareholders, adjusted net income grew 15% operationally. pet care portfolio. In the U.S.,

Education 243

Education Taxes Leveraging Portfolios 243

The Motley Fool

FEBRUARY 27, 2025

DigitalOcean has a growing portfolio of AI services to meet their needs, which includes data center infrastructure, access to leading third-party models like Meta Platforms ' Llama family, and a generative AI platform that allows customers to seamlessly create their own AI agents without any programming experience.

Finance 259

Finance Financing Shareholders Portfolios 259

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

The Motley Fool

MARCH 19, 2025

If you're feeling nervous about the future of the market, this ETF could help protect 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.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Portfolios 246

Private Equity Insights

MARCH 26, 2025

The new portfolios will blend public equities and bonds with alternatives, including BlackRocks $1.1bn Private Credit Fund and $300m Private Investments Fund. The new portfolios will blend public equities and bonds with alternatives, including BlackRocks $1.1bn Private Credit Fund and $300m Private Investments Fund.

Asset Management 147

Asset Management Assets Portfolios Funds 147

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

JANUARY 6, 2025

See the 10 stocks Within this portfolio, none has gained more attention than SoundHound. I think Nebius' current roadmap is compelling enough for AI investors to consider a position in their portfolio. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now.

Conglomerates 246

Conglomerates Venture Capital Education Stakes 246

The Motley Fool

MARCH 19, 2025

Last year, Viking's market capitalization rose to more than $9 billion due to the hype, which may have appeared excessive for a company without an approved drug in its portfolio. But if you're comfortable with the risk, then perhaps a small allocation to your portfolio may be a good idea. Today's market cap of around $3.5

Portfolios 223

Portfolios Capital Investors Companies 223

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

NOVEMBER 14, 2024

As of this writing, Chainlink trades for just $14, and is typically an afterthought when investors think about which high-risk, high-upside cryptocurrencies should be in their portfolios. But don't sleep on Chainlink. There are two big reasons why it might make a roaring comeback. Consider when Nvidia made this list on April 15, 2005.

Consulting 246

Consulting Consultants Assets Asset Management 246

The Motley Fool

FEBRUARY 4, 2025

See the 10 stocks An unmatched value proposition ExxonMobil CEO Darren Woods showcased the strength of the company's portfolio and strategy when speaking on the fourth-quarter earnings conference call : We are creating unmatched value for our shareholders. That's nearly the same amount as the next largest IOC's total production.

Assets 219

Assets Shareholders Returns Portfolios 219

The Motley Fool

JANUARY 11, 2025

However, Berkshire Hathaway is a clear winner and an excellent stock to buy and hold in a diversified 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.

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Stakes Shareholders Banks Public Companies 246