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 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 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

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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

Portfolios Investing Returns Assets 246

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

Exchange-Traded Funds Consultants Consulting Funds 245

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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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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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 244

Banks Assets Taxes Portfolios 244

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

Accounting Portfolios Debt Shareholders 245

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.

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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 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 233

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

Exchange-Traded Funds Stock Market Stock Market 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

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 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.

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Buyout Private Equity Firms Private Equity Firms Investors 245

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 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?

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Shareholders Portfolios Returns Investors 242

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.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Stock Market Stock Market 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%.

Stakes 245

Stakes Shareholders Prospects Portfolios 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 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 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

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

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

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

DECEMBER 19, 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. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, youd have $799,099 !*

Returns 245

Returns Portfolios Investors Investing 245

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 246

Banks Accounting Shareholders Portfolios 246

The Motley Fool

DECEMBER 14, 2024

Berkshire Hathaway , the conglomerate long headed by Warren Buffett, owns dozens of stocks in its massive public equities portfolio. One unstoppable financial stock with a 15% weighting in the Oracle of Omaha's portfolio has soared 58% in 2024 (as of Dec. Investors would be wise to look here for potential buying opportunities.

Conglomerates 241

Conglomerates Financial Services Banks Portfolios 241

The Motley Fool

DECEMBER 15, 2024

Based on this, here are three things you should do before 2025 to ensure the strength of your portfolio, no matter what happens next in the market. A general guideline is that cash should make up 2% to 10% of your portfolio. As for an exact cash level, this depends on your investing timetable and overall budget. You shouldn't either.

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Exchange-Traded Funds Banks Taxes Stock Market 236