The Motley Fool

JULY 2, 2023

Here are three stocks that will be worth adding to your portfolio even when the market takes its next downturn. That's when companies like Walmart (NYSE: WMT) shine. Walmart has been a market-beating stock over its lifetime as a public company.

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The Motley Fool

DECEMBER 15, 2024

Below is the pitch for why each should continue delivering fantastic returns for your portfolio. Since its debut as a public company back in 2012, Meta's shares have generated a compound annual growth rate (CAGR) of 24.8%. All three stocks have a history of big-time investment returns, so you may already know them.

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Portfolios Buyout Public Companies Debt 186

The Motley Fool

DECEMBER 22, 2024

BNSF, Pilot Travel Centers, and Fruit of the Loom) that generate earnings, which it retains to invest in additional operating businesses and its investment portfolio (which holds many notable public companies, like Apple , Coca-Cola , and American Express ). Berkshire owns operating businesses (e.g., GEICO and General Re).

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Asset Management Conglomerates Shareholders Assets 130

The Motley Fool

APRIL 27, 2024

He took client money and used that cash to invest in other companies. When he disbanded the investment group, he basically shifted his approach to owning Berkshire Hathaway, a public company, and using it to invest in other businesses and companies. The investments include companies that Berkshire Hathaway owns outright.

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Mutual Funds Public Companies Portfolios Returns 241

The Motley Fool

AUGUST 17, 2024

ai (NYSE: AI) was one of the world's first enterprise artificial intelligence (AI) companies. It has built a portfolio of over 40 ready-made AI applications for businesses in 19 different industries, including financial services, energy, and manufacturing. since becoming a public company nearly four years ago.

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The Motley Fool

SEPTEMBER 26, 2024

Amazon Amazon went public at a split-adjusted price of $0.075 a share on May 15, 1997. trillion, making it the fifth most valuable public company in the world. Berkshire now has market cap of $980 billion, making it the world's eighth most valuable public company. Amazon is now worth $2.01 million today.

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The Motley Fool

DECEMBER 29, 2023

Few public companies dominated the headlines in 2023 more than Microsoft (NASDAQ: MSFT) , whether it was its involvement with OpenAI's Chat GPT, its successful $69 billion acquisition of Activision Blizzard, or antitrust probes. Microsoft has dealt with many antitrust concerns as a public company, paying billions in fines.

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The Motley Fool

SEPTEMBER 4, 2024

Billionaires are starting to take profits If a portfolio of a hedge fund or public company has over $100 million in holdings, the entity must report these holdings quarterly to the SEC, which then makes that information publicly available 45 days after the quarter ends. of the total investment portfolio.

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Hedge Funds Public Companies Stakes Portfolios 244

The Motley Fool

MAY 2, 2024

According to the report's findings, dividend-paying companies delivered an average annual return of 9.17% over a half-century (1973-2023), while being 6% less volatile than the benchmark S&P 500. What makes Realty Income such a special dividend stock is its vast commercial real estate (CRE) portfolio.

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Debt Exchange-Traded Funds Public Companies Capital 243

The Motley Fool

APRIL 29, 2024

That diversification is valuable as it helps protect your portfolio against sharp declines. public companies, essentially covering the wider market's returns. million portfolio in 40 years. Yet even if this fund delivers 10% gains from here, you'll still see over $1 million in your portfolio after 40 years of investing.

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The Motley Fool

NOVEMBER 24, 2023

After all, you don't get to be the world's most valuable public company by accident. Of course, it's easy to look at a company like Apple's success in retrospect and think about how you might've missed a once-in-a-generation opportunity, but I believe it is still in the relatively early phases of what it can be. I'd say no.

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Public Companies Stakes Capital Accounting 245

The Motley Fool

MARCH 28, 2025

Realty Income operates a portfolio of 15,621 commercial real estate properties. With consumer confidence sliding in recent months, it's worth pointing out that non-discretionary businesses make up most of its portfolio. Despite its all-weather portfolio, the shares have declined in each of the last three years.

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Public Companies Capital Portfolios Returns 231

The Motley Fool

SEPTEMBER 9, 2024

For one, AT&T, like all public companies, could alter its dividend payouts -- either up or down. 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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Investing Public Companies Assets Returns 241

The Motley Fool

OCTOBER 6, 2024

Investors prefer the businesses that they own to provide a smooth journey for their portfolios. There's a lot that investors need to know about this troubled airline stock , which is currently 97% off its peak from nearly a decade ago, before making an informed decision for your portfolio. JetBlue was supposed to be Spirit's savior.

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The Motley Fool

JUNE 12, 2024

It can be accomplished easily by buying stakes in a few exchange-traded funds ( ETFs ), which give investors exposure to a wide range of companies in a single investment. For those looking to add a few ETFs to their portfolios in June, the following three could be great options. Communications equipment: 3.2% Electronic components: 1.3%

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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 billion and $325.2

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Banks Exchange-Traded Funds Investing Public Companies 246

The Motley Fool

APRIL 25, 2024

The growth in a long-term winner can often dwarf losses elsewhere in a portfolio. Software is king Microsoft is already the biggest of the " Magnificent Seven " stocks -- and the world's largest public company -- but the tech giant could continue its remarkable growth streak over the next few decades.

Public Companies 246

Public Companies Shareholders Portfolios Capital 246

The Motley Fool

JULY 2, 2024

Growth and top-line store-level performance have slowed since Cava's first quarter as a public company when revenue soared 62% on the strength of brisk expansion and an 18.2% For starters, Cava's scalability has scored it better-than-expected profitability in every quarter as a public company. Image source: Getty Images.

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Public Companies Amortization Depreciation Earnings Before Interest 238

The Motley Fool

JUNE 26, 2024

5, 1919, Coca-Cola debuted as a public company on the New York Stock Exchange at an initial public offering (IPO) price of $40 per share. 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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The Motley Fool

MAY 28, 2024

In a collaboration with Ned Davis Research, recently updated data from this report finds that dividend-paying companies have more than doubled the annual average return of public companies that don't pay a dividend over the last 50 years (1973-2023): 9.17% vs. 4.27%. The secret? Enterprise Products Partners: 7.3%

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Exchange-Traded Funds Public Companies Capital Returns 246

The Motley Fool

SEPTEMBER 9, 2024

Furthermore, some BDCs, such as Ares Capital, offer more sophisticated financing solutions -- making them appealing to larger public companies as well. Many BDCs focus on specific sectors, making the risk profile of each portfolio vastly different. Moreover, underwriting protocols vary from one company to the next.

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Mergers and Acquisitions Venture Capital Debt Business Development Companies 246

The Motley Fool

OCTOBER 4, 2024

The ETF tracks the performance of the S&P 500 stock index, which tracks the stock performance of roughly 500 of the largest public companies traded in the U.S. (as Invesco QQQ ETF Technology continues to change the world, so perhaps it is not surprising that many of the world's largest companies today come from the tech sector.

Exchange-Traded Funds 245

Exchange-Traded Funds Public Companies Portfolios Returns 245

The Motley Fool

FEBRUARY 18, 2024

So, how can investors give their portfolios the best chance at standing the test of time? Investors can build a portfolio with exchange-traded funds (ETFs) that owns shares of many businesses and with individual stocks of diverse businesses that have proven they can perform over the long haul. Diversification is the answer.

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Funds Exchange-Traded Funds Public Companies Assets 246

The Motley Fool

MAY 11, 2024

While it may eventually have to pay out money to cover claims, it has used the float to build up a huge investment portfolio. In many ways, Berkshire Hathaway is more like a mutual fund than a traditional company. That's largely because of Warren Buffett's influence on the company. It's a huge sum of money.

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Mutual Funds Public Companies Shareholders Funds 246

The Motley Fool

JUNE 10, 2024

The Oracle of Omaha's "secret" $646 million portfolio contains a trio of artificial intelligence (AI) stocks In 1998, Buffett's company acquired General Re for $22 billion. The stocks NEAM holds are, ultimately, part of Berkshire Hathaway, which is what makes this Buffett's "secret" portfolio. Image source: The Motley Fool.

Asset Management 246

Asset Management Exchange-Traded Funds Buyout Assets 246

The Motley Fool

APRIL 23, 2024

What makes Realty Income so special is its exceptionally diversified commercial real estate (CRE) portfolio. Despite its CRE portfolio having representation in 86 industries, the company's foundation is laid on industries that are insulated from economic hiccups. billion portfolio. Annaly Capital Management: 14.3%

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Banks Assets Capital Public Companies 242

The Motley Fool

JUNE 23, 2024

SoFi's deposit base started at zero in early 2022 and is now nearly as large as the company's loan portfolio. of the company's total loan portfolio. In the company's year-end 2023 earnings call, management specifically called out "a broader credit card portfolio" as a potential future growth driver.

Banks 246

Banks Financial Institutions Public Companies Accounting 246

The Motley Fool

JANUARY 8, 2024

But since you never know exactly how the market will play out, you want to have a diversified portfolio that also contains value and dividend stocks, in addition to growth stocks, to protect your portfolio in any kind of market. If you're looking to add dividend stocks to your portfolio, consider these two.

Public Companies 246

Public Companies Shareholders Portfolios Returns 246

The Motley Fool

DECEMBER 14, 2023

In November, Shift4's CEO Jared Isaacman surprised investors by saying, "We are actively exploring strategic opportunities and alternatives that will reduce distractions and serve our company, employees and shareholders best." Therefore, the still unconfirmed rumor from Bloomberg could indeed be legitimate. What should shareholders do now?

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Shareholders Public Companies Returns Investors 237

The Motley Fool

OCTOBER 19, 2024

He and his team manage a portfolio of publicly traded stocks and securities worth $318 billion, in addition to $277 billion in cash and numerous private wholly owned subsidiaries. Prudent portfolio management can involve taking money off the table when the market looks expensive. since 1965. going back to the 1950s.

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Exchange-Traded Funds Conglomerates Shareholders Public Companies 246

The Motley Fool

APRIL 20, 2024

According to the company's filings, the portfolio managers of the fund have a long-term goal of investing in 100 venture-backed technology companies. Some of the more notable positions in the portfolio include fintech start-ups Klarna, Revolut, Plaid, Public.com, Brex, and Stripe. for every $1 of NAV.

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

JUNE 9, 2024

An example of this is CVR Energy (NYSE: CVI) , which the company treats as an operating subsidiary because it owns a controlling stake (66% of the shares) in the still publicly traded company. But it has also invested in a portfolio of five stocks, in which it owns only part of the public companies.

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Initial Public Offering Stakes Shareholders Public Companies 244

The Motley Fool

FEBRUARY 9, 2024

But now, it's time to shift away from riskier assets, like stocks, and load up more of your portfolio with assets that are known to be more stable, like bonds. You could also buy corporate bonds, which are those issued by public companies. That's a great position to be in. Within the realm of bonds, you have choices.

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Taxes Depreciation Assets Public Companies 237

The Motley Fool

SEPTEMBER 27, 2024

Adding income stocks to Berkshire's roughly 43-stock, $316 billion investment portfolio has been vital to the company's success. However, no company has been a fixture in Warren Buffett's portfolio quite like "forever" holding Coca-Cola (NYSE: KO). Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Investing Stakes Banks Public Companies 240

The Motley Fool

FEBRUARY 21, 2025

The Power of AI-Assisted Investment Scores The Moneyball database leverages artificial intelligence and expert analysis to evaluate companies across multiple dimensions, providing data-driven insights for investors across thousands of public companies. Where to invest $1,000 right now?

Public Companies 185

Public Companies Leveraging Prospects Assets 185

The Motley Fool

JULY 30, 2024

Target has done so since it became a public company in 1967. Both companies have steadily reduced their outstanding share count through buybacks in recent years, with Walmart decreasing its share count by 5.7% Walmart has increased the size of its dividend checks every year since 1974. and Target by 10.2%

Debt 244

Debt Leveraging Public Companies Prospects 244

The Motley Fool

AUGUST 28, 2024

Dividends aren't a guarantee and there's always the possibility that a company's struggles could necessitate a reduction. By "ultra-high-yield," I'm referring to public companies whose yields are, at minimum, four times greater than that of the S&P 500's yield. billion investment portfolio, $1.45 million of its $1.45

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Investing Debt Exchange-Traded Funds Assets 244