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

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. Image source: The Motley Fool. Amazon: 0.6% Coca-Cola: 8.9% Apple: 28.8%

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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 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

OCTOBER 7, 2024

He will then buy shares and use his influence to unlock shareholder value. As a result, Pershing Square has a highly concentrated portfolio, and just three stocks account for more than 53% of the entire $10.6 As an activist investor , he can focus on only so many businesses at once. billion in public equity holdings.

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The Motley Fool

OCTOBER 12, 2024

I don't need to be convinced about the value afforded by an investment in Canadian National Railway -- I'm already a shareholder. The dividend has a current yield of 2.2%, and its payout ratio of 38% suggests there's plenty of room for additional upside. Then you’ll want to hear this.

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The Motley Fool

JANUARY 11, 2025

One thing is sure: Berkshire Hathaway creates shareholder value The inner workings of Berkshire Hathaway or any other holding company can seem like murky waters. There, Buffett and the rest of Berkshire Hathaway's management team decide how to use the money to create value for the company's shareholders. So, which is it?

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The Motley Fool

NOVEMBER 8, 2024

Warren Buffett is one of the most well-respected portfolio managers in the world, and there's good reason for that. in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% billion portfolio at the end of the third quarter. His track record speaks for itself. through 2023. in that period.

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The Motley Fool

OCTOBER 7, 2024

This dividend-paying ETF can help you boost your passive income When you're rewarded with a steady stream of cash payments from your portfolio, the benefits of investing are made clear. This low-cost fund tracks an index comprised of financially sound businesses with proven histories of sustaining their dividend payments to shareholders.

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The Motley Fool

JANUARY 16, 2025

From 1965 through 2023, his conglomerate, Berkshire Hathaway , delivered an astounding 4,384,748% total return to shareholders, or nearly 20% on an annualized basis. If you have some extra cash to invest right now, Berkshire's stock portfolio is a great place to look for inspiration. See the 10 stocks 1.

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The Motley Fool

DECEMBER 4, 2024

Meanwhile, a multidecade history of annual increases demonstrates management's commitment to shareholder returns. Let's examine three outstanding dividend-growth stocks that exemplify these crucial qualities, making them ideal candidates for a retirement portfolio. Distribution giant with staying power W.W. Its steady 6.4%

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The Motley Fool

OCTOBER 4, 2024

But a lesser-known perk to keep an eye on is its consistent dividend rewards to shareholders. Microsoft declared its first dividend for shareholders in 2003 and has been treating shareholders to consistent dividend increases for nearly two decades. Another increase could beef up the annual dividend for shareholders.

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The Motley Fool

OCTOBER 17, 2024

This strategy could also build a portfolio worth over $1.4 Investors should focus on companies with sustainable payouts, a management team committed to shareholder returns, and businesses that are poised for long-term profitability. annual dividend growth could generate $44,316 in yearly dividend income. NYSE: HMC). dividend yield.

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The Motley Fool

NOVEMBER 19, 2024

Nonetheless, the next five years will likely see it growing faster than the last five years, and shareholders are apt to benefit. Capital allocation is likely to favor shareholders As it grows over the next five years, shareholders should expect AbbVie to continue hiking its dividend, as it's one of management's capital allocation priorities.

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The Motley Fool

DECEMBER 3, 2024

The companies have excellent track records of growing their dividends and shareholder value. It has generated a robust total shareholder return , averaging 11% annually since 2004. Enbridge has plenty of fuel to continue growing shareholder value in the future. It has delivered a more than 11.5%

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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

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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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

OCTOBER 13, 2024

2024 is shaping up to be a fantastic year for Costco (NASDAQ: COST) shareholders. But are the market-thumping days behind for Costco investors, or can the stock still deliver for shareholders from here? Let's look at why you might be thrilled to have Costco in your portfolio over the next five years.

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The Motley Fool

OCTOBER 9, 2024

If you would like to build lasting wealth in the stock market, consider investing in businesses with long histories of rewarding their shareholders with rising cash payouts. More restaurants should mean more profits, and bigger dividend payments for shareholders. housing market. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

OCTOBER 6, 2024

True to this name, it has paid shareholders a dividend every month since initiating a payout in 1994, increasing the dividend at least once per year since inception. Most of that growth came from the acquisition of Spirit Realty, which added more than 2,000 properties to its portfolio. billion, or $2.12

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The Motley Fool

OCTOBER 19, 2024

Trust in superior capital allocation Capital allocation in the oil space can be difficult because a company's survival is often prioritized over shareholder profits. How can we tell how good a company has done at investing shareholder wealth? Buffett likes companies that put shareholder interests first. of the company.

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The Motley Fool

NOVEMBER 9, 2024

A dividend is a way for a company to pass along earnings directly to its shareholders. If a company can raise its dividend every year , that implies earnings are growing, so it can afford to pass even more profits to shareholders. Recent Dow additions Amazon and Nvidia dilute their shareholders with stock-based compensation.

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The Motley Fool

NOVEMBER 21, 2024

Piedmont's big Australia news Piedmont and Sayona characterize their deal as an "all-stock merger," leaving shareholders of each company owning about 50% of the new "MergeCo" (the working title for the company post-merger) after the deal closes in the first half of 2025. And now here we are on Day 3, and Piedmont stock is up 15.5%.

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The Motley Fool

NOVEMBER 29, 2024

American States Water (NYSE: AWR) and Illinois Tool Works (NYSE: ITW) are both Dividend Kings -- meaning they have paid and raised their dividends for at least 50 consecutive years -- a track record that showcases their ability to grow earnings and pass along growing profits to shareholders through dividends.

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The Motley Fool

OCTOBER 26, 2024

Additionally, investors appreciate the Oracle of Omaha's generally open-book approach in his annual letter to shareholders and during his roughly five-hour question-and-answer session during Berkshire Hathaway's annual shareholder meeting. economy over the long run. Beginning in the fourth quarter of 2022 (Oct.

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The Motley Fool

DECEMBER 15, 2024

Part of that reflection can involve identifying mistakes worth avoiding or portfolio moves to make before the end of the year. It can create a snowball effect for accelerating shareholder value by compounding the pace of innovation, dividend raises, buybacks, mergers and acquisitions, and more. based company.

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The Motley Fool

OCTOBER 14, 2024

Whether it's through his annual letter to shareholders, shareholder meetings, or rare interviews with financial media, Buffett willingly discusses the traits he looks for when putting his company's capital to work. Moody's has been a pillar in Berkshire's portfolio since being spun off from Dun & Bradstreet in 2000.

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The Motley Fool

OCTOBER 6, 2024

These are companies that have been tested against multiple economic cycles but have continued to deliver returns to shareholders. The company maintains high annual-sales volumes by marketing across a large portfolio of beverages. The stock offers solid value that should pay shareholders passive income for a lifetime.

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The Motley Fool

DECEMBER 15, 2024

As far back as his 1996 letter to Berkshire Hathaway shareholders, he wrote "an abundance of funds tends to dampen returns." Active mutual funds have a tendency to produce taxable income for their shareholders, which can be a big drag on investment returns. Those gains are passed on to the shareholders.

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The Motley Fool

NOVEMBER 1, 2024

As a BDC, Ares must return at least 90% of its earnings to shareholders in the form of dividends to be exempt from federal income taxes. Its portfolio diversification and focus on larger, more resilient clients make me confident that Ares will perform well over the long term. The market for BDCs continues to grow.

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The Motley Fool

OCTOBER 20, 2024

You could fill your portfolio with stocks that offer ultra-high yields upfront, but dividend yields generally rise because the market doesn't expect significant increases. Read on to see why investors want to add these stocks to their portfolios and hold them for at least a decade. The stock offers a 3.4% annually since 2020.

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The Motley Fool

OCTOBER 19, 2024

You'll likely have heard of these companies before and might even have them in your portfolio. The chain's annual cash flow has risen to $12 billion, meaning it can easily fund its growth initiatives while leaving plenty of excess cash for shareholders. AAPL gross profit margin, data by YCharts.

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The Motley Fool

OCTOBER 28, 2024

ETFs can also be great tools for finding top stock ideas for those seeking to build their own diversified portfolio. Second, it creates its portfolio by lining up the stocks by yield, selecting the highest-yielding 50% of the list. Thus, it offers fairly broad-based exposure to dividend stocks. Thus, it favors high-yield stocks.

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The Motley Fool

OCTOBER 18, 2024

It's one that you can hold onto for the long term due to its solid portfolio of products and strong pipeline. This shows rewarding shareholders is a priority, suggesting the company will continue along this path. What's a no-brainer pharma stock? Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

OCTOBER 24, 2024

He and his team manage a portfolio of publicly traded stocks worth $317 billion, in addition to a $277 billion cash pile and numerous private, wholly owned subsidiaries. Apple is the largest holding in Berkshire's portfolio today. of Berkshire's $317 billion portfolio of publicly traded stocks. billion worth of Berkshire stock.

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The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. This will provide a further cash runway, but will also dilute existing shareholders. But before investors rush to join Uber and Nvidia as a Serve shareholder, they should carefully examine its valuation.

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