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Nasdaq AAPL Apple
9 months 3 weeks ago
This year has been great for stocks, as indexes confirmed the presence of a bull market and then went on to reach multiple record highs. The Dow Jones Industrial Average, which includes 30 of the top large-cap stocks powering today's economy, roared past 40,000 for the first time
The Motley Fool
9 months 3 weeks ago
Even if an investor starts from a relatively large base, achieving a $1 million net worth in the stock market is a challenging feat. If one finds a stock on track for massive gains in a shorter period, like a year, forecasting such growth and sustaining it over a long period of t
The Motley Fool
9 months 3 weeks ago
Apple (NASDAQ: AAPL) went public in 1980 at a price of $22 per share, or a split-adjusted price of $0.098 per share. Since then, Apple has evolved from a niche computer maker into a global technology leader, revolutionizing the market with products like the iPhone, iPad, and Mac,
The Motley Fool
9 months 3 weeks ago
A lot is happening with Meta Platforms
(META) these days. Among key updates, Meta is slated to start showcasing ads on Threads, early next year. Meanwhile, the FTC (Federal Trade Commission) is set to challenge Meta in an antitrust court trial for its acquisition of Instagram and WhatsApp. The date for the trial has not yet been finalized. Let’s look at both the updates in detail.
Meta’s Threads to Showcase Ads
Meta’s text messaging platform Threads will start displaying advertisements in early 2025,
The Information reported yesterday. One of the sources cited by the report said that a small team from Instagram’s advertising unit is working on the ads. To begin with, only a few marketers will produce and publish ads on Threads in January.
Although Threads does not have any monetization features currently, ads could turn into a good source of revenue generation in the future. Meta also keeps adding new features to Threads to attract more users. In October, Meta boasted 275 million active users. Threads was launched as a direct threat to
Elon Musk’s X (then Twitter) in July last year. Meta has been successful in drawing users from X and might do so with advertisers too, as they have been skeptical of the harmful content showcased on X sometimes.
However, considering Musk’s close ties with President-elect Trump and his possible appointment as the
head of the newly formed “Department of Government Efficiency,” there could be a wave of change for his companies, including X.
Antitrust Trial for Purchase of Insta and WhatsApp
Meta Platforms will soon face a trial in a U.S. FTC antitrust lawsuit, after trying to dodge the bullet in the 2020 case. Judge James Boasberg in Washinton ruled against Meta’s earlier motion to end the case yesterday. The FTC has alleged that Meta illegally thwarted competition in the social media space by overpaying and acquiring Instagram and WhatsApp in 2012 and 2014, respectively.
The FTC has asked for the break-up of Meta Platforms Family of Apps (FoA), citing its monopolistic position in the industry. The judge also ruled that Meta cannot argue that the acquisitions strengthened its competitive stance against Apple
(AAPL) and Alphabet’s
(GOOGL) Google.
Since the beginning, Meta has argued that the lawsuit did not consider existing competition from TikTok, YouTube, X, and Microsoft’s
(MSFT) LinkedIn. Having said that, Meta is confident that it will be able to prove that these acquisitions only bolstered competition instead of harming and have also been good for consumers. This is one of the big tech cases where antitrust regulators are trying to investigate and break down the monopolistic power in the hands of a few large companies.
Is META a Good Stock to Buy?
Wall Street is highly optimistic about Meta stock. On TipRanks, META stock has a Strong Buy consensus rating based on 41 Buys, three Holds, and one Sell rating. Also, the
average Meta Platforms price target of $661.55 implies 14.1% upside potential from current levels. Year-to-date, META stock has gained 64.4%.
See more META analyst ratings
Disclosure
TipRanks
9 months 3 weeks ago
The NASDAQ 100 After Hours Indicator is up 20.83 to 21,056.99. The total After hours volume is currently 142,716,380 shares traded.The following are the most active stocks for the after hours session: NVIDIA Corporation (NVDA) is +0.2657 at $146.54, with 14,123,928 shares traded
NASDAQ.com
9 months 3 weeks ago
LOGI is recovering on the back of its innovative products and marketing efforts.
Zacks
9 months 3 weeks ago
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Portfolio S&P 500 ETF (Symbol: SPLG) where we have detected an approximate $586.3 million dollar inflow -- that's a 1.2% increase week over
BNK Invest
9 months 3 weeks ago
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the SPDR S&P 500 ETF Trust, which added 22,800,000 units, or a 2.2% increase week over week. Among the largest underlying components of SPY, in mo
BNK Invest
9 months 3 weeks ago
Below is Validea's guru fundamental report for APPLE INC (AAPL). Of the 22 guru strategies we follow, AAPL rates highest using our Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitability an
Validea
9 months 3 weeks ago
There’s nothing fancy about the popular Schwab U.S. Large-Cap Growth ETF
(SCHG), but an investment doesn’t have to be complicated to be a good one. This $36.5 billion ETF, with the simple strategy of investing in large-cap U.S. growth stocks, has made SCHG a major winner over time.
I’m bullish on SCHG based on its track record of long-term market-beating performance. Plus, its diverse portfolio of large-cap growth stocks and ultra-low expense ratio combine to make it an efficient choice for investors looking to gain exposure to a broad swath of the U.S. market’s
top growth stocks.
What Is the SCHG ETF’s Strategy?
SCHG’s strategy is simple. According to Charles Schwab
(SCHW), SCHG is a “straightforward, low-cost fund offering potential tax-efficiency. SCHG gives investors “Simple access to large-cap U.S. equities that exhibit growth style characteristics.”
Long-term Performance
The strategy may be simple, but it has been effective. In fact, SCHG has beaten the broader market over various time frames and for many years.
As of October 31, the Vanguard S&P 500
(VOO), a good proxy for the S&P 500, which represents the broader market, generated an annualized return of 9.0% over the past three years. SCHG edged out this performance with an
annualized return of 9.3% over the same time frame.
Zooming out to five years, SCHG widens its margin of victory. While VOO returned an impressive annualized return of 15.2% over this time frame, SCHG beat it with an excellent annualized return of 19.7%. Lastly, while VOO returned 13.0% over the past decade, SCHG again bested it with an annualized return of 16.1%.
Past performance does not guarantee future results, but it’s rare to find a fund (or any investment) that can beat the S&P 500 over the past three, five, and ten years, like SCHG. When you do, it’s usually worth sticking with these long-term winners.
Eyes on the Prize
Looking at it differently, this consistently strong performance has created significant wealth for SCHG’s holders over time. As of the most recent month, an investor who put $100,000 into the fund 10 years ago would have an investment worth $431,580 today.
Portfolio of Top Growth Stocks
SCHG offers investors diversified exposure to top large-cap U.S.
growth stocks. It owns 228 stocks and its top 10 holdings combine to make up 54.5% of its portfolio.
Below, you’ll find an overview of
SCHG’s top 10 holdings using TipRanks’ holdings tool.
SCHG gives investors significant exposure to the stocks that have powered U.S. markets higher in recent years, like its top holding, Nvidia
(NVDA), which has a weighting of 10.7%. While this weighting may be a bit high for a diversified ETF, it has served SCHG well, as Nvidia has gained 200% over the past 12 months.
Nvidia is joined in SCHG’s top 10 holdings by familiar faces in the world of mega-cap tech like Apple
(AAPL), Microsoft
(MSFT), Amazon
(AMZN), Meta Platforms
(META), Tesla
(TSLA), Broadcom
(AVGO), and Alphabet
(GOOGL)
(GOOG). This exposes investors to many of the U.S. and the world’s best and brightest companies and to compelling long-term themes like semiconductors,
artificial intelligence, the cloud, e-commerce, and more.
Many of these stocks are viewed favorably by TipRanks’ Smart Score system. The
Smart Score is a quantitative stock scoring system created by TipRanks. Based on eight key market factors, it gives stocks a score from one to 10. Scores of eight, nine, or 10 are equivalent to an Outperform rating. Top-10 holdings like Amazon and Meta Platforms receive perfect 10 Smart Scores, while others like Nvidia, Tesla, Broadcom, and Alphabet are also highly rated. SCHG receives an Outperform-equivalent ETF Smart Score of 8 out of 10.
While SCHG certainly skews towards tech (information technology has a weighting of 48.8% within the fund), it isn’t limited to this sector—it also owns plenty of prominent names from other sectors, like Eli Lilly
(LLY), Costco
(COST), Visa
(V), Mastercard
(MA), and more.
The Low-Cost Choice
What does this market-beating performance and a strong portfolio of blue chip stocks cost investors? Not very much. SCHG charges an expense ratio of just 0.04%, meaning that an investor putting $10,000 into the fund will pay just $4 in fees over the course of a year.
These savings can really add up as your nest egg grows over time. For example, if SCHG maintains this 0.04% expense ratio and returns 5% per year going forward, which both seem like reasonable assumptions, this same investor will pay just
$51 in fees over the course of the next decade.
Split in the Rearview Mirror
One interesting fact about SCHG is that it recently underwent a 4-for-1 split. Splits are common for stocks but rarer for ETFs. Still, the split doesn’t make any real difference from a fundamental perspective, as it does not change the value of a shareholder’s investment; one share of SCHG at $100 is the same as four shares of SCHG at $25 apiece.
Many high-profile stocks have executed stock splits in recent times. Like Nvidia
(NVDA) or Chipotle
(CMG), they have had share prices well north of $1,000 a share, so a split at least made gaining exposure to the stock more feasible for retail investors. SCHG was trading at about $105 per share before the October 10th split, so the need for a split is less obvious.
However, a split can bring some minor benefits. Lowering the price per share can make it easier for smaller retail investors to buy shares and lower the bar for starting a position, which can help to broaden SCHG’s base of holders and increase liquidity.
Primary Risk
The primary risk I see for SCHG is that many of its large holdings trade at premium valuations—the fund itself features a price-to-earnings ratio of 37.0, which is significantly higher than the broader market.
However, the fund has proven to be a consistent winner time and time again. Over a long time horizon, these are some of the market’s best and most innovative companies, so they should continue to increase their earnings power and smooth out the issue of valuation.
Additionally, it’s important to remember that, as with any investment opportunity, investors never have to go all in on SCHG or buy their full position right now. They can start a position and add a dollar-cost average over time as the market fluctuates. SCHG is also well-suited to be one building block in a balanced portfolio.
Is SCHG Stock a Buy, According to Analysts?
Turning to Wall Street, SCHG earns a Strong Buy consensus rating based on 194 Buys, 34 Holds, and one Sell rating assigned in the past three months. The
average SCHG stock price target of $30.17 implies an 8.32% upside potential from current levels.
See more SCHG analyst ratings
A Top Choice
I’m bullish on SCHG as a long-term investment and a great building block for investors’ portfolios. The fund simply owns a diversified portfolio of the U.S.’s top large-cap growth stocks and charges investors very little for doing so. This strategy has worked well over time, as the fund has beaten the S&P 500 over the past three, five, and 10 years and generated significant wealth for its investors.
Disclosure
TipRanks
9 months 3 weeks ago
Apple (NASDAQ: AAPL) is worth a whopping $3.4 trillion as of this writing (Nov. 9), making it one of America's best corporate success stories. The company is an innovator and disruptor that puts its customer base first, which has helped it get to its dominant position.
The Motley Fool
9 months 3 weeks ago
Committed to securing re-election to Congress, Rep. Marjorie Taylor Greene, the Republican congresswoman from Georgia, took time out of her schedule to make some adjustments to her investment portfolio before Election Day. In early November, she went on a buying spree, picking up
The Motley Fool
9 months 3 weeks ago
Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has been a market beater for more than two decades and that run may not end anytime soon. Advertising growth is accelerating and Google Cloud and Waymo are leading their industries. Travis Hoium covers how the stock can beat the market in t
The Motley Fool
9 months 3 weeks ago
Style Box ETF report for VOTE
Zacks
9 months 3 weeks ago
Style Box ETF report for SPYG
Zacks
9 months 3 weeks ago
Smart Beta ETF report for TILT
Zacks
9 months 3 weeks ago
In Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest earnings report, we learned that while the conglomerate's operating businesses are generally doing fine, CEO Warren Buffett might be giving us warning signs about the stock market and U.S. economy. In this short video, two
The Motley Fool
9 months 3 weeks ago
The broader indexes rallied after the election results, closing the week at all-time highs. But plenty of industry leaders were noticeably absent from the post-election run-up.
The Motley Fool
9 months 3 weeks ago
Tomorrow, Nov. 14, is one of the most important days of the fourth quarter for investors. It marks the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission.
The Motley Fool
9 months 3 weeks ago
Beth Kindig, technology analyst at the I/O Fund, thinks Nvidia (NASDAQ: NVDA) will ride the artificial intelligence (AI) boom to a $10 trillion valuation by 2030. Should that forecast prove correct, the semiconductor company would be worth more than what Apple, Microsoft, Amazon,
The Motley Fool
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2 hours 5 minutes ago
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