Bill and Melinda Gates Foundation recommends investing in Microsoft and UPS for growth potential

From Nasdaq:

The Bill & Melinda Gates Foundation Trust has made total grant payments of about $71.4 billion, driven by successful investments in its $42 billion portfolio. Main Street investors can find inspiration in the trust’s holdings, particularly in Microsoft and UPS, which are highlighted by Motley Fool contributors for their growth potential and value.

Microsoft, the trust’s largest holding, boasts a strong position in AI and is poised for continued growth in the coming years. With investments in OpenAI and its own AI offerings like Copilot, Microsoft is well positioned to benefit from the growing AI market, projected to reach $739 billion by 2030.

UPS, a key holding in the trust, suffered challenges in 2023 but is expected to rebound in 2024. The company is set to cut costs, grow in targeted markets, and benefit from lower interest rates, with a potential for stock appreciation. Currently offering a 4.4% dividend yield, UPS presents a compelling opportunity for investors.

For investors seeking AI exposure, Microsoft is a top pick, while UPS offers reliability and potential for growth. The Motley Fool recommends considering these Bill & Melinda Gates Foundation Trust stocks for a well-rounded investment portfolio.



Read more at Nasdaq: 2 Stocks From the Bill and Melinda Gates Foundation Portfolio to Buy Now