$APO (-0,02 %)

Apollo (NYSE: APO) and Bullrock Energy Ventures ("Bullrock") announced today that the funds managed by Apollo (the "Apollo Funds") have committed up to $220 million to a new joint venture partnership with Bullrock. The partnership involves a portfolio of community solar assets in New York and New England. USD 100 million of Apollo's equity commitment will finance the development of Bullrock's nearly 500 MW renewable energy pipeline.

Bullrock, based in Vermont, is a high-growth renewable energy company with operations throughout the Northeastern United States. The company's vertically integrated model includes procurement, underwriting, development, construction, financing and asset management. Under the leadership of Chairman and Founder Gregg Beldock, Bullrock and its partner company NxtGenREA, led by Mike Mills, have developed nearly 500 MW of solar projects in New England, New York and the Midwest over the past decade. The projects support residents and businesses across the country with access to affordable clean energy.

"We are excited to partner with Gregg and the Bullrock team and invest in this extensive portfolio of solar assets that we believe will provide significant benefits to surrounding communities," said Apollo Partner Corinne Still. "Community solar is an innovative solution to expand local access to clean, efficient electricity across the grid, benefiting individuals, homes and businesses alike. This partnership underscores Apollo's commitment as a leading investor to support the energy transition and invest in businesses and projects that meet the growing need for diverse energy sources."

https://www.apollo.com/insights-news/pressreleases/2025/04/apollo-funds-form-220-million-community-solar-joint-venture-with-bullrock-energy-ventures-3066360

My goal is to beat the market, I'm still relatively young and want to see if I can do it, if not I'll put everything in an etf in 5 years.

Regarding my portfolio, I currently have a cash ratio of 23-25% depending on the fluctuations in the last month.

Purchases of existing stocks:

I plan to increase the financial stocks by 50%, $CG (+0,04 %)
$KKR (+1,08 %)
$APO (-0,02 %)
$TPG (-0,24 %) .

In addition, a little $DMP (+0,78 %) by 25%.

Sales:

I made the mistake of wanting to $EVO (-16,12 %) and $CPRX (-0,38 %) trade, but then I was too greedy.

I am convinced of both positions in the long term but not in this size in the portfolio, which is why I will reduce both stocks by 33%.

Potential purchases:

$HALO (-0,34 %)
$CUV (+2 %) - Will invest a little extra, otherwise just the 33% from sale of $CPRX. Both around 50 - 50

$SL (-1,13 %) - the same as $TISG (-1,42 %)

$KSPI (-0,13 %) - about as high as $MUM (+0 %)

$FIH.U (+1 %) - about as high as $MUM (+0 %)

$2GB (-4,75 %) - about as high as $MUM (+0 %)

$M12 (-0,95 %) - about as high as $MUM (+0 %)

$CPR (+3,61 %)
$DGE (+1,23 %)
$RI (+1,74 %) - I'll wait and see, but I can imagine that they will develop in a similar way to the tobacco shares. Since I don't want to decide, I'll just buy three for the sum of one. And divide the amount between these 3.

In general:

I'm generally a fan of putting together baskets like with alcohol or the yacht builders.

What would you change because you see a high risk? I am relatively poorly positioned in the tech sector, do you have any other titles that I could take a closer look at in this area?

$APO (-0,02 %) and $STT (-0,06 %) have launched the SPDR SSGA Apollo IG Public & Private Credit ETF ($US78470P6227 ). The ETF invests at least 80% of its portfolio in investment grade bonds, including public and private credit, and may hold up to 35% in private securities.

• 0.70% management fee

• Apollo provides liquidity through repurchases of private credit, but with daily limits

• The SEC allows up to 35% illiquid investments instead of the usual 15%

https://www.ssga.com/us/en/intermediary/etfs/spdr-ssga-apollo-ig-public-private-credit-etf-priv

$KKR (+1,08 %)
$APO (-0,02 %)

Alternative asset managers KKR and Apollo Global Management beat estimates for fourth-quarter results early Tuesday and raised their dividends. However, revenues at both companies posted significant declines. Shares of KKR and APO are trading around buy points near their recent record highs.

KKR ( KKR ) reported a 33% increase in earnings to $1.32 per share, adjusted for a 26% decline in total revenue to $3.26 billion.

The results beat FactSet's expectations of earnings of $1.28 per share on revenue of $1.99 billion.

Management fees rose 26% to $906 million, while performance fee revenue increased 5% to $25 million.

KKR's assets under management increased 15% to $638 billion in the quarter. Total revenue for the asset management segment increased nearly 31% to $2.04 billion.

KKR also announced plans to increase investments in its private equity businesses by $1.1 billion, including USI Insurance Services, 1-800 Contacts and Heartland Dental. The company expects its Strategic Holdings division to generate operating profits of over $350 million by 2026, $700 million by 2028 and $1.1 billion by 2030.

KKR also plans to raise its quarterly dividend from 70 cents to 74 cents from the quarter ending in March.

Apollo Global Management

Apollo Global Management ( APO ) reported a 16% increase in earnings to an adjusted $2.22 per share, beating expectations of $1.89 per share.

Total revenue fell 52% to $5.28 billion, primarily due to a sharp decline in retirement benefits premiums. Retirement benefit premiums fell to 155 million dollars in the quarter from 3.59 billion dollars in the previous year.

Fee-related revenue increased 20% to $955 million, exceeding FactSet's forecast of $952.5 million.

Apollo Global Management also announced plans to increase its dividend by 10% to $2.04 per share starting in the first quarter of 2025.

https://www.investors.com/news/kkr-stock-earnings-apollo-global-mangement-q4-2024-asset-managers/

No inclusion in the S&P 500 - These stocks are now plummeting! $COIN (-0,12 %)
$TTD (+0,79 %)
$APP (-0,45 %)

Investors are fleeing the stocks of their recently celebrated favorites such as AppLovin or Coinbase on Monday. Double digits at times!

Summarized for you

Investors flee AppLovin and Coinbase shares.

AppLovin and The Trade Desk fall sharply, up to -17.5%.

S&P 500 rebalancing influences share prices significantly.

In contrast, shares of Apollo Global Management and Workday gained as their inclusion in the S&P 500 was announced. Workday gained up to eight percent on the trading floor. $APO (-0,02 %)
$WDAY (-0,15 %)

https://www.wallstreet-online.de/nachricht/18801086-anleger-ergreifen-flucht-aufnahme-s-p-500-aktien-knallen-runter

Apollo Global Management
$APO (-0,02 %) will join the S&P500 index on December 23, 2024.

Anyone following the current news on Investor Relations has already expected this

https://ir.apollo.com/news-events/press-releases

There you will find a large number of exciting deals that you hardly ever hear about in the media

For example :

On Dec. 4, Apollo announced that funds managed by Apollo subsidiaries (the "Apollo Funds") have agreed to acquire a 50 percent stake in a Texas solar and battery energy storage system portfolio ("BESS") from TotalEnergies
$TTE (-2,62 %) to acquire. The portfolio comprises approximately 2 GW of solar and BESS facilities at strategic locations in the Texas ERCOT market, consisting of three solar projects with a total capacity of 1.7 GW and two battery storage projects with a total capacity of 300 MW. TotalEnergies will retain a 50% stake in the portfolio and will continue to operate the plants, which include Danish Fields, Cottonwood and Hill Solar I.

Apollo partner Brad Fierstein said: "We are excited to partner with TotalEnergies, a leading energy company at the forefront of the energy transition, and to invest in a highly contracted, scaled renewable energy portfolio. Apollo's Clean Transition strategy allows us to be a flexible and long-term capital partner, supporting the growth of the Integrated Power business and TotalEnergies' capital recycling strategy."

Over the past five years, Apollo-managed funds have invested approximately $40 billion in energy transition and sustainability investments, supporting clean energy and infrastructure companies and projects, including offshore and onshore wind, solar, storage, renewable fuels, electric vehicles and a wide range of technologies to support decarbonization. Across all asset classes, Apollo aims to invest $50 billion in clean energy and climate investments by 2027 and sees the opportunity to deploy more than $100 billion by 2030.

Apollo is a fast-growing global alternative asset manager.

As of September 30, 2024, Apollo had approximately $733 billion in assets under management.

Apollo Global Management share price rises after profit and sales exceed expectations in Q3. $APO (-0,02 %)

The global alternative asset manager reported adjusted earnings per share of 1.81 US dollars, beating the consensus estimate of 1.73 US dollars by 0.08 US dollars.

Revenue for the quarter reached $7.77 billion, well above analysts' forecast of $4.13 billion. This impressive sales figure represents a significant increase over the same period last year, although the exact percentage change year-on-year was not specified in the available data.

CEO Marc Rowan expressed his confidence in the company's performance, stating: "Our strong third quarter results reflect broad-based momentum across the platform. We are building a next-generation financial services company that is uniquely positioned to succeed in the tremendous market opportunity."

https://www.investing.com/news/stock-market-news/apollo-global-management-stock-up-5-following-q3-earnings-revenue-beat-93CH-3701917