Fisher Investments’ Founder, Ken Fisher, Discusses the Right Time to Do a Portfolio Review

Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher shares his approach to an effective annual portfolio review. Investors may handle this process in a variety of ways—some focusing on day-to-day single stock performance, and others on end of year performance. However, Ken suggests asking yourself several simple questions instead: What goals do you have for your portfolio (such as funding your retirement, leaving a legacy for heirs, etc.)? And, what types of investments will help you accomplish these goals over your investment time horizon?

As Ken points out, if your long-term goals require equity-like growth, a higher proportion of equities in your portfolio may be advisable. If reducing volatility is a high priority, you may consider fixed income instruments. Ultimately, the most important aspect to reviewing your portfolio is confirming it’s structured to help you reach your long-term goals.

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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

[raniisc]

underrated channel! Thanks for being short and crisp.

[iali]

Great comments and perspective. Makes me really think long term every time I listen to this man.

[windranian]

thanks for uploading these videos. wish to see you more and longer.

[levent_a]

Definitely underrated channel. Maybe Mr. Fisher can run an actively managed etf in I would buy in

[Ambassador]

I’m glad that Ken isn’t listening to the Left and is using a gas fireplace.