Breakdown of Fisher Investments’ Portfolio - How Ken Fisher Invests

#KenFisher is one of the most successful investors of the last decades. #Fisher has a net worth of over 6 billion dollars, making him one of the richest people globally. He is the founder and chairman of #FisherInvestments - an investment company which currently has 189 billion dollars in assets under management.

From the years 2014 - 2020, Fisher Investments was recognised as one of the top 300 US-based Registered Investment Advisors (“RIAs”) in Financial Times' Top 300 list.

Fisher's Forbes "Portfolio Strategy" column ran from 1984 to 2017, making him the longest continuously-running columnist in the magazine's history. Fisher has authored eleven books on investing, and research papers in the field of behavioral finance.

This video reveals his portfolio at Fisher Investments and breaks down the largest investments one after another. The video gives you background on each of his larger investments. Enjoy!

⏰⏰ Timecodes ⏰⏰
0:00 Intro
0:59 Investment No 1: AAPL
2:22 Investment No 2: MSFT
3:38 Investment No 3: AMZN
5:08 Investment No 4: VCIT
5:52 Investment No 5: GOOG
7:14 Investment No 6: V
8:42 Investments No 7-15
9:41 Rest of Portfolio

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DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary.

#AAPL #MSFT #AMZN #VCIT #GOOG #VISA #FisherAssetManagement #FisherPortfolio #FisherStocks #KenFisherStocks #FOO #ADB

[heanne]

Can you do un update of kens portfolio? Would be great

[harikrishnanchandramohan]

Valuations make or break the investments. It would be nice, if you also mention the valuation at which the holdings were bought.

[MrAkryvda]

High quality content. Thank you very much!

[gmo]

Thx for the vid. Maybe get a more flattering picture of Ken there.

[LeonardoGrigio]

In contrast the opposite of what you’d hear Warren Buffett talks at the Berkshire meeting in studying that co. They would have some similarities I imagine such as Phil.

[iali]

Good stuff. Really good top 15 portfolio.

[MateuszUrb]

Does any1 has any information about performance vs S&P500? I can't find any

[thedude]

I would not pay Ken any fee for that. Maby the performance magic happens in the rest 9XX stocks..

[akin]

Nope! I would just invest into VTI/SCHB and VGT/FTEC. Too much time and effort to track each individual stock.

[steve]

There fund is called Purisima and slightly outperforms an MSCI Global Index tracker (e.g. SWDA) by slightly weighting their portfolio as they think appropriate. It might be useful to compare top 20 holdings vs SWDA for example?

[ebrahimhabib]

Fisher investment charge 1.5% and requires min. $500k and that’s the worst of it
Also they don’t have there own platform they use a 3rd party Custodian means they open the accounts at the brokerage companies like Schwab and Fedility’ and they manage the account

[billybelk]

Ken fisher has lost me $90, 000 in two months as he sold out my Lockheed Martin and coke and bought stuff like Hermes high end handbags at $25;000 each . This with war starting in Europe . He might be right in 20 years but not now. He still gets his 1.25% while I lose tens of thousand thanks Ken

[missouri]

What Kingfisher does is simply he has a very large index funD
I use six different index ETFs in between them they have all the stocks in roughly the same proportions as Ken Fisher