Key Points
- 1. Ken Fisher's Q3 2023 portfolio reflects a decrease of $7.39 billion in position value compared to the previous quarter.
- 2. Fisher Asset Management, LLC employs a long-term investment approach and a diversified portfolio.
- 3. Fisher's portfolio adjustments are not disclosed in the 13F form, but experienced investors regularly review and adjust their holdings based on market conditions and investment strategies.
- 4. Investors should conduct their own research and consider their own investment goals and risk tolerance before making any investment decisions.
- 5. Future updates on Fisher's portfolio will provide further insights into his investment decisions and potential impact on performance.
Renowned investor Ken Fisher, founder of Fisher Asset Management, LLC, has recently released his Q3 2023 portfolio, providing insights into his investment strategy and the current state of his holdings.
According to the 13F form filed with the Securities and Exchange Commission, the reported value of Fisher's portfolio stands at $174 billion, distributed across 1,168 stocks. However, upon closer examination, it is evident that there has been a decrease in the position value compared to the previous quarter.
The Q3 2023 Portfolio
The Q3 2023 portfolio reflects a decrease of $7.39 billion in the current position value, dropping from $181 billion to $174 billion. This decline suggests that Fisher has made some significant changes to his holdings during this period. It is important to note that the 13F form only provides a snapshot of Fisher's portfolio at a specific point in time and does not capture any subsequent changes that may have occurred.
While the specific details of Fisher's portfolio adjustments are not disclosed in the 13F form, it is common for experienced investors like Fisher to regularly review and adjust their holdings based on market conditions and their investment strategies. These adjustments could include buying or selling stocks, reallocating assets, or making sector-specific moves.
It is worth noting that Fisher Asset Management, LLC is known for its long-term investment approach and diversified portfolio. Fisher and his team employ a combination of fundamental analysis, quantitative models, and market research to identify investment opportunities across various sectors and regions.
Top Holdings
- Apple Inc.: A multinational technology company known for its consumer electronics, software, and online services.
- Microsoft Corporation: A leading technology company, known for its software, hardware, and cloud computing services.
- Alphabet Inc.: The parent company of Google, involved in internet-related services, software, and products.
- Amazon.com, Inc.: A multinational technology and e-commerce company, offering various products and services online.
- Vanguard Intermediate-Term Corporate Bond ETF: An exchange-traded fund (ETF) investing in investment-grade corporate bonds with intermediate-term maturities.
Top Buys
- Procter & Gamble Company: A multinational consumer goods corporation, offering a wide range of personal care and hygiene products.
- UnitedHealth Group Incorporated: A diversified health care company involved in health insurance services and health care delivery.
- Alphabet Inc.: The parent company of Google, involved in internet-related services, software, and products.
- PepsiCo, Inc.: A multinational food, snack, and beverage corporation offering a diverse portfolio of products.
- Eli Lilly and Company: A global pharmaceutical company engaged in developing and marketing medicines in various therapeutic areas.
Top Sells
- ABB Ltd.: A multinational corporation specializing in robotics, power, heavy electrical equipment, and automation technology.
- Exxon Mobil Corporation: A global energy corporation engaged in the exploration, production, and sale of crude oil and natural gas.
- American Express Company: A financial services corporation known for its credit card services, traveler's checks, and charge card offerings.
- Hess Corporation: An energy company involved in the exploration, production, refining, and marketing of oil and natural gas.
- LVMH Moët Hennessy Louis Vuitton SE: A multinational luxury goods conglomerate known for its fashion, wines, spirits, jewelry, and cosmetics.
Investors and market observers often closely follow the quarterly portfolio updates of prominent investors like Ken Fisher to gain insights into their investment strategies and potentially identify investment opportunities. However, it is important to remember that individual investors should conduct their own research and consider their own investment goals and risk tolerance before making any investment decisions.
As the markets continue to evolve, it will be interesting to see how Fisher's portfolio evolves in the coming quarters. Investors and analysts will eagerly await future updates to gain further insights into Fisher's investment decisions and the potential impact on his portfolio's performance.
Disclaimer: The information provided in this article is for informational purposes only and should not be construed as investment advice. Always conduct thorough research and consult with a professional financial advisor before making any investment decisions.Investors should always stay informed and conduct their own research before making any investment decisions. The quarterly portfolio updates of renowned investors like Ken Fisher can provide valuable insights, but it is crucial to consider one's own investment goals and risk tolerance. As the markets continue to change, it will be interesting to see how Fisher's portfolio evolves and the impact it may have on its performance. Investors and analysts will eagerly await future updates to gain further understanding of Fisher's investment decisions. Remember to consult with a professional financial advisor before making any investment choices.
