Ken Fisher
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DESCRIPTION:
Date updated:02-11-2010
As of 12/31/2009 funds in Fisher Asset Management were valued at $29.6 billion.
During the quarter the fund had 531 total positions. The top five sector weightings are in: Financial (16.73%), Technology (16.09%), Energy (12.86%), Basic Materials (12.10%), and Services (10.07%).
During the quarter some of the following significant actions were taken:
Positions closed out (27 positions): BDK, HNHPF, HLX, AKCIF, STSA
New positions (20 positions): ACWI, GIS, MCD, CASC, GR, F
Decreased positions (194 positions): CHL, BNI, FCX, SMFJY, TWC
Increased positions (258 positions): ORCL, HPQ, PBR, STD, EMC, HMC
Here are the top 30 holdings as of Dec. 31, 2009 according to the most recent form 13F-HR filed with the SEC on Jan. 21, 2010.
-
EEM
Ishares Trust (ba - $41.60
- +1.29%
- $41.21
2.92% of portfolio. Position was changed by -0.43%.
-
EEM
Ishares Trust (ba - $41.60
- +1.29%
- $41.21
2.92% of portfolio. Position was changed by -0.43%.
-
OXY
Occidental Petrol - $82.37
- +1.62%
- $81.58
2.19% of portfolio. Position was changed by -0.04%.
-
APC
Anadarko Petroleu - $71.89
- +0.83%
- $71.80
2.07% of portfolio. Position was changed by -0.49%.
-
CSCO
Cisco Systems - $26.15
- +0.27%
- $26.03
1.91% of portfolio. Position was changed by -0.53%.
-
SI
Siemens Ag Americ - $96.22
- +3.77%
- $94.56
1.89% of portfolio. Position was changed by -0.38%.
-
BASFY
Basfy - $0.00
- N/A
- $N/A
1.82% of portfolio. Position was changed by -0.37%.
-
SLB
Schlumberger N.v. - $65.52
- +1.88%
- $64.81
1.79% of portfolio. Position was changed by -0.31%.
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04/29/2008 23:00 PM CDT Asked by JBoggle
Ken Fisher is a snake oil salesman. His performance is mediocre at best. Any conventional analysis of his returns proves that as many mass marketers of investment advice, you’d be far better served owning 2 or 3 ETF’s, with lower fees and better risk adjusted and absolute returns.
11/05/2007 05:52 AM CST Asked by zac
I have read many financial books, and found Fisher's book very hard to read. Not saying he's not a quality manager, just wasn't fun reading his latest book.
10/13/2007 20:15 PM CDT Asked by steve110
This is one of the best portfolios here. I would put some Philips (PHG) and Garmin (GRMN) in it.
Garmin Offers
10/10/2007 21:47 PM CDT Asked by Roy in Oceanside
I read his book "The Only Three Questions That Count." It is the best book I have ever read on stock market investing.
10/09/2007 10:11 AM CDT Asked by Paintball Guns
I haven't read his book. Could someone explain his approach to stock picking in a sentence or two?
Paintball Guns
10/09/2007 10:08 AM CDT Asked by Paintball Guns
What is the basis for this portfolio? I haven't read the book.
Paintball Guns
09/29/2007 10:42 AM CDT Asked by -2cents
Does anyone have opinions on his book?
bridging loans bridging finance Adverse credit mortgage Buy to Let Mortgage
08/15/2007 23:36 PM CDT Asked by youngmoney
Yeah Homebuidlers are cheap Ken! Lol.
05/25/2007 16:36 PM CDT Asked by gfulop
gold
04/16/2007 14:26 PM CDT Asked by dac
In his recent book Fisher says he doesn't own the stocks he picks in Forbes do to restrictions but owns others stocks in the sector. The other stocks listed here I assume are taken from required disclosures.