Ken Fisher Portfolio

Ken Fisher is an American investor and financial advisor. He founded Fisher Investments in 1979. In 2020, his personal wealth was estimated to be $6.3 billion. He has written multiple books on investing strategies that have been bestsellers in the New York Times.
Ken Fisher’s investment portfolio approach emphasizes durable market leadership, strong earnings power, and long-term compounding through high-quality growth and resilient financial exposures. Based on his top stock holdings, the following are five notable investments:
1) NVIDIA Corporation (NVDA): A core growth stock tied to accelerated computing and AI infrastructure demand. Investors typically view this as a high-conviction technology investment with strong ecosystem momentum.
2) Apple Inc (AAPL): A staple large-cap investment focused on premium devices, services revenue, and brand-driven customer loyalty—often chosen for stability within an otherwise higher-growth portfolio of stocks.
3) Alphabet Inc. – Class A (GOOGL): A key platform investment benefiting from search, advertising strength, and cloud/AI capabilities—commonly aligned with a “quality at scale” thesis in Fisher-style investing.
4) BlackRock Institutional Trust Company N.A. – iShares 7-10 Year Treasury Bond ETF: A treasury bond allocation designed to add balance and potential downside protection. This reflects Fisher’s preference for blending growth-oriented stocks with risk-mitigating fixed-income exposure.
5) Sony Corporation – ADR (SONY): An international consumer-electronics and entertainment investment leveraged to content/IP monetization and product cycles, often valued for diversified revenue drivers.
Overall, these stocks and ETF holdings reflect Ken Fisher’s balanced portfolio construction across technology leadership, established cash-generative franchises, and stabilizing investment-grade duration exposure.