Kenneth Lawrence Fisher (born November 29, 1950) is an American billionaire investment analyst, author, and the founder and chairman of Fisher Investments, a fee-only financial adviser. 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. As of August 2022, his net worth is estimated at US$5.1 billion. In 2010, he was included in Investment Advisor magazine's "30 for 30" list of the 30 most influential people in the investment advisory business over the last 30 years. As of September 2020, Fisher's firm managed $135 billion.
| Stock | Dividend score | HGI score | Levermann score | Weight | |
|---|---|---|---|---|---|
|
5.42%
|
|||||
|
4.96%
|
|||||
|
IEF
ISHARES TR 7 10YR TR BD ETF
|
4.53%
|
||||
|
4.26%
|
|||||
|
3.15%
|
|||||
|
2.96%
|
|||||
|
2.81%
|
|||||
|
2.68%
|
|||||
|
2.48%
|
|||||
|
VCIT
VANGUARD FDS INT TERM CORP
|
2.36%
|
||||
|
2.10%
|
|||||
|
1.81%
|
|||||
|
1.70%
|
|||||
|
1.70%
|
|||||
|
1.63%
|
|||||
|
1.52%
|
|||||
|
1.47%
|
|||||
|
1.40%
|
|||||
|
1.29%
|
|||||
|
GE
GE AEROSPACE COM NEW
|
1.29%
|
||||
|
EXXON
EXXON MOBIL CORP
|
1.28%
|
||||
|
1.25%
|
|||||
|
1.25%
|
|||||
|
1.17%
|
|||||
|
1.14%
|
|||||
|
1.12%
|
|||||
|
1.09%
|
|||||
|
1.01%
|
|||||
|
1.00%
|
|||||
|
Other positions
|
38.18%
|