Ken Fisher’s Top 5 Stock Picks

3. Microsoft Corporation (NASDAQ: MSFT)

Fisher Asset Management has been holding a position in Microsoft Corporation (NASDAQ: MSFT) over the years. It is the third-largest stock holding of Ken Fisher’s 13F portfolio and the firm has benefited from its position. Shares of Microsoft soared close to 31% in the past twelve months and the company has also raised its dividends by 9.8% for 2021.

Blue Hawk Investment Group, which returned 7.48% for the Q4 of 2020, stated in an investor’s letter that its Microsoft position helped in generating returns. Here is what Blue Hawk Investment stated:

“Our top contributors in 2020 came from the long book, led by three of our core holdings. Microsoft round out the top five. The stock we have held since the inception of the fund, buying Microsoft at $62 originally in early 2017. A 3.5x return respectively over the four-year period.”

Schroder Investment Management talked in detail about MSFT in its Q4 investor letter.