Ken Fisher on the Benefits of Individual Stocks vs Mutual Funds and ETFs

Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher believes owning individual stocks instead of comingled products—like mutual funds and exchange-traded-funds (ETFs)—can have important advantages under the right circumstances. Mutual funds and ETFs are tools which can help investors with relatively smaller portfolios achieve proper diversification. But, if you’ve accumulated a large enough portfolio, you can create your own diversified strategy using individual stocks.

Ken says you should consider individual stocks because they are typically more tax efficient and cheaper than owning funds or ETFs. Instead of paying ongoing yearly fund fees, you pay one, generally low, commission for direct stock ownership of a company. Investors may also choose a fund based on the fund manager’s expertise, thinking they will outperform the market. Ken warns that only a small number of mutual funds actually outperform the market.

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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

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