Fisher Investments Reviews When You Should Consider Selling Equities

Fisher Investments’ founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, discusses when it’s appropriate to sell equities. Ken advises against selling equities due to volatility or due to mechanical functions—like stop-loss orders—particularly if the fundamentals of the equities remain strong. Ken encourages investors to select equities that fit their goals when adding them to their portfolio, blending those that may move against each other in the short-to-intermediate term, but possess similar long-term return expectations. According to Ken, this approach to portfolio management helps create a more stable path to long-term returns. For more of Fisher Investments thoughts on the markets, visit us at www.fisherinvestments.com/en-gb. • Connect with us on: Facebook - www.facebook.com/FisherInvestmentsUK • Twitter - twitter.com/fisherinvestuk • LinkedIn - www.linkedin.com/company/fisher-investments-uk • Instagram - www.instagram.com/fisher_investments_uk/ This commentary constitutes the general views of Fisher Investments UK and Fisher Investments, and should not be regarded as personalised investment or tax advice or as a representation of their performance or that of their clients. No assurances are made that they will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast made herein. Not all past forecasts have been, nor future forecasts may be, as accurate as any contained herein. Fisher Investments Europe Limited, trading as Fisher Investments UK, is authorised and regulated by the UK Financial Conduct Authority (FCA Number 191609) and is registered in England (Company Number 3850593). Fisher Investments Europe Limited Headquarters: Level 18, One Canada Square, Canary Wharf, London, E14 5AX Fisher Investments Europe Limited’s parent company, Fisher Asset Management, LLC, trading under the name Fisher Investments, is established in the USA and regulated by the US Securities and Exchange Commission. Investment management services are provided by Fisher Investments. Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.

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