How Johanson Financial Advisors Outsmarted the Q3 2021 vs. Q4 2021 Market Performance

Johanson Financial Advisors, Inc. has been actively managing its mutual funds to maintain their strategy and meet their investment objectives. The company’s recent Q3 2021 vs. Q4 2021 holdings comparison revealed many changes in their portfolio, from selling stocks to investing in new ones. This blog post will discuss how Johanson Financial Advisors outsmarted the market performance by analyzing their 13F holdings comparison.

At the beginning of Q3 2021, Johanson Financial Advisors held 38 stocks in their portfolio with a total value of $264,635,000. By the end of Q4 2021, they had only 37 stocks, with a total value of $287,818,000. The change in holdings percentage was 8.7%, indicating that the company had increased its portfolio value in Q4 2021.

One of the biggest changes in Johanson Financial Advisor's portfolio was the selling of Alibaba Group Holding Ltd stocks. In Q3 2021, the company held 10,174 shares of Alibaba, with a total value of $1,506,000. However, in Q4 2021, they only held 7,179 shares, with a total value of $853,000. The significant change in the total value of Alibaba stock holdings (-43.4%) shows that the company does not consider it profitable anymore.

Johanson Financial Advisors has invested heavily in Vanguard Index Funds in Q4 2021. The company invested in three different Vanguard funds: VUG, VTV, and VBR. The total value of VUG stock holdings has increased from $17,904,000 in Q3 2021 to $20,394,000 in Q4 2021, an increase of 13.9%. The total value of VTV stock holdings has also increased from $4,134,000 in Q3 2021 to $4,778,000 in Q4 2021, an increase of 15.6%. Finally, the total value of VBR stock holdings has increased from $1,924,000 in Q3 2021 to $2,054,000 in Q4 2021, an increase of 6.8%.

Johanson Financial Advisors has also been bullish on technology stocks, especially Microsoft Corp, which they held 40,840 shares of in Q3 2021, valued at $11,514,000. In Q4 2021, they increased their holdings to 40,708 shares, valued at $13,691,000—an increase of 18.9%. Another technology stock they invested heavily in was NVIDIA Corp, whose total value of holdings increased from $2,221,000 in Q3 2021 to $3,544,000 in Q4 2021—an increase of 59.6%.

Overall, Johanson Financial Advisors' Q3 2021 vs. Q4 2021 holdings comparison shows that the company has been actively managing their portfolio to meet their investment objectives. They have sold underperforming stocks, diversified their portfolio to minimize risks, and invested in profitable stocks across various sectors. It is clear that their strategy paid off, as their portfolio value increased significantly in Q4 2021. Johanson Financial Advisors' analysis and approach to investing may serve as an excellent example for other mutual fund companies seeking to outsmart the market performance.