FIC Core Portfolio Performance As of Q4 2021

By | March 7, 2022

  FIC Core Portfolio S&P 500 Total Return 2021 Q4 -1.72%1 11.03%2 2021-Calendar -0.49% 28.71%2 2020-Calendar 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported… Read More »

MNR/ILPT Acquisition

By | November 5, 2021

It was announced today that MNR (Monmouth Industrial REIT) will be acquired by ILPT at a $4bn valuation. Link here We, as one minority investor, while commending the management team of seeking maximizing shareholder’s return in MNR, disagree with the sale price. We strongly believe that such a high quality industrial portfolio with long term… Read More »

FIC Core Portfolio Performance for Q3 2021

By | October 26, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q3 -12.64%1 0.58%2 2020-Calender 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported here are all… Read More »

FIC Core Portfolio Performance for Q2 2021

By | July 15, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q2 11.52%1 8.55%2 2020-Calender 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported here are all… Read More »

FIC Core Portfolio Performance for Q1 2021

By | April 15, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q1 3.93%1 6.17%2 2020-Calender 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported here are all… Read More »

FIC Core Equity Performance as of Q3 2020

By | October 2, 2020

    FIC Core Portfolio S&P 500 Total Return 2020 Q3 32.79%1 8.93%2 2020 YTD 7.97%1 5.57%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported here… Read More »