FIC Core US Equity Portfolio As of Q4 2019

By | January 25, 2020

FIC Core Portfolio S&P 500 Total Return 2019 Q4 17.15%1 9.07%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 time weighted returns, therefore… Read More »

FIC Core Portfolio Performance as of Q3 2019

By | October 5, 2019

Quarterly Commentary: S&P and Dow Jones Industrial remained strong, supported by the easy monetary policies around the globe. It is not a mandate for central banks to play the role of Santa Clause. They try to delay the natural correction however in the end, they may create the biggest monster bubble that no one can… Read More »

2018 Summary

By | December 31, 2018

Work: Consistently placed capital in commercial real state space and in common equities Investment return summary will be discussed in a separate post Personal Improvement: Running and Training: Total mileage: 2107 miles Number of Races: 10 (1 1-mile race, 1 5K-race, 1 4mile-race, 1 5-mile race, 1 10K-race, 1 15K-race, 1 15-mile training race and… Read More »

Publication Schedule

By | December 14, 2018

Now we are very busy analyzing and buying things (lots of good stuff getting closer and closer to be investible everyday) and we are actively screening a lot of opportunities now.  (just imagine the “Black Friday” in stock market, not in ebay or amazon). As a result, our usual weekly publication schedule will change to… Read More »