Monthly Archives: September 2017

FIC Core Portfolio Performance – As of end of Q3 2017

By | September 30, 2017

  FIC Core Portfolio S&P 500 Total Return 2017 YTD 15.83%1 14.24%2 Trailing 12-months 34.80% 18.61% 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 is not reflecting effect of deposits and… Read More »

Case Study:LL

By | September 19, 2017

Note: topics under case studies are for illustration purposes only. They are not investment recommendations. We may or may not maintain active holding at time of publishing and we will make decisions about the investments involved solely on their merits from value investing perspective without any prior updates to this post. Ticket: LL Category: Long… Read More »