Stay Calm and Carry On
Stay Calm and Carry On
Author Archives: FIC
FIC Core US Equity Portfolio As of Q4 2019
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
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 »
FIC Core Portfolio Performance as of Q2 2019
Quarterly Commentary: S&P and Dow Jones Industrial continued their new-high-making process in Q2. The Fed halted on their rate-hiking path and may cut rate later in 2019, which is a very dangerous sign. However, lower rates is like cocaine – adding instant pleasure to the drug addicts but making their life entirely depending on it.… Read More »
FIC Core Portfolio Performance – As Of Q1 2019
Market entered euphoria phase in Q1 2019, the end is near.
FIC Core Portfolio Performance – As Of Q4 2018
Quarterly Commentary: S&P and Dow Jones Industrial had an extremely volatile Q4 2018, pretty much bringing major indices into bear market briefly before bouncing back to end the year with 4.4% loss for S&P 500 with dividend income We still believe that the equities in major indices are relatively richly priced, however less so after… Read More »
2018 Summary
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
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 »
Trade Friction Put on Hold
We always avoided the term “trade war” here, because it is not one. Nobody dies because of the tariff, not like in Cold War, at least may spies or people actually died in the conflict between two superpowers then. And in our posts in March, In March again, and in May and August, we always believed… Read More »
Happy Thanksgiving to all my readers and your families
Remember happiness is not measured by investment returns. Take some moments to be thankful for a lot of things. Hug your spouse and kid(s)