FIC Core Equity Portfolio Performance as of Q4 2020
Strong Q4 performance to flip a volatile year from deeply underperformance to outperformance!
Author Archives: FIC
FIC Core Equity Performance as of Q3 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 »
FIC Core Equity Performance as of Q2 2020
FIC Core Portfolio S&P 500 Total Return 2020 Q2 1.28%1 20.54%2 2020 YTD -26.57%1 -3.08%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 US Equity Portfolio As of Q1 2020
FIC Core Portfolio S&P 500 Total Return 2020 Q1 -27.47%1 -19.60%2 2020 YTD -27.47%1 -19.60%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 »
Stay Calm and Carry On
Stay Calm and Carry On
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 »