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 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 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 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 »
Strong Q4 performance to flip a volatile year from deeply underperformance to outperformance!
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 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 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
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 »