Tag Archives: investment performance

FIC Core Portfolio Performance – As of Q2 2018

By | July 2, 2018

Quarterly Commentary Major indices experienced volatile movements during Q2 2018, however, FIC’s Core Portfolio experienced strong revaluation – partly due to market’s recognition on a couple key positions we had in significantly mis-priced Retail companies. The overall market is very richly priced for companies in indices (partly due to passive strategies indifferent allocation and purchase… Read More »

FIC Core Portfolio Performance – As of end of Q4 2017

By | January 1, 2018

FIC Core Portfolio S&P 500 Total Return 2017 32.39%1 21.83%2 2016 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 is not reflecting effect of deposits and withdraws on total… Read More »