Tag Archives: Performance

FIC Core Portfolio Performance – As of Q1 2018

By | April 1, 2018

FIC Core Portfolio S&P 500 Total Return 2018 Q1 4.85%1 -0.76%2 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 is not reflecting effect of deposits… Read More »

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 »