Tag Archives: Total Return

FIC Core US Equity Portfolio As of Q4 2019

By | January 25, 2020

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 2018

By | September 30, 2018

Quarterly Commentary: S&P and Dow Jones Industrial had a strong quarter in Q3 2018, despite noises from trade frictions to Supreme Court Justice confirmations, from NAFTA negotiations to Turkey currency movements, from Robert Muller investigation to Fed rates hiking We still believe that the equities in major indices are richly priced, however that’s not to… Read More »