Performance Update
We have improved over time. And we will continue to do so
Category Archives: Performance
FIC Core Portfolio Performance As of Q4 2021
FIC Core Portfolio S&P 500 Total Return 2021 Q4 -1.72%1 11.03%2 2021-Calendar -1.1% 28.7%2 2020-Calendar 20.9%1 18.4%2 2019-Calendar 4.0%1 31.5%2 2018-Calendar -18.0% -4.4% 2017-Calendar 35.1% 21.8% 2016-Calendar 16.7% 20.1% 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… Read More »
FIC Core Equity Portfolio Performance as of Q4 2020
Strong Q4 performance to flip a volatile year from deeply underperformance to outperformance!
FIC Core US Equity Portfolio As of Q4 2019
Year Main Fund (Money Weighted Return, Pre-tax) S&P 500 Total Return MSCI China Index 2016 (Feb 3) 16.7% 20.1% 16.9% 2017 35.1% 21.8% 55.6% 2018 -18.0% -4.4% -18.7% 2019 4.0% 31.5% 23.0% NOTE: 1. Past results do not indicate future performance. This is NOT an effort to raise funds nor this is an effort to provide… Read More »
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 »
FIC Core Portfolio Performance – As of end of Q4 2017
Year Main Fund (Money Weighted Return, Pre-tax) S&P 500 Total Return MSCI China Index 2016 (Feb 3) 16.7% 20.1% 16.9% 2017 35.1% 21.8% 55.6% NOTE: 1. Past results do not indicate future performance. This is NOT an effort to raise funds nor this is an effort to provide investment advice in any form. 2. Minimum… Read More »