Category Archives: Performance

FIC Core Equity Performance as of Q2 2020

By | July 1, 2020

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 US Equity Portfolio As of Q1 2020

By | May 2, 2020

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 »

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 2019

By | October 5, 2019

Quarterly Commentary: S&P and Dow Jones Industrial remained strong, supported by the easy monetary policies around the globe. It is not a mandate for central banks to play the role of Santa Clause. They try to delay the natural correction however in the end, they may create the biggest monster bubble that no one can… 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 »

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 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 »