Category Archives: Performance

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 »

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 »

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 »