Tag Archives: Quarterly Performance

FIC Core Portfolio Performance for Q3 2021

By | October 26, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q3 -12.64%1 0.58%2 2020-Calender 20.93%1 18.40%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 Equity Performance as of Q3 2020

By | October 2, 2020

    FIC Core Portfolio S&P 500 Total Return 2020 Q3 32.79%1 8.93%2 2020 YTD 7.97%1 5.57%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… 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 »