Investment Results & Data - 2007
As stated in our investment policy documents,
60%-80% of our investments (assets where PatentsFund.com
acts as the trustee) are invested in public companies traded on
NYSE, NASDAQ, Nikkei, TASE and other stock exchanges.
The exact portion invested depends on
the individual investment agreement signed.
We are proud to present our 2007 performance
data for this significant portion.
As always, many transactions were made during 2007.
These involved 11 carefully selected companies with strong IP, reacting
to market trends on real-time.
The selected companies were:
|
Internal Serial Number
|
Company
|
Symbol
|
| 21006 |
Elbit Systems Ltd. |
ESLT |
| 21005 |
Fujitsu Component Ltd. |
6719:JP |
| 20015 |
Hewlett-Packard Company
|
HPQ |
| 21004 |
NEC Corp. |
6701:JP |
| 20079 |
Sun Microsystems Inc. |
JAVA |
| 20105 |
Microsoft Corporation |
MSFT |
|
21001
|
Nokia Corp. |
NOK |
|
20107
|
Google Inc. |
GOOG |
|
21003
|
Broadcom Corp. |
BRCM |
|
21002
|
Sprint Nextel Corp. |
S |
|
20109
|
Amdocs Limited |
DOX |
Average Gross Interest - 2007:
30.09%
Average PatentsFund.com Management
Fee: 0.712%
Average Profit Sharing PatentsFund.com Fee: 4.387%
Average Stock Transaction Costs: 5.803%
Average Interest Generated To
Investors (After Expenses) During 2007:
19.188%
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and assess all of the information contained herein, including all
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© Copyright 2006-2014 - Itzhaki-Weinberger
Consultants (IWC) Limited, All Rights Reserved
Itzhaki-Weinberger Consultants (IWC) Limited
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