Investment Results & Data - 2008
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 2008 performance
data for this significant portion.
2008 was a unique year due to the stock market
crisis.
For PatentsFund.com, the crisis proved to be a real opportunity
to demonstrate the strength of our direct IP investments, our due-diligence
process and the newly established technical investment decision
making tree.
We are now publishing superb financial results for 2008, as management
navigated through the global economic crisis in an unprecedented
fashion.
We sold most of our positions early 2008, avoiding loss and invested
these in both high-yield direct IP and advanced against-the-market
investment tools, leaving our portfolio only with a single position
of Microsoft Corporation stock (which was our only major loss center
this year).
To compare, S&P 500 loss during 2008 was around 47%. We have
managed to outperform S&P 500 by 95% in a single year - like
a mirror image to the entire collapsing market.
Average Gross Interest - 2008:
48.12%
Average PatentsFund.com Management
Fee: 0.93%
Average Profit Sharing PatentsFund.com Fee: 7.021%
Average Stock Transaction Costs: 8.6%
Average Interest Generated To
Investors (After Expenses) During 2008:
31.569%
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Itzhaki-Weinberger Consultants (IWC) Limited
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