Investment Results & Data - 2010
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 2010 performance
data for this significant portion.
As always, many transactions were made during 2010.
These involved carefully selected companies with strong IP, reacting
to market trends on real-time. We also enhanced our investment portfolio
with promising real estate firms, promising firms from the energy
sector, and companies with strong IP in the food & genetics
arena. The methodolgy was similar to the one created during 2009.
The selected companies were:
|
Internal Serial Number
|
Company
|
Symbol
|
| 39001 |
Northen Dynesty |
NAK |
| 21006 |
Elbit Systems Ltd. |
ESLT |
| 21005 |
Fujitsu Component Ltd. |
6719:JP |
| 39002 |
Crosstex Energy Inc |
XTXI |
| 20015 |
Hewlett-Packard Company
|
HPQ |
| 21004 |
NEC Corp. |
6701:JP |
| 39003 |
LOWES Corp |
L |
| 39004 |
Crosstex Energy LP |
XTEX |
| 39005 |
Anglo American Plc |
AAUKY |
| 20079 |
Sun Microsystems Inc. |
JAVA |
| 20105 |
Microsoft Corporation |
MSFT |
|
39006
|
Monstanto Co |
MON |
|
21001
|
Nokia Corp. |
NOK |
|
39007
|
SOHU.COM Inc |
SOHU |
|
39008
|
Syngenta AG |
SYT |
|
39009
|
Brookfield Homes |
BHS |
|
20107
|
Google Inc. |
GOOG |
|
21003
|
Broadcom Corp. |
BRCM |
|
21002
|
Sprint Nextel Corp. |
S |
|
20109
|
Amdocs Limited |
DOX |
Average Gross Interest - 2010:
7.12%
Average PatentsFund.com Management
Fee: 1.52%
Average Profit Sharing PatentsFund.com Fee: 0.78%
Average Stock Transaction Costs: 2.77%
Average Interest Generated To
Investors (After Expenses) During 2010:
2.05%
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considering and evaluating the opportunity referred to herein.
It is intended for use by sophisticated investors who are able to
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in connection with it.
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by IWC to be reasonable as of the publication date.
The recipients of this information should independently confirm
and assess all of the information contained herein, including all
projections and in making decisions must rely exclusively on their
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© Copyright 2006-2014 - Itzhaki-Weinberger
Consultants (IWC) Limited, All Rights Reserved
Itzhaki-Weinberger Consultants (IWC) Limited
|
