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Investment Results & Data - 2012 to 2014

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 performance data for this significant portion.

We are proud to declare that our conservative long-term approach proved itself also starting 2012, as we invested in a similar way to what we did during 2010-2011, yet achieved wonderful combined results for 2011-2012 that are far better then the performance of the markets during 2011-2012. The same apptoach continued in 2013 & 2014.

Emphasis on fiscal year 2012: many transactions were made during 2012. 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 2010.

In 2012 we have liquidized most of our older funds and migrated them into alternative investments such as in European real estate, which had an effect on our results (which improved 2013-2014 - see the new venture ISRA-BERLIN - http://www.isra-berlin.com, we can now state we entered the German real estate market with superb timing), as only new funds are now directed into IP investments and previous funds including profits from the years 2006-2012 are now secured so most of them migrated into European real estate, including our new focus on Berlin, Germany (via ISRA-BERLIN - http://www.isra-berlin.com). This move was done to make sure our profits and results in the last years will not be at risk, so these funds were allocated to "low risk" and more traditional investments.

The selected companies in 2012 were (new funds only - older funds mostly sold and migrated into alternative investments):

Internal Serial Number



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
Monstanto Co MON
Nokia Corp. NOK
Syngenta AG SYT
Brookfield Homes BHS
Google Inc. GOOG
Broadcom Corp. BRCM
Sprint Nextel Corp. S


Amdocs Limited DOX

Average Gross Interest - 2012: 12.22%

Average PatentsFund.com Management Fee: 1.51%
Average Profit Sharing PatentsFund.com Fee: 2.02%
Average Stock Transaction Costs: 4.13%

Average Interest Generated To Investors (After Expenses) During 2012:


Average Gross Interest - 2013: 17.05%

Average PatentsFund.com Management Fee: 1.74%
Average Profit Sharing PatentsFund.com Fee: 2.78%
Average Stock Transaction Costs: 0.22%

Average Interest Generated To Investors (After Expenses) During 2013:


Average Gross Interest - 2014: 9.23%

Average PatentsFund.com Management Fee: 1.51%
Average Profit Sharing PatentsFund.com Fee: 1.20%
Average Stock Transaction Costs: 0.18%

Average Interest Generated To Investors (After Expenses) During 2014:

Review of results and performence from 2005 to 2014:

We are very proud to have generated (and now secured) superb results for our investors during 2005-2012 - each 100,000$ invested in 2005 became 423,000$ in 2013! (And 449,000$ in 2014 - That's 349% Yield in 10 years!)

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This information is confidential and may contain proprietary or privileged information.
This information is provided to the recipient, for the purpose of considering and evaluating the opportunity referred to herein.
It is intended for use by sophisticated investors who are able to conduct their own investigations and legal and financial due diligence in connection with it.
The information contained herein is based on assumptions thought 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 own independent inquiries and due diligence investigations.
IWC declares all such investment opportunities to be of very high risk, and not suitable for the non-sophisticated investor. Information and opinions presented in this document have been obtained or derived from sources believed by IWC and/or its subsidiaries and/or its affiliates to be reliable, but IWC makes no representation as to their accuracy or completeness.
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Itzhaki-Weinberger Consultants (IWC) Limited