Newsletter Trader Portfolios
The Trader Portfolio is an unaudited paper fund which is run in the Techinvest Newsletter to illustrate the dynamics of managing an active technology portfolio. No new share goes into the portfolio until after it has been rated as a New Buy in an issue of Techinvest. After that, the Trader Portfolio can act like any subscriber, using its judgement to buy, hold or sell in accordance with the subsequent price movements and news flow within the sector.
Data updated as at
|
| Techinvest Trader Portfolio 1 |
|
Techinvest Trader Portfolio 2 |
|
Techinvest Trader Portfolio 3 |
| Starting capital (1.3.85): |
£20,000 |
|
Starting capital (1.1.93): |
£50,000 |
|
Starting capital (1.4.96): |
£50,000 |
| Termination Value (31.3.93): |
£462,874 |
|
Termination Value (30.4.96): |
£276,691 |
|
Termination Value (31.3.00): |
£570,402 |
| Gain (8
years and 1 month): |
2214% |
|
Gain
(40 months): |
453.3% |
|
Gain
(4 years): |
1040% |
| Trader Portfolio 4 (current) |
no. of
shares | Company | bought | total
cost £ | present
price p | value
£ | | when | at (p) | | 18000 | BATM Advanced Communications * | 18/05/04 | 17.00 | 3157.00 | 42.75 | 7695.00 | | 16000 | Portrait Software | 18/08/04 | 24.00 | 3964.00 | 24.75 | 3960.00 | | 6000 | Pilat Media Global * | 01/02/05 | 39.00 | 2415.00 | 40.50 | 2430.00 | | 25000 | smartFOCUS* | 04/04/05 | 9.62 | 2482.00 | 11.75 | 2875.00 | | 5000 | Bond Intl Software | 13/05/05 | 88.50 | 4563.00 | 76.00 | 3800.00 | | 40000 | IDOX | 05/06/05 | 10.25 | 4230.00 | 11.75 | 4700.00 | | 2600 | First Derivatives * | 20/10/05 | 90.00 | 2428.00 | 335.00 | 8710.00 | | 1800 | NCC | 26/10/05 | 220.00 | 4087.00 | 385.50 | 6939.00 | | 5000 | Ant | 16/02/06 | 83.50 | 4307.00 | 26.50 | 1325.00 | | 25000 | Portrait Software | 27/03/06 | 16.00 | 4128.00 | 24.75 | 6188.00 | | 13000 | KBC Advanced Tech | 19/07/06 | 31.00 | 4159.00 | 51.00 | 6630.00 | | 60000 | Lombard Risk Management | 15/09/06 | 6.88 | 4256.00 | 3.38 | 2028.00 | | 3500 | Alterian | 15/12/06 | 108.00 | 3902.00 | 172.00 | 6020.00 | | 50000 | IDOX | 07/02/07 | 7.00 | 3616.00 | 11.75 | 5875.00 | | 40000 | @UK | 07/03/07 | 11.25 | 4640.00 | 1.25 | 500.00 | | 2000 | SQS Software Quality Systems | 08/03/07 | 207.00 | 4271.00 | 200.50 | 4010.00 | | 7000 | PROACTIS | 26/03/07 | 58.00 | 4189.00 | 35.50 | 2485.00 | | 10000 | Blinkx | 06/06/07 | 43.75 | 4512.00 | 13.25 | 1325.00 | | 10000 | MTI Wireless Edge | 23/08/07 | 40.50 | 4179.00 | 13.25 | 1325.00 | | 30000 | Monitise | 11/09/07 | 13.75 | 4256.00 | 19.25 | 5775.00 | | 7000 | Amino Technologies | 20/12/07 | 52.00 | 3759.00 | 41.00 | 2870.00 | | 18000 | Clearstream Technologies | 13/03/08 | 22.50 | 4179.00 | 27.50 | 4950.00 | | 10000 | Strategic Thought | 01/04/08 | 38.00 | 3923.00 | 32.00 | 3200.00 | | 14000 | System C Healthcare | 07/07/08 | 31.00 | 4476.00 | 42.00 | 5880.00 | | 8000 | Probability | 25/07/08 | 47.00 | 3882.00 | 45.00 | 3600.00 | | 7000 | KBC Advanced Technologies | 08/08/08 | 53.00 | 3832.00 | 51.00 | 3570.00 | | 3000 | Alterian | 19/09/08 | 118.00 | 3657.00 | 172.00 | 5160.00 | | 10000 | Microgen | 01/10/08 | 39.00 | 4026.00 | 87.00 | 8700.00 | | 6000 | Optos | 09/10/08 | 66.50 | 4118.00 | 124.00 | 7440.00 | | 5000 | Norkom | 17/10/08 | 77.56 | 4003.00 | 145.00 | 7250.00 | | 11000 | PowerFilm | 05/11/08 | 34.00 | 3862.00 | 21.50 | 2365.00 | | 72647 | Innovation | 11/12/08 | 4.93 | 3581.00 | 13.25 | 9626.00 | | 13000 | Focus Solutions | 23/04/09 | 31.50 | 4225.00 | 42.50 | 5525.00 | | 10000 | Prologic | 10/06/09 | 34.00 | 3513.00 | 30.00 | 3000.00 | | 8000 | Bglobal | 17/12/09 | 45.00 | 3688.00 | 39.50 | 3160.00 | | 8000 | Bango | 18/12/09 | 47.00 | 3852.00 | 83.00 | 6640.00 | | 16000 | Vislink | 16/02/10 | 24.75 | 4087.00 | 23.75 | 3880.00 | | 4000 | Nanoco | 09/03/10 | 84.00 | 3472.00 | 110.50 | 4420.00 | | 24000 | Software Radio Technology | 15/04/10 | 14.13 | 3534.00 | 14.00 | 3360.00 | Transactions include all dealing costs.
* denotes part profits taken.
All purchase prices adjusted for subsequent rights/scrip issues
Starting capital £100,000 (1.1.2000) | | | | cash | £-1292.00 | | total | £177899.00 |
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