TECHINVEST - OUR PERFORMANCE RECORD
Please bear in mind that historic performance is not necessarily a guide to the future. Nevertheless, we are proud of the newsletters strong performance record, which has helped a large number of investors to achieve strong returns from their technology stock portfolios.
The performance record has four elements, which we are happy to present in detail:
1. The Techinvest Trader Portfolio
Now in its fourth incarnation, the Trader Portfolio is an unaudited paper fund that is run to illustrate the dynamics of managing an active technology sector 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 fund can act just like any subscriber, using its judgement to buy, hold or sell in accordance with subsequent price movements and news flow within the sector.
All transactions take full account of prevailing bid-offer spreads. Commission is now charged at a flat rate of £12.50 on deals of any size, to reflect current online dealing rates. No credit is taken for dividends paid by companies nor for interest on cash balances. Current holdings are valued using mid-market prices.
Let’s start with a long-term perspective and the performance of the first three Trader Portfolios (1985-1993; 1993-1996; and 1996-2000):
After those spectacular returns, the fourth Trader Portfolio started with the new ,millennium on 1st January 2000, and here is the performance data taken from the August 2018 newsletter, price data from the close of business on July 31st 2018:
You can see that since inception the portfolio has thrashed the FTSE 100 Index and the FTSE techMARK Focus index, and it has also outperformed handsomely over the last year.
2. Some of our best tips
Of course one of the great aspects of technology investing is that some truly spectacular returns can be made from time to time. Let’s just mention two of our recent favourites that have been massively successful for subscribers:
We recommended the shares of robotics company Blue Prism in May 2016 at £1.205, seeing potential in the company that has since been realised with dramatic effect. As at 21st August 2018 the shares have risen to £21.25 - that’s a staggering rise of 1663%, or 17x your money, in a little over two years.
Keywords Studios has been another tremendous performer - we recommended this video games services company at £1.585 in May 2015, since when the shares have rocketed to £19.12 (as at 21st August 2018). That’s a 12x increase in a little over three years, equating to a gain of 1106%.
Now we’ve picked these two extraordinary performers to demonstrate the unique potential of technology shares, but these gains are not intended to be representative. Of course many other recommendations have not performed so well, and some have fallen in value.
3. The New Year Tips
Every January we make our special selections for the year, reviewing them in the December newsletter. In 2017 the Jan-Dec gain from our twelve selections was 37.06%, against 6.2% from the FTSE techMARK Index and 3.4% from the FTSE 100 Index.
4. The North American Tips
Whilst the newsletter is generally devoted to smaller UK shares, we also provide some coverage of the larger North American market, as there are so many great technology opportunities there. In 2017 our North American tips delivered a Jan-Dec return of 22.2% against the Nasdaq Composite Index up by 26.7%.
We think that’s a more comprehensive track record than many newsletters would provide, but we fully recognise that the proof of the pudding is in the eating, and that the newsletter must deliver profitable advice for subscribers to justify our annual fee. We hope that this data will give you sufficient confidence to give the newsletter a try.
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The next issue of Techinvest is published on Saturday 7th March.
CONTACT DETAILS AND RISK WARNING
Techinvest, The McHattie Group, St Brandon’s House,
29 Great George Street, Bristol, BS1 5QT. Tel: 0117 407 0225.
Warning: the price and value of all shares may go down as well as up, and you may not get back the full amount invested. You should not buy equity securities with money you cannot afford to lose. Technology companies may exhibit greater than average volatility, meaning your investment may be subject to sudden and large falls in value and you may get back nothing at all. Changes in rates of exchange may have an adverse effect on the value or price of the investment in sterling terms. As with other investments, transactions in technology securities may also have tax consequences and on these you should consult your tax adviser. We have taken all reasonable care to ensure that all statements of fact and opinion contained in this publication are fair and accurate in all material respects. Investors should seek appropriate professional advice if any points are unclear. This newsletter is intended to give general advice only, and the investments mentioned are not necessarily suitable for any individual. It is possible that the officers of the McHattie Group and their associates may have a beneficial holding in any of the securities mentioned in this guide. Andrew McHattie is responsible for the preparation of the research recommendations contained within. Published by The McHattie Group, St Brandon's House, 29 Great George Street, Bristol, BS1 5QT. Tel: 0117 407 0225. E-Mail: firstname.lastname@example.org. Web Site: http://www.techinvest.co.uk. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form by any means, electronic, mechanical, photographic, or otherwise without the prior permission of the copyright holder. ©2019. The McHattie Group offers restricted advice on certain types of investment only. Authorised and regulated by the Financial Conduct Authority.