iMOBHQ's Yearly Portfolio Summary Review
January 1, 2010 California, USA. iMOBHQ, Investment Managers of Business Head Quarters, releases it's Yearly Portfolio Performance Summary Review of all of the portfolios it managed during the year. The purpose of iMOBHQ's Yearly Portfolio Review is to report the Rate of Return of the portfolios to it's investors at year end.
In 2009, there are currently six portfolios that are being managed by iMOBHQ.COM and one portfolio being added to it's list of portfolio. Below is the list of portfolio's managed and their Rates of Return:
NOTE: Benchmark 20% Rate of Return.
CONSERVATIVE (Return on Investment: 5%)
The Maharlika Funds - Flagship Portfolio C was just established this year and has been lagging the other portfolio since it has been more conservative in it's positions. It has held most of it's assets in cash and have not been actively trading. This will change in 2010 since the focus of this fund has now been established and we expect it to perform like the other portfolio's managed. In 2010 this portfolio will focus on maintaining positions in CONSISTENT DIVIDEND Paying companies that are well established. It will concentrate on Oil and Energy, Telecommunications, Real Estate Investment Trusts, and Transportation.
REBALANCING (Return on Investment: 26% and 52.35%)
My Trader Source and Jade Securities has been concentrating on rebalancing it's portfolio holdings in 2009. The two portfolios are still in the process of rebalancing it's portfolio holdings and plans to liquidate non profitable investments and purchase more profitable investments in 2010. Jade Securities was established in 1997 and My Trader Source in 2000. The two portfolios invested heavily in the High Technology Sector during the late 90's and early 2000.
BUY AND HOLD STRATEGY (Return on Investment: 35.2% and 42.25%)
Maharlika Funds - Flagship Portfolio D and Maharlika Funds - Flagship Portfolio A has held it's positions on the same companies it has invested in before the market down turn. These portfolios has invested all of it's assets to companies that are more established.
ACTIVE TRADING (Return in Investment: 26%)
Maharlika Funds - Flagship Portfolio B was established late 2008 but was actively trading in 2009. It has been actively taking positions in companies that are consistent in paying dividends for atleast the last five years. It has also taken positions in well esblished companies that were oversold during the financial downturn that has great potential of rebounding as the economy begins to recover. Due to economic pressure, some of the companies that paid consistent dividends where iMOBHQ's portfolios have positions on has lowered there dividend payments. This puts pressure to the portfolio's profitability resulting to lower overall gain and ROI in 2009. Inspite of the economic pressure, overall the portfolio was still able to perform better than iMOBHQ's market benchmark of 20% gain each year.
The Maharlika Funds - Flagship portfolio series is owned by an individual investor. Jade Securities and My Trader Source are portfolios owned by multiple investors. The Akropolis Group was just established in November of 2009 and will start it's investment activities in 2010 and is owned by multiple investors.
For additional information for investors of all the portfolio above, please contact (562)345-5012. Or send us an E-mail at alerts@imobhq.com.
In 2009, there are currently six portfolios that are being managed by iMOBHQ.COM and one portfolio being added to it's list of portfolio. Below is the list of portfolio's managed and their Rates of Return:
|
Name of Portfolio Managed |
2009 Year To Date Rate of Return |
| Maharlika Funds - Flagship Portfolio A |
|
| Maharlika Funds - Flagship Portfolio B |
|
| Maharlika Funds - Flagship Portfolio C |
|
| Maharlika Funds - Flagship Portfolio D |
|
|
Jade Securities Portfolio |
|
| My Trader Source Portfolio |
|
| Akropolis Group Portfolio | N/A (Newly Established) |
CONSERVATIVE (Return on Investment: 5%)
The Maharlika Funds - Flagship Portfolio C was just established this year and has been lagging the other portfolio since it has been more conservative in it's positions. It has held most of it's assets in cash and have not been actively trading. This will change in 2010 since the focus of this fund has now been established and we expect it to perform like the other portfolio's managed. In 2010 this portfolio will focus on maintaining positions in CONSISTENT DIVIDEND Paying companies that are well established. It will concentrate on Oil and Energy, Telecommunications, Real Estate Investment Trusts, and Transportation.
REBALANCING (Return on Investment: 26% and 52.35%)
My Trader Source and Jade Securities has been concentrating on rebalancing it's portfolio holdings in 2009. The two portfolios are still in the process of rebalancing it's portfolio holdings and plans to liquidate non profitable investments and purchase more profitable investments in 2010. Jade Securities was established in 1997 and My Trader Source in 2000. The two portfolios invested heavily in the High Technology Sector during the late 90's and early 2000.
BUY AND HOLD STRATEGY (Return on Investment: 35.2% and 42.25%)
Maharlika Funds - Flagship Portfolio D and Maharlika Funds - Flagship Portfolio A has held it's positions on the same companies it has invested in before the market down turn. These portfolios has invested all of it's assets to companies that are more established.
ACTIVE TRADING (Return in Investment: 26%)
Maharlika Funds - Flagship Portfolio B was established late 2008 but was actively trading in 2009. It has been actively taking positions in companies that are consistent in paying dividends for atleast the last five years. It has also taken positions in well esblished companies that were oversold during the financial downturn that has great potential of rebounding as the economy begins to recover. Due to economic pressure, some of the companies that paid consistent dividends where iMOBHQ's portfolios have positions on has lowered there dividend payments. This puts pressure to the portfolio's profitability resulting to lower overall gain and ROI in 2009. Inspite of the economic pressure, overall the portfolio was still able to perform better than iMOBHQ's market benchmark of 20% gain each year.
The Maharlika Funds - Flagship portfolio series is owned by an individual investor. Jade Securities and My Trader Source are portfolios owned by multiple investors. The Akropolis Group was just established in November of 2009 and will start it's investment activities in 2010 and is owned by multiple investors.
For additional information for investors of all the portfolio above, please contact (562)345-5012. Or send us an E-mail at alerts@imobhq.com.



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