The TelecomWatch Model Portfolio
The 12 largest global telcos today have a combined market cap of $1.03bn, 89% of the market cap of the top 27 telcos. These top 12 telcos increased in value by 0.6% in the first 2 weeks of 2007 compared with a 1% increase in the Dow Jones Industrial Average and a 1.6% fall in the FTSE.

The top 5 performing telcos increased by 3.8% in the fist two weeks of this year, while the 5 worst performing shares fell by 2.6%

This relative gain for the best performers of 6.6% underlines the need to employ an effective global stock picking policy for the telco sector.

Telecom Watch has completed a study lasting almost six years to develop an investment strategy based on our experience in the Investment Industry. The results of this work have been very encouraging - The Model Portfolio utilising the strategy outperformed the telecomwatch industry index by over 130% over a 24 month period.