Like I've said ICONOMI's decision making regarding investments has been impeccable so far.
It's almost like Jani is Kane from C&C. Always one step ahead of the enemy, and whatever happens it always fits in his master plan

Let's break it down.
Byteball - great investment
Golem - great investment
Cosmos - looks great, but not trading yet
Santiment - good investment, out-performed holding ETH or BTC if you factor in the extra SAN they got from investing in presale
Aragon - good investment, performed about the same as holding ETH and I think it will pump hard eventually
Bancor - good investment, performed about the same as holding ETH
Aeternity - Iconomi's invested ETH got stolen by the blackhat
Matchpool - down 67% ETH
WeTrust - down 62% ETH
Iexec - down 50% ETH
This is just a snapshot of the market today. The last 4 haven't performed well, but maybe they will outperform ETH in the coming months. They only account for less than 7% of the portfolio too.
Profitable "blue-chip" picks that ICNP seems to have skipped:
- Basic Attention Token
- OmiseGo - was hard to get into this one
- Civic
- Status
- Tezos - not trading yet, but I bet it will outperform holding BTC or ETH
I agree that the performance of ICNP has been very good. Some of the picks will surely pump like Golem at some point and ICNP will realize a nice profit for buybacks.
More accurate numbers will be revealed in the second quarterly report. Can not wait to see it.