The Research of Tesco’s Current Investment Portfolio and Some Recommendations

DOI

10.2991/assehr.k.211209.238How to use a DOI?

Keywords

Asset; Investment; portfolio; return

Abstract

The aim of this research is to make some recommendation to the investment portfolio identifying the return and risk of Tesco. The methods used are financial statement analysis, comparison of return models, risk assessment criteria and ways to plan portfolio adjustments. This paper studies Tesco’s current portfolio through the analysis of several common enterprise investment tools, such as return analysis of stocks and bonds, and hedging analysis of foreign exchange. The data comes from Tesco’s financial statements for 2021, with changes backdated to this year’s and the previous year’s figures, as well as proportional gains and losses. The research is insisted of the current conclusion of the portfolio situation and some suggestions for the future adjustment.

Copyright

© 2021 The Authors. Published by Atlantis Press International B.V.

Open Access

This is an open access article under the CC BY-NC license.

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TY  - CONF
AU  - Jiaying Ren
PY  - 2021
DA  - 2021/12/15
TI  - The Research of Tesco’s Current Investment Portfolio and Some Recommendations
BT  - Proceedings of the 2021 3rd International Conference on Economic Management and Cultural Industry (ICEMCI 2021)
PB  - Atlantis Press
SP  - 1461
EP  - 1465
SN  - 2352-5428
UR  - https://doi.org/10.2991/assehr.k.211209.238
DO  - 10.2991/assehr.k.211209.238
ID  - Ren2021
ER  -