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

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.