Title Page

Investment Analysis Report

Introduction
A summary of my investment of $200,000 in equities of several companies listed on the London Stock Exchange is
included in this report. I initially chose 30 stocks for my watch list and then tried to keep an eye on their stock prices in order
to decide which 10 stocks I would like to spend my initial investment of $200,000 in to create my investing portfolio. The
report will include a summary of the decisions made as well as an explanation of the rationale behind each choice.

Strategies and Results and Analysis

Week 4

Starting Ending no Weig

price Price Total of Weigh hted
this this Invest shar Be Retur Weig ted retur Held/
Company Name week week ment es ta n ht Beta n sold
ADMIRAL GROUP 0.2 39.70
PLC ORD 0.1P 1985 2024 3970 2 5 2.0% % 0.10 0.78% Held
FERREXPO PLC 1.4 2.75 -
ORD 10P 137.75 128.95 275.5 2 6 -6.4% % 0.04 0.18% Held
HILTON FOOD 1251.0 0.6 12.51
GROUP PLC ORD 625.54 633.56 8 2 3 1.3% % 0.08 0.16% Held
HAMMERSON 2.1 4.40 -
PLC ORD 5P 29.35 28.76 440.25 15 9 -2.0% % 0.10 0.09% Held
LIONTRUST
ASSET
MANAGEMENT 1.3 9.32
PLC 932.45 945.64 932.45 1 6 1.4% % 0.13 0.13% Held
TARGET
HEALTHCARE 0.3 2.09
REIT PLC ORD 69.53 70.12 208.59 3 8 0.8% % 0.01 0.02% Held
WETHERSPOON(J 1.3 6.88
.D.) PLC ORD 687.67 695.76 687.67 1 2 1.2% % 0.09 0.08% Held
HELIOS TOWERS 0.1 5.13
PLC ORD 102.54 106.45 512.7 5 3 3.8% % 0.01 0.20% Held
CENTRICA PLC 12.00 -
ORD 6 109.1 108.95 1200.1 11 1.2 -0.1% % 0.14 0.02% Held
1.4 5.22 -
ITV PLC ORD 10P 87.05 85.75 522.3 6 9 -1.5% % 0.08 0.08% Held
10000. 100.0
64 48 0% 0.77 1.01%
 Due to Admiral Group's outstanding performance on my watch list of 30 companies since the day I made that list, I
bought the first two shares of the company. Over the previous five months, the company's stock has continuously performed
strongly. This company's beta score of 0.25 also indicates that the risk of the investment is lower. Although Ferrexpo stocks
had a poor performance over the previous five months, it was initially purchased for this reason. However, now that it has been
announced that it has won the Ukrainian court case involving the share deal, it is anticipated that share prices will rise as a
result of this positive news.
Because Hilton Food stock has had strong performance over the past six months, it was chosen for investment. I've been
keeping an eye on the company's equities for the past week. The stock's prices were rising. I chose this company for my
portfolio and bought two shares of it for this single reason alone.

Week 7
Since the Hilton food stocks were underperforming and this was the equity with the largest loss in the first week of our
investment, I must decide whether to sell it.The proceeds from the sale of the Hilton Food stock were invested in the
Kingfisher firm equities since they were doing well. Overall, the portfolio performed well this week. The return was 0.98%,
which wasn't ideal but was a respectable start.
Start
ing Ending Total no
price Price Inves of Weight
this this tmen shar Retu Weigh Weighte ed Held/
Company Name week week t es Beta rn t d Beta return sold
ADMIRAL GROUP 0.4047
PLC ORD 0.1P 2024 2058 4048 2 0.25 1.7% 74 0.10 0.68% Held
FERREXPO PLC 128. - 0.0257
ORD 10P 95 126.45 257.9 2 1.46 1.9% 88 0.04 -0.05% Held
HILTON FOOD 633.
GROUP PLC ORD 56 0 Sold
HAMMERSON PLC 28.7 - 0.0431
ORD 5P 6 27.85 431.4 15 2.19 3.2% 37 0.09 -0.14% Held
LIONTRUST ASSET
MANAGEMENT 945. 945.6 0.0945
PLC 64 951.45 4 1 1.36 0.6% 58 0.13 0.06% Held
TARGET
HEALTHCARE 70.1 210.3 0.0210
REIT PLC ORD 2 70.56 6 3 0.38 0.6% 35 0.01 0.01% Held
WETHERSPOON(J. 695. 695.7 0.0695
D.) PLC ORD 76 709.15 6 1 1.32 1.9% 72 0.09 0.13% Held
HELIOS TOWERS 106. 532.2 - 0.0532
PLC ORD 45 104.56 5 5 0.13 1.8% 22 0.01 -0.09% Held
CENTRICA PLC 108. 1198. 0.1198
ORD 6 95 110.12 45 11 1.2 1.1% 37 0.14 0.13% Held
85.7 0.0514
ITV PLC ORD 10P 5 88.05 514.5 6 1.49 2.7% 47 0.08 0.14% Held
KINGFISHER PLC 253. 1267. 0.1267 Purchase
ORD 15 5/7P 58 255.76 9 5 1.28 0.9% 82 0.16 0.11% d
 1010
2.16 51 0.85 0.98%

Week 12
This week's portfolio return decreased, and certain stocks' prices fell significantly to blame. The stock of Helios Towers was
sold for the reason that its performance in the previous week did not meet expectations. The proceeds from the sale of the
Helios Tower stocks were invested in Imperial Brands stocks to boost the performance of our portfolio because they have seen
an upward trend over the past year and are anticipated to continue doing so in the near future.
Starting Ending no
Date price Price Total of Weig
Purchase this this Invest shar Be Ret Weig hted Weighte Held/
Company Name d week week ment es ta urn ht Beta d return sold
-
ADMIRAL GROUP 0.2 0.7 0.411
PLC ORD 0.1P 2/8/2023 2058 2044 4116 2 5 % 574 0.10 -0.28% Held
FERREXPO PLC 1.4 1.8 0.025
ORD 10P 2/8/2023 126.45 128.67 252.9 2 6 % 288 0.04 0.04% Held
KINGFISHER PLC 1.2 2.7 0.127
ORD 15 5/7P 2/15/2023 255.76 262.55 1278.8 5 8 % 872 0.16 0.34% Held
HAMMERSON PLC 2.1 2.9 0.041
ORD 5P 2/8/2023 27.85 28.65 417.75 15 9 % 772 0.09 0.12% Held
-
LIONTRUST ASSET 1.3 0.4 0.095
MANAGEMENT PLC 2/8/2023 951.45 947.65 951.45 1 6 % 139 0.13 -0.04% Held
TARGET -
HEALTHCARE REIT 0.3 2.3 0.021
PLC ORD 2/8/2023 70.56 68.95 211.68 3 8 % 167 0.01 -0.05% Held
-
WETHERSPOON(J.D. 1.3 0.5 0.070
) PLC ORD 2/8/2023 709.15 705.76 709.15 1 2 % 91 0.09 -0.03% Held
HELIOS TOWERS
PLC ORD 2/8/2023 104.56 Sold
CENTRICA PLC ORD 1211.3 1.2 0.121
6 2/8/2023 110.12 111.45 2 11 1.2 % 124 0.15 0.15% Held
-
1.4 6.2 0.052
ITV PLC ORD 10P 2/8/2023 88.05 82.55 528.3 6 9 % 827 0.08 -0.33% Held
IMPERIAL BRANDS 1857.7 1849.6 0.4 0.4 0.184 Purch
PLC ORD 10P 2/23/2023 1849.65 5 5 1 2 % 953 0.08 0.08% ased

Because Target Healthcare was losing money for the portfolio and its prices were falling, I liquidated those stocks. Since
Hammerson was our portfolio's best-performing firm, I have chosen to reinvest the proceeds from the sale of the Target
Healthcare holdings by buying its stock. This stock's rate of return last week was 4.9%, the highest of all the equities in our
portfolio.

Portfolio Summary

All of the equities were sold in week eight. The accompanying table and graph display the results of this eight-week
investment. According to the graph and table, the portfolio return has increased over the past few weeks, indicating that the
portfolio has performed well. However, the portfolio beta has increased over the past few weeks, indicating that the portfolio
risk has increased. This also suggests that higher risks typically result in higher rewards. As a result, over time, I added more
riskier equities to my portfolio, and the return grew along with these rising risks.

Portfolio Summary Portfolio Return

Week 4 1.01%
Week 7 0.98%
Week 12 0.85%

Conclusion

I had a great time participating in the investment activity, and I gained a lot of knowledge about making investments. The
results from the investment portfolio show that while the portfolio return has been increasing over the past few weeks,
indicating that the portfolio has performed well over the past few weeks, the portfolio beta has been increasing over the same
period, indicating that the portfolio risk has increased. This finding also suggests that higher risks typically result in higher
rewards. In drawing a conclusion, I would say that several of the stocks that were chosen because they had a strong track
record and positive trends started to lose money. This suggests that it might not be enough to base judgments just on the trend.
References
https://www.hl.co.uk/shares/shares-search-results/f/ferrexpo-plc-ord-10p
https://finance.yahoo.com/news/investigate-j-d-wetherspoon-plc-052540666.html
https://markets.businessinsider.com/stocks/htwsf-stock
https://finance.yahoo.com/news/project-york-returns-lead-men-172200675.html