This report presents a comprehensive portfolio evaluation for JF Investment, prepared by an Investment Manager. The report details the investment profile, which is determined as a moderate profile, where the primary goal is capital growth with moderate risk. The report includes an overview of the portfolio construction process, stock selection based on fundamental analysis of growth and value stocks from the S&P 500, and a screening process using alpha and beta tests. The report also analyzes selected stocks, providing financial data and performance metrics. The portfolio is constructed with an asset allocation strategy, weightage of stocks, and recommendations. The investment period taken into consideration is for a five-year period commencing from 1st November 2019, with stock analysis considered from September 2014-September 2019 for stock selection and screening process. The report uses the capital asset pricing model (CAPM) to compare expected and actual returns and includes a back-testing process using key performance statistics. The goal is to construct an efficient portfolio that aligns with the client's risk-return profile.
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