INVESTMENT PORTFOLIO

Investor: Vu Dieu Linh

Assets: €100.000

Company Category Price Shares Value

Xercon Pharmaceuticals Pharmaceutical €25 30% €30.000
Rosco’s Supermarkets Supermarket €75 40% €40.000
Hunter Defence Systems Weaponry €50 30% €30.000

Investment portfolio 2019

Investment chart

30% 30%

40%

Xercon Pharmaceuticals Rosco’s Supermarkets

Hunter Defence Systems
 Xercon Pharmaceuticals
 The health of the pipeline is vital to pharmaceutical companies of all sizes.
This is the primary measure of whether a company is a good investment. A
firm only has so many years of patent on a particular formula before the
generic drugs swoop in and hammer down the price. As a result, companies,
especially start-ups, are on very shaky ground if they depend on just one
drug for all their profits (remember, the FDA could nix the drug at any
time).
 To counter this uncertainty, companies try to keep their pipelines flowing.
Developing drugs in the pharmaceutical industry is a bit like throwing darts
in the dark. The more darts you throw, the better your chances are of hitting
the mark.
 The best products are the ones that are focused on a particular class of
maladies. These can be diseases, cancers or viruses that attack the nervous
system, skin, heart and so on, or it can be diseases that affect a demographic
like children, the elderly or middle-aged men with a waning libido. By
targeting specifics, these companies avoid head-to-head competition. This
also gives investors an opportunity to diversify within the pharmaceutical
industry.

Rosco’s Supermarkets

 Fund supermarkets have other benefits besides low cost and the convenience
of a one-stop shop. They allow you to have a single online overview
showing your entire portfolio in one place. This is particularly useful if you
use both ISAs and SIPPs.
 Fund supermarkets also offer investors insight, research, portfolio-planning
tools, and real-time valuation.
 Supermarkets can never put your business in loss, since the frequency of
buying grocery and other daily needs is quite high. All you require is a very
pleasing surrounding with all the items a customer will look for.
Supermarkets are appreciated for the availability of all the items under one
umbrella. Now, it’s you who should make this situation exist in your
supermarket.
 As a business person, you are supposed to attract as much as customers you
can. This is made possible by using every single opportunity to enhance your
service and to make your brand or company stand unique from the market.
Your opportunities to enhance your concern’s value are creating a customer
database, having memberships, providing home deliveries, etc. These
opportunities are to make the customers stick to your supermarket and to
prevent them from using your competitor’s products.

Hunter Defence Systems

 Counter-cyclicality. The fortunes of most economic sectors rise and fall

with the commercial business cycle. Some sectors do better earlier in the
cycle and some later, but in general when the economy is growing the stock
market does well and when the economy is contracting it doesn't. Defence
stocks are the biggest exception to this pattern. Things that drive down the
rest of the market often stimulate defence shares - which is one reason why
defence outperformed other sectors in the dismal economy of the last
decade.
 Political protection. Defence is the only sector of the U.S. economy that
depends on the federal government for virtually all of its sales. Even when
weapons are destined for foreign buyers, their sale still must be approved by
Washington. Although military contractors complain endlessly about the
drawbacks of doing business with a political system, there are also big
benefits. The Pentagon is relatively insensitive to price increases and
Congress tries to protect jobs at defence facilities even when performance is
sub-par. So the defence industry is insulated from market forces in a way
that few other industries can ever hope to be.
 Sector resilience. Within the domestic defence market, industry has evolved
in a way that makes it highly resilient to softening demand. When the Cold
War ended, the top tier of the sector consolidated into a handful of military
conglomerates that do business with all the military services in both
hardware and services. Waning demand in any particular market segment
presents little threat to these sprawling enterprises. The industry is so
concentrated that there often are only one or two qualified suppliers of key
military items, and politicians usually are determined to keep it that way.