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Century Financial Consultancy

محفظة استثمارية متنوعة

انقر على المعيار المحدد على المؤشر للتعرف على استراتيجيات التداول المتحفظة، المعتدلة والمغامرة.

توزيع الأصول
10%
الأسهم
10%
المؤشرات
10%
العملات الأجنبية
20%
السلع
50%
السندات
ملاحظة: هذا لأغراض التوضيح فقط وليس هناك أي التزام بقبول توزيع الأصول التي توفرها هذه الأداة. مزيج المحفظة ليس نصيحة استثمارية ولا اقتراحًا بشأن تخصيص الأصول ليتم اعتماده من قبل المستثمرين.
أسواق تداول
الوصف
الاتجاه
نطاق التداول
equites
Coca-Cola
Trend
Range 60 - 69
The Coca-Cola Company is one of the market's few dividend kings, having increased dividends for 59 straight years. With a dividend yield of around 3% in a risk-off market, KO is expected to pop to the top of many investors' screens as they seek stable income growth at a decent rate. In the first quarter of 2022, Coca-Cola continued growing with a 16% sales increase over last year as well as improved margins and increased earnings per share. The beverage giant recently launched a DTC digital presence, and there have been 35 billion downloads of its Coke On app. This not only creates digital sales but the improved engagement also leads to loyalty and higher sales down the line. Globally, mass immunization campaigns and a less severe omicron strain have boosted governments' confidence in reopening economies. Coca Cola would be an excellent company to own as economies recover, and its dividend payout has consistently exceeded sustainable levels, accounting for more than 100% of profits, making it an attractive income investment.
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indeces
Switzerland 20 - June 2022
Trend
Range 11184 - 12174
ECB is set to raise rates above zero this year for the first time since 2012, a string of hawkish comments from policymakers spurred speculation that the bank is priming the market for faster-than-expected monetary tightening that could result in a similar trend as in the past. During the 2011 rate hike, Switzerland 20 performed relatively better than the broader market. This is because when markets face a challenging environment, defensive sectors like healthcare & consumer staples tend to outperform as the economy’s overall state impacts them less. In contrast, the consumer discretionary sector will take a hit by lower consumer spending and surging inflation. 62% of Switzerland 20 is in defensive sectors like Healthcare and Consumer Staples that would relatively be unaffected by the current market downfall. Thus, when an economic downturn is around the corner, a more defensive-focused index like Switzerland 20 is expected to outperform the broader index.
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forex
EUR/USD
Trend
Range 1.038 - 1.107
Euro reversal against the dollar continued with the common currency on the gaining side. The gains were primarily based on rising expectations of the US Fed's tightening cycle being relatively short-lived. The release of the US Q1 GDP data has further made the markets more complacent. Minutes from the US FOMC meeting indicated that the central bank policymakers might be prepared to slow or even pause its tightening cycle in the second half of the year if inflation levels retreat. In addition, US spending numbers indicated a drop in personal consumer expenditure deflator from 5.2 % to 4.9%. The decline in US 10-year yields in the month of May bodes well for the euro. Going ahead, the euro could further rally.
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commodities
Gold
Trend
Range 1800 - 1900
Gold built on the bounce from the critical 200-day SMA support, driven by continued weakness in the Dollar. Besides, the FOMC meeting minutes were perceived as dovish by the markets, which weighed on the yields and benefited the metal. Furthermore, preliminary data showed the U.S. economy contracted by 1.5% in the first quarter, stoking the speculations of dovish Fed even more. This case was further supported after data showed U.S. PCE Price Index- the Fed's favoured inflation gauge, gained 0.2% in April after shooting up 0.9% in March. Evidence that price pressures are easing raises hopes that the Federal Reserve might not be as aggressive as previously thought. This scenario could help buoy the non-interest bearing precious metal. Nonetheless, gains might be capped by improving risk sentiments as depicted by an upbeat tone around the equity markets. Technically, bulls seem to have the upper hand as the metal has bounced from the 200-day M.A. and captured its place above the $1850 psychological level.
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bonds
iShares Core U.S. Aggregate Bond ETF
Trend
Range 101.4 - 106.6
iShares Core U.S. Aggregate Bond ETF (AGG) is one of the 10 largest ETFs on Wall Street and one of the most popular fixed-income options. This fund offers broad exposure to U.S. investment-grade bonds, including Treasury bonds, agency mortgage debt from government-backed entities like Fannie Mae and Freddie Mac and corporate bonds from highly-rated firms like Bank of America Corp. (BAC). There is built-in diversification and a focus on lower risk. AGG also offers a scale and liquidity that appeals to investors as the fund boasts almost $67 billion in assets and regularly trades north of 3 million shares each day.
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iShares iBoxx $ Investment Grade Corporate Bond ETF
Trend
Range 112.15 - 118.7
The iShares iBoxx $ Investment Grade Corporate Bond ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, investment grade corporate bonds. There are slim chances for the funds top issuers such are Goldman Sachs Group (GS), Bank of America (BAC) or Apple (AAPL) to disappear in the next year or two, making this fund much less risky. The average duration of the fund being 9 years and the rate flattening at the longer end of the yield curve could give a boost to the price increase.
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iShares iBoxx $ High Yield Corporate Bond ETF
Trend
Range 77.6 - 82.8
iShares iBoxx High Yield Corporate Bond ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds. Fears of recession in the market have eased as the Federal Reserve signalled that it could lighten up on interest rate hikes later this year. This is likely to keep bond prices buoyed as the top and bottom lines of the companies included in the index will be impacted positively.
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Vanguard Short-Term Corporate Bond Index
Trend
Range 74 - 80
Vanguard Short-Term Corporate Bond Index is a compelling option for exposure to short-term investment-grade corporate bonds. VCSH offers only short-term bonds with an average duration of 2.8 years across the roughly 2,300 individual bonds in the portfolio. Chances are pretty low that firms like Goldman Sachs Group (GS) or Apple (AAPL) that make up this fund will disappear in the next year or two, so that makes this fund much less risky.
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Data Source: Bloomberg
Date: June 1, 2022

Arun Leslie John
Chief Market Analyst

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The product and investment ideas do not consider the risk profile and financial position of the recipient and may not be suitable for everyone.
Trading in financial markets involves a significant risk of loss, which can exceed deposits. Please read the complete disclaimer carefully.
DISCLAIMER: Century Financial Consultancy LLC (“CFC”) is Limited Liability Company incorporated under the Laws of UAE and is duly licensed and regulated by the Emirates Securities and Commodities Authority of UAE (SCA). This information is for illustrative proposes only and must not be construed to be an advice to invest or otherwise in any investment or financial product. CFC does not guarantee as to adequacy, accuracy, completeness or reliability of any information or data contained herein and under no circumstances whatsoever none of such information or data be construed as an advice or trading strategy or recommendation to deal (Buy/Sell) in any investment or financial product. CFC is not responsible or liable for any result, gain or loss, based on this information, in whole or in part. Please refer to the disclaimer section of the website for full disclosure of the terms and conditions.
Risks & Assumptions
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The strategy might suffer from look-ahead bias which occurs due to use of information or data in a study or simulation that would not have been known or available during the period being analyzed. This can lead to inaccurate results in the study or simulation.
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Future price movements may not be exactly the same as the historical price movements and this could lead to variation in performance.
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Testing can sometimes lead to over-optimization. This is a condition where performance results are tuned so high to the past they are no longer as accurate in the future.
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The model assumes no slippages in trading. Slippage refers to the difference between the expected price of a trade and the price at which the trade is actually executed.
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Drawdowns in actual trading can be higher than the tested system and loses could significant in the event of leverage.
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Unforeseen events can lead to variation in performance from the tested trading strategy.
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The tested result has been computed with price feeds available from Bloomberg.
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The testing environment has not considered transaction or any other costs.
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Trading indicators used for the purpose of testing has been provided by Bloomberg.
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The strategy might suffer from data mining fallacy, selection bias and backfill bias.