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لا تقدم سنشري للاستشارات والتحليل المالي ش.ذ.م.م (سنشري) خدمات استشارية استثمارية أو خدمات إدارة المحافظ ولا تضمن العوائد الاستثمارية. كما أننا لا نقبل ولا ندفع بعملة مشفرة أو عملة رقمية. موقعنا الإلكتروني الرسمي هو www.century.ae. احذر من الشركات المحتالة أو المواقع الإلكترونية التي تتظاهر بأنها شركة سنشري. لسنا مسؤولين عن أي خسائر تنجم عن استخدام مواقع إلكترونية أو كيانات مزيفة. ينطوي التداول في الأسواق المالية على مخاطر خسارة كبيرة قد تفوق الودائع وربما لا يناسب جميع المستثمرين. قبل أن تبدأ، يُرجى التأكد من فهمك التام للمخاطر ذات الصلة.
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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
Note: This is for illustrative purposes only and there is no obligation to accept the توزيع الأصول suggested by this tool
أسواق تداول
الوصف
الاتجاه
نطاق التداول
equites
Coca-Cola
Trend
Range 58 - 67
The Coca-Cola Company (KO) is one of the market's few "dividend kings," having increased dividends for 59 straight years. With a dividend yield around 3% in a market where long-term US treasuries yield is less than 2%, KO is expected to pop to the top of many investors' screens as they seek stable income growth at a decent rate. In 2021, the economic reopening benefited Coca-Cola. For its shareholders, the corporation delivered a fantastic third quarter (ending Oct.1). The company generated $10.04 billion in net revenue during the quarter, representing a 16.1% increase over the prior-year period. 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
S&P 500
Trend
Range 4225 - 4822
The S&P500 Index is widely regarded as the best single gauge of large-cap US equities and serves as the foundation for a wide range of investment products. Apart from the big tech names, SPX 13% exposure to healthcare sector that is a defensive sector unaffected by the change in economic demand and plays a crucial role to provide diversification at time of market volatility. 12.8% allocation to consumer discretionary that is poised to benefit from the overall strength of the economy. Financials have 11% exposure that is particularly expected to benefit in a rising interest rate environment as their net interest margin increases. Moreover, seasonal tide is in favor of the bulls. Historically, the month of April has been bullish for SPX 500 in 14 out of the last 15 years, with the average return being 3.24%.
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forex
EUR/USD
Trend
Range 1.067 - 1.142
The euro recovered against the dollar in the last week of March as optimism grew regarding peace talks between Russia & Ukraine. The U.S. currency has benefited from safe-haven flows as peace talks between Russia and Ukraine stumbled. However, the euro’s gains were kept in check with the release of U.S. jobs data that showed an overall continuation in the macro-economic recovery picture. The FOMC will next decide policy on May 5, with CME Group’s FedWatch tool showing a 68.8% chance of a half-percentage-point rate increase. Therefore, the upside potential for the dollar against the euro remains intact as the rates markets could see a 100 basis point hike over the coming two meetings.
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commodities
Gold
Trend
Range 1850 - 2035
Gold declined on the first day of a new quarter as Treasury yields and the dollar rose following a strong U.S. labor report that may bolster the Federal Reserve’s case to use aggressive monetary policy to tackle inflation. According to a Labor Department report for March, the United States added 431k jobs and the unemployment rate decreased by more than projected. The March jobs report shows that the labour market continues to strengthen with an additional 95k of upward revisions to January and February data. Treasury yields rose in reaction along with the dollar rose, reducing the appeal of bullion, which pays no interest and is valued in the greenback. Gold notched its best quarter since 2020, driven by concerns the war in Ukraine and high inflation could dent global growth. That’s despite increasing bets of rapid tightening of monetary policy from Federal Reserve. Gold-backed ETFs were near the highest levels in a year, with the month of March witnessing inflows of 5.3 million ounces. Should there be any desecaltion in Russia-Ukraine crisis, gold could pull-back further. Going forward, fresh developments surrounding the Russia-Ukraine saga should assist investors to determine the next leg of a directional move for gold. The metal, needs to clear above the upper band of the trading range near $1955 to tap additional gains. Meanwhile, support is seen near $1900 mark, a break above which could result in further sell-off.
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bonds
iShares Core U.S. Aggregate Bond ETF
Trend
Range 103.4 - 108.9
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 117.7 - 122.4
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 78.9 - 83.1
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. The successful roll-out of COVID-19 vaccines has bolstered hopes of a strong economic rebound which 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 76.1 - 79.3
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: April 05, 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.