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Portfolio Mix

Click on the dial to see the conservative, moderate & aggressive portfolio strategies.

Asset Allocation
10%
Equities
10%
Indices
10%
Forex
20%
Commodities
50%
Bonds
Note: This is for illustrative purposes only and there is no obligation to accept the asset allocation provided by this tool. The Portfolio Mix is neither investment advice nor a suggestion on asset allocation to be adopted by the investors.
Instruments
Description
Trend
Trading Range
equites
Verizon
Trend
Range $41.05 - $46.45
Verizon has posted modest year-to-date gains of around 7% in 2025, appealing to investors seeking stability and consistent income. The company continues to generate strong cash flows from its core wireless business, supported by low churn and steady growth in postpaid phone subscriptions. Its forward dividend yield, hovering around 6-7%, remains a key draw for income-focused portfolios. Verizon is making steady progress on monetizing its expansive 5G network, focusing on private networks, edge computing, and enterprise solutions. Its Business and Verizon Frontline segments are gaining traction, serving mission-critical connectivity needs across industries. Cost control and network efficiency efforts are helping support margins, while debt reduction remains a focus following its heavy investment in spectrum. With content no longer a distraction, Verizon is streamlining operations to focus on connectivity, bundling, and partnerships. As demand for reliable, high-speed digital infrastructure grows, Verizon’s scale and operational discipline make it a compelling long-term holding in defensive and yield-oriented strategies.
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indeces
Norway 25 - Cash
Trend
Range NOK 1,410 - NOK 1,570
The Norway 25 Index is up 11.89% year-to-date, just shy of its 52-week high of NOK 1,506.15 recorded on May 28. Norway’s retail sales posted their most substantial monthly gain in three months this April, surpassing analyst expectations and reinforcing the case for the central bank to hold off on near-term rate cuts. Retail sales increased by 0.7% month-on-month in April (vs. an estimated 0.4%), following a 0.6% rise in March. Over February–April, sales climbed 1.5% compared to the previous three months. This robust performance reflects several supportive factors: strong real wage growth, easing pressure from earlier mortgage rate hikes, solid employment gains, and a normalisation in the household savings ratio. The underlying trend in retail activity has become more positive, and when combined with consistent growth in services consumption, it signals a broader rebound in household spending. This bodes well for the index.
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forex
EUR/USD
Trend
Range 1.107 - 1.166
On the weekly chart, the currency pair has broken out of a bull flag formation, supporting a bullish stance in the month ahead, with the downward channel of the pattern connecting the resistances at the levels of 1.1573 on 21st April, 1.1378 on 7th May and 1.1243 on 19th May, and the support at the levels of 1.1308 on 23rd April and 1.1084 on 13th May. It must be noted that a retest and rebound of a rounding bottom break can also be observed with the 1.1187 mark as the neckline, here again supporting the month ahead. From a fundamental standpoint, the Eurozone CPI for April rose to 2.7% from 2.4% earlier, beating the preliminary release of 2.5%; this has led to market participants pricing the end of the rate cuts in the Eurozone region. Furthermore, safe-haven demand for the euro is expected amid the ongoing trump tariff threat and uncertainty.
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commodities
Gold
Trend
Range $3155 - $3435
After five consecutive months of an increase in prices, the historical rally of gold seems to have stabilised in the month of May, and we are on track to see a relatively flat monthly close. After giving a breakout above the highs of April 3rd around the $3167 level, gold prices retested the level on May 15th, successfully rising thereafter. The consolidation of prices between the $3500 - $3180 range could indicate a price acceptance of current levels. The overall market structure still remains bullish for the bullion, especially as it holds above the key 50, 100 and 200-day EMAs. On the fundamental front, Gold ETFs saw an inflow of 115 tonnes in April, taking total ETF holdings to 3,560 tonnes, according to the latest data by the World Gold Council. Also, fears of a worsening US fiscal condition could weigh on the US dollar, which could bode well for the USD-denominated precious metal.
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bonds
iShares Core
U.S. Aggregate
Bond ETF
Trend
Range $96 - $99
The iShares Core U.S. Aggregate Bond ETF (AGG) is a prominent fund that closely tracks the Bloomberg Barclays U.S. Aggregate Bond Index, offering a comprehensive snapshot of the U.S. investment-grade bond market. With a diversified portfolio of over 8,000 bonds—including government, corporate, mortgage-backed, and asset-backed securities—AGG provides extensive coverage of the U.S. bond market. The ETF is designed for cost-efficiency, boasting a low expense ratio of 0.03%, well below industry standards, and manages more than $123 billion in assets. AGG has delivered one-year returns of 5.75%, with a 12-month dividend yield of 3.83%. This makes it an attractive option for investors seeking broad exposure to U.S. bonds that offer minimal costs, with the potential for income and capital appreciation. The ETF has an effective duration of 5.7, making it less sensitive to interest rate fluctuations.
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iShares iBoxx
$ Investment
Grade Corporate
Bond ETF
Trend
Range $104.78 - $109.18
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) aims to mirror the performance of an index composed of U.S. dollar-denominated investment-grade corporate bonds. It provides investors with exposure to the high-quality segment of the corporate bond market, offering broad diversification across various sectors, maturities, and credit ratings. With a low expense ratio of 0.14% and strong liquidity, LQD is an attractive option for those seeking income and stability in the fixed-income space. The fund has delivered one-year returns of 5.7%. The ETF has a 12-month dividend yield of 4.48%. It carries moderate interest rate risk and low credit risk, with the majority of its holdings rated A or higher by major credit rating agencies. LQD is an excellent choice for investors seeking a reliable and well-diversified investment in the investment-grade corporate bond market.
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iShares iBoxx
$ High Yield
Corporate
Bond ETF
Trend
Range $77.88 - $80.88
The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) is designed to mirror a broad index of U.S. dollar-denominated high-yield corporate bonds. Its primary goal is to offer investors access to the high-yield bond market's potentially high returns and diversification benefits. HYG holds over 1,000 bonds across various sectors and credit ratings, with substantial allocations in the 3-5 year and 5-7 year maturity ranges. The fund has posted one-year returns of 9.97%. It also features an attractive 12-month dividend yield of 5.83% and a low expense ratio of 0.49%, making it particularly appealing to income-focused investors. While HYG carries a moderate risk profile—characterized by higher credit risk and the volatility typical of high-yield bonds—it offers the potential for enhanced returns. Additionally, its lower correlation with other fixed-income and equity markets can improve the overall risk-return balance, making HYG a compelling option for those seeking a well-rounded and diversified portfolio.
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Vanguard
Short-Term
Corporate
Bond Index
Trend
Range $77.36 - $79.56
The Vanguard Short-Term Corporate Bond Index (VCSH) is a mutual fund that focuses on high-quality corporate bonds with maturities between one and five years. Its primary goal is to provide investors with a stable and moderate level of current income while minimising to interest rate risk. The fund closely tracks the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index, which reflects the performance of U.S. dollar-denominated, investment-grade, fixed-rate bonds issued by companies in the industrial, utility, and financial sectors. With a remarkably low expense ratio of 0.03%, far below the industry average, VCSH has consistently outperformed its benchmark. The fund has delivered one-year returns of 6.92%, along with a 12-month dividend yield of 4.11%. It is well-diversified across various sectors, including financials, consumer non-cyclical, communications, and technology. VCSH is an excellent choice for investors seeking income generation while prioritising risk management and liquidity in their portfolios.
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Data Source: Bloomberg
Date: 1st June, 2025

Arun Leslie John
Chief Market Analyst

Deepa Sachanandani
Deputy Head - Research

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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.
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.
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