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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
Johnson & Johnson
Trend
Range $249.67 - $290.00
Johnson & Johnson is advancing its neuroscience leadership after completing the $14.6 billion acquisition of Intra-Cellular Therapies in April 2025. The deal brought Caplyta (lumateperone), which is now being studied for an expanded label in bipolar 1 mania following positive Phase 3 results. The company is also reporting strong long-term data for Carvykti in multiple myeloma, with half of early-line patients remaining progression-free at five years after a single infusion. Tremfya became the first IL-23 inhibitor to show significant improvement in axial psoriatic arthritis symptoms. JNJ posted solid Q2 2026 results, with sales rising 6.6% to $25.3 billion and adjusted EPS of $2.90. Innovative Medicine sales grew 7.8% to $16.4 billion, while MedTech rose 4.5% to $8.9 billion. The company raised full-year 2026 guidance to approximately $101.1 billion in reported sales and $11.68 adjusted EPS. With Carvykti's potential curative profile, Caplyta's label expansion opportunity, and Tremfya's first-in-class axial PsA data, JNJ is well-positioned across its innovative medicine pipeline.
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indeces
Switzerland 20
Trend
Range CHF 13,190 -
CHF 14,730
The Switzerland 20 index is up about 5.3% year-to-date. With the Middle East conflict keeping energy prices elevated, the index offers relative defensiveness. Healthcare and staples make up roughly half its weight, and Roche's positive Phase II obesity data on 22 September and Novartis's rebound ahead of 27 October results add stock-level catalysts. The OECD also noted that Switzerland's low energy intensity limits its exposure to supply shocks. The SNB held rates at 0% on 24 September and lifted its inflation forecasts, with markets split on a December hike. Real rates remain negative, and a softer franc supports exporters. Growth forecasts were also raised, to 1.7% by SECO and 2% by the OECD. Technically, the index is trading near its weekly 20 EMA and above all other EMAs, a level that can act as support.
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forex
USD/CAD
Trend
Range 1.3820 – 1.4538
Technically, USD/CAD has broken out of a long-term downward-sloping trendline on the weekly chart, connecting the highs of early 2025 and mid-2026, suggesting a market structure tilted toward the upside. Fundamentally, the US dollar is gaining ground as the interest-rate gap between the United States and Canada widens. While the Federal Reserve raised its policy rate to 3.75%-4.00%, the Bank of Canada has kept its rate at 2.25%, making US investments more attractive. CAD has declined in 14 of the last 15 trading sessions since Canada introduced its countertariffs on American goods on September 8. Moreover, Canadian employment fell by 42,000 in August, and wage growth has slowed to 2.0% annually, indicating a weak labour market. Although the BoC may raise rates amid inflation concerns, its options could be limited by the weak employment situation and worries about trade-related growth. The widening interest rate differential and the ongoing weakness of the Canadian dollar support a positive outlook for USDCAD.
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commodities
Gold
Trend
Range $3,800 -
$4,600
Gold enters October with a cautiously constructive setup after rebounding from its rising trendline support. Easing oil prices have provided some relief, with Middle Eastern crude exports recovering to around 80% of pre-war levels, helping temper near-term inflation concerns. The rates outlook, however, remains the key swing factor. New York Fed President John Williams suggested that one additional rate increase later this year may be suffcient, prompting markets to cut the probability of an October hike to around 50% from roughly 70%. This provides some support for gold, although the rise in the 30-year US Treasury yield above 5.61%—its highest level since 2002—remains a risk. October is therefore likely to remain highly data-dependent, with inflation and labour-market readings shaping rate expectations and yields. Gold’s ability to hold its rising trendline will be important in determining whether the recent rebound can extend through the month. Seasonality trends reveal gold’s average 10-year return for October stands at 1.59%, while the more recent 5-year average comes to 3.01%.
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bonds
iShares Core U.S. Aggregate Bond ETF(AGG)
Trend
Range $94.39 -
$94.80
The iShares Core U.S. Aggregate Bond ETF (AGG) is a prominent fund that closely tracks the Bloomberg 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 effciency, with a low expense ratio of 0.03%—well below industry standards—and manages assets exceeding $135.78 billion. AGG has delivered three-year returns of 4.09%, with a 12-month dividend yield of 4.18%. As a result, the ETF provides broad exposure to U.S. bonds at a relatively low cost, with returns that may include income and potential capital appreciation. The ETF has an effective duration of 5.85, making it less sensitive to interest rate fluctuations.
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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
Trend
Range $102.11 -
$102.71
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) seeks to track the performance of an index comprising U.S. dollar-denominated investment-grade corporate bonds. It gives investors exposure to the high-quality segment of the corporate bond market, offering broad diversification across sectors, maturities, and credit ratings. It has an expense ratio of 0.14% and good liquidity. The fund has delivered a 3-year return of 4.72%. The ETF has a 12-month dividend yield of 4.90%. It carries moderate interest rate risk and low credit risk, with most holdings rated A or higher by major credit rating agencies. LQD may suit investors seeking diversified exposure to the investment-grade corporate bond market, depending on their investment objectives and risk tolerance.
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iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
Trend
Range $77.25 -
$77.53
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 a 1-year return of 1.04%. It also features an attractive 12-month dividend yield of 6.13% and a low expense ratio of 0.49%, making it particularly appealing to income-focused investors. While HYG carries a moderate risk profile — characterised 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 (VCSH)
Trend
Range $78.43 –
$78.59
The Vanguard Short-Term Corporate Bond Index (VCSH) focuses on high-quality corporate bonds with maturities of 1 to 5 years. Its primary goal is to provide investors with stable, moderate current income while minimising exposure to interest rate risk. The fund closely tracks the Bloomberg 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 1.06% and a 12-month dividend yield of 4.56%. It is well-diversified across various sectors, including financials, consumer non-cyclical, communications, and technology.
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Data Source: Bloomberg
Date: 30th September, 2026

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.
Century Financial Consultancy LLC (CFC) is licensed and regulated by the Capital Market Authority (CMA) of the UAE under license numbers 20200000028 and 301044 to carry out the activities of Financial Products dealer, Trading Broker in international markets, Trading Broker of OTC derivatives and currencies in the spot market, Introduction, Financial Consultations, and Promotion. CFC is incorporated under UAE law, registere
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.