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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
The Coca-Cola Company
Trend
Range $72.5 - $88.5
Coca-Cola’s strong brand and defensive business model continue to support the company. The stock has given 15.1% YTD returns and is trading above key moving averages. Fundamentals show steady growth, with last quarter’s net revenue rising 2% to $11.8 billion and earnings per share up 4% to $0.53. The company demonstrated effective cost control and improved earnings, with full-year EPS rising 23% to $3.04. Driven by steady demand for its drinks, including sparkling beverages, juices, water, and sports drinks, the stock is holding steady near recent highs. Coca-Cola benefits from effective pricing, a lean bottling approach, and strong cash flow. Additionally, its long history of dividend growth helps attract investors, especially during market ups and downs. Overall, the stock looks positioned for stable, dependable returns, closely linked to earnings visibility and general market sentiment.
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indeces
AUST200
Trend
Range $8,890 - $9,470
The AUS200 index gained around 4% in February and managed to stay above the previous record level near AUD 9,120, which keeps the overall trend positive. A big part of the move is coming from the heavyweights. BHP, which has roughly 10% weight in the index, jumped about 15% in February after solid results, better production outlook, and support from strong copper and iron-ore demand from China. At the same time, Commonwealth Bank, the biggest stock in the index, rallied nearly 18%, helped by steady loan growth, stable margins, and strong shareholder payouts. Since Financials (~34%) and Materials (~25%) dominate the index, strength in both sectors gives the market a strong base. With many stocks hitting highs not seen since 2023, sentiment remains positive, and technically the next upside level sits near AUD 9,468.
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forex
AUD/USD
Trend
Range 0.690 - 0.740
From a technical standpoint, the currency pair is exhibiting price acceptance at the 0.712 resistance level on the weekly chart. However, given the strong RSI momentum in the daily and monthly charts, a break of the resistance is expected, supporting a bullish stance in the month ahead. From a fundamental standpoint, looking at the Australian Dollar, traders are eyeing rate hikes in 2026, bolstered by the latest CPI numbers. The recent Australian CI data showed actuals at 3.4% YoY, versus estimates of 3.3%, marking the fourth straight month in which inflation is above the RBA’s target. In line with this, Governor Bullock stated that inflation above 3% is “unacceptable”; consequently, traders are pricing in an 80% chance that the RBA will raise interest rates in its May policy meeting. On the other hand, looking at the US Dollar, traders remain on the defensive amid the uncertainty surrounding US President Donald Trump's trade policies.
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commodities
Gold
Trend
Range $4,810 - $5,565
Several factors have sent gold prices higher this year. Increased safe-haven demand is the major catalyst presently, apart from central bank purchases and ETF inflows. There is a lot of uncertainty about tariffs after the Supreme Court ruled against Trump’s protectionist measures. Trump has still imposed a 10% global tariff on trading partners. According to U.S. Trade Representative Jamieson Greer, Trump might increase this to 15% wherever necessary. At the same time, Washington has intensified pressure on Iran, sanctioning more than 30 individuals and entities linked to Iranian oil exports and ballistic missile development, along with vessels associated with its shadow fleet. Meanwhile, U.S.–Iran nuclear talks have not resulted in any long-standing agreement yet. Further discussions are expected to take place in Geneva. These factors have weakened the dollar and lent support to gold. Other driving forces like central bank gold purchases, renewed ETF inflows, and growing expectations of rate cuts have also helped gold climb nearly 20% higher year-to-date.
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bonds
iShares Core
U.S. Aggregate
Bond ETF
Trend
Range $100.9 – $101.5
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% — significantly below industry standards — and managing assets exceeding $140.94 billion. AGG has delivered one-year returns of 6.34%, with a 12-month dividend yield of 3.84%. This makes it an attractive option for investors seeking broad exposure to U.S. bonds at minimal cost, with the potential for income and 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 $111.24 - $112.19
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 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 a 1-year return of 6.66%. The ETF has a 12-month dividend yield of 4.44%. 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 (HYG)
Trend
Range $80.61 - $81.09
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 7.02%. It also features an attractive 12-month dividend yield of 5.75% 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 $80.05 - $80.29
The Vanguard Short-Term Corporate Bond Index (VCSH) is a mutual fund that focuses on high-quality corporate bonds with maturities of 1 to 5 years. Its primary goal is to provide investors with a stable and moderate level of current income while minimising exposure 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 0.49%, far below the industry average, VCSH has consistently outperformed its benchmark. The fund has delivered one-year returns of 6.32% and a 12-month dividend yield of 4.34%. 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: 27th February, 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.
DISCLAIMER: 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, registered with the Dubai Economic Department (No. 768189), with its office at 601, Level 6, Building No. 4, Emaar Square, Downtown Dubai, UAE, PO Box 65777.
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.