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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
PepsiCo
Trend
Range $140 - $165
PepsiCo reported stronger-than-expected earnings in Q2, with revenue reaching $22.73 billion, surpassing the forecast of $22.25 billion. Organic revenue grew by 2%, and the operating margin increased by 60 basis points to 17.6%, resulting in 5% earnings beat at $2.12 per share. The company is focusing more on productivity and cost management this year to counteract rising costs and consumer resistance to price increases. To boost North American sales, Pepsi is capitalizing on the protein trend and offering more multicultural products. Globally, the protein drinks market is projected to grow at a rate of 10-15% annually through 2029, driven by a surge in consumer demand. PepsiCo's Muscle Milk holds a 24.5% share of the $2.9 billion sports-protein ready-to-drink market. Additionally, the company plans to return $8.6 billion to shareholders in 2025 via dividends and buybacks, underscoring its defensive stability. Technically, it recently broke through a resistance level at 147 and has now retested that level.
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indeces
Sweden 30
Trend
Range SEK 2,535 -
SEK 2,765
The Swedish Riksbank’s dovish stance continues to be the key driver behind OMX30’s strength, with Governor Erik Thedéen signaling a “some probability of a further interest rate cut this year” during the September 22 monetary policy meeting. This follows the current policy rate of 2.00%. The index has gained 6.50% year-to-date, reflecting growing investor confidence in rate-sensitive sectors such as real estate and utilities. Swedish property companies are rebounding from earlier rate hikes, while defensive utility stocks are attracting interest amid global uncertainty. Despite July inflation running at 3.0% above the Riksbank’s 2.5% forecast, market consensus still anticipates a 25 to 50 basis point cut, as the central bank seeks to balance persistent price pressures against an economy grappling with 8.0% unemployment. The combination of accommodative monetary policy expectations, sectoral rotation favoring rate-sensitive equities, and technical positioning near key resistance levels presents a compelling risk-reward setup for OMXS30 outperformance through September.
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forex
CHF/JPY
Trend
Range 154.80 - 144.20
From a technical stance, on the weekly chart, the CHFJPY is trading at the resistance level mark of a bear flag formation, supporting a bearish stance in the month ahead. Additionally, a 50% Fibonacci drawn from the high of 186 to the low of 181.47 can be observed at the 183.40 price mark, strengthening the bearish forces. From a fundamental standpoint, Japan’s Q2 GDP growth surprised to the upside, allaying the BoJ’s fears of an economic slowdown and thereby keeping the impetus for a rate hike still open. Furthermore, BoJ Governor Ueda commented that wages in Japan are expected to remain under upward pressure due to a tight labor market, increasing optimism for further rate hikes. Looking at the Swiss franc, the newly imposed 39% US tariff on Swiss imports is set to weigh heavily on Switzerland’s export-driven economy and could increase pressure on the SNB to ease policy further.
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commodities
Gold
Trend
Range $3,300 - $3,500
Gold has achieved an impressive 28.3% return so far this year, making it the best-performing asset in 2025. The rally has been primarily fueled by solid central bank demand, with 43% planning to increase their reserves in the coming year. This marks the 15th consecutive year of net gold purchases, each exceeding 1,000 tons annually. Central banks are motivated by gold’s resilience during crises and its role as an inflation hedge. Investor interest has also grown, with gold-backed ETFs reaching 2,872 tons as of August 22, its highest level since mid-2023, reflecting renewed enthusiasm from both institutional and retail investors. Additional support comes from a softer U.S. dollar, heightened geopolitical and trade tensions, and increasing hopes that the Federal Reserve will lower interest rates to support slowing economic growth. Technically, gold is consolidating within an ascending triangle, with key resistance at $3,440–$3,450 (horizontal trendline) and strong support at the 100-day SMA near $3,311.
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bonds
iShares Core U.S. Aggregate Bond ETF
Trend
Range $98.42 - $102.05
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%, which is significantly below industry standards, and manages assets exceeding $130 billion. AGG has delivered one-year returns of 2.57%, with a 12-month dividend yield of 3.84%. 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 eective duration of 5.81, making it less sensitive to interest rate fluctuations.
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iShares iBoxx $ Investment Grade Corporate Bond ETF
Trend
Range $109.6 - $113.5
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 one-year returns of 2.65%. The ETF has a 12-month dividend yield of 4.42%. 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 $79.5 - $82.5
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 8.16%. It also features an attractive 12-month dividend yield of 5.70% 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 $78.5 - $81.5
The Vanguard Short-Term Corporate Bond Index (VCSH) is a mutual fund that focuses on high-quality corporate bonds with maturities ranging from one to five years. Its primary goal is to provide investors with a stable and moderate level of current income while minimizing 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 0.03%, far below the industry average, VCSH has consistently outperformed its benchmark. The fund has delivered one-year returns of 5.54% and a 12-month dividend yield of 4.19%. 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: 28th August, 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.
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.