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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
Visa
Trend
Range $295 - $355
Visa operates the world's largest payments network, processing transactions across more than 200 countries and territories—a moat reinforced by 66.1 billion processed transactions in the quarter, up 9%. The network delivered resilient fiscal Q2 2026 results, reporting net revenue of $11.2 billion, up 17% year over year—its highest growth since 2022—while beating consensus on both revenue and earnings. GAAP EPS climbed 36% to $3.14, while non-GAAP EPS reached $3.31, up 20%, supported by a 9% increase in payment volume and 12% cross-border volume growth. For fiscal 2026, management guided net revenue to low-double-digit/low-teens growth and adjusted EPS to mid-teens growth. Underpinning the thesis is exceptional cash generation: $9.8 billion in operating cash flow over the first half funded $9.2 billion of buybacks and dividends, alongside a new $20 billion repurchase authorisation. The company is also extending its Visa as a Service stack into agentic and stablecoin capabilities.
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indeces
Switzerland 20 Index
Trend
Range CHF 12,820 -
CHF 14,400
The Switzerland 20 Index gained over 3.5% in May and is expected to continue its outperformance, driven by its large-company composition across sectors such as healthcare, financials, and consumer staples. These sectors are considered defensive by nature, which makes the index less volatile compared to more cyclical markets. Easing geopolitical tensions and improving global risk sentiment may provide further support to the Swiss Market Index. On the economic side, investor sentiment improved to -11.1 in May 2026 from -30.3 in May 2025. Switzerland's non-farm payrolls rose by 0.5% year-on-year to 5.537 million in the first quarter of 2026. From a technical perspective, the index is trading above all key moving averages on its daily chart. Continued upside momentum could drive the index higher toward 14,115, the all-time high levels achieved in February this year.
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forex
USDCHF
Trend
Range 0.755 - 0.813
USD/CHF faces a cautious outlook for the coming month as technical signals continue to favour the downside despite recent recovery attempts. The pair is trading below the 50-day SMA and recently broke below its 100-day moving average on its daily chart, near 0.7836, triggering a sharp decline toward 0.7807. Although buyers emerged around that support level, upside momentum remains constrained by a strong resistance zone between 0.7870 and 0.7912, between the 50-day and 200-day SMAs. From a fundamental perspective, easing geopolitical tensions and softer risk sentiment toward the U.S. dollar have weighed on its defensive appeal and limited upside potential for USDCHF. Technically, the inability to establish a sustained move above the 50-day moving average suggests sellers remain in control. A failure to break resistance could see USD/CHF retest 0.7807, with a decisive break lower exposing the 0.777 region in the weeks ahead.
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commodities
Gold
Trend
Range $4,093 - $4,953
Gold remains an attractive bullish opportunity after successfully defending its key 200-Day SMA support, a level that has historically acted as a strong foundation for major rebounds. The recent pullback appears to be creating a favourable entry point, with prices now seen stabilising near this critical support zone. Several fundamental factors continue to support the bullish outlook. China's net gold imports through Hong Kong surged 81.2% MoM in April highlighting robust physical demand from the world's largest gold consumer. Meanwhile, US inflation accelerated at its fastest pace in three years which would reinforce gold's appeal as an inflation hedge. Adding further support, CME announced a 16% reduction in Comex Gold Futures margin requirements, which could improve market liquidity and encourage increased participation. Furthermore, the proposed 60-day ceasefire extension between the US and Iran, alongside renewed nuclear negotiations, has helped improve market confidence and brought oil prices down near $90, supporting gold, as it has been having a negative correlation with oil.
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bonds
iShares Core U.S.
Aggregate Bond
ETF (AGG)
Trend
Range $97.96 - $101.96
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 $135.21 billion. AGG has delivered one-year returns of 3.85%, with a 12-month dividend yield of 3.95%. 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 $108.23 - $111.73
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 4.85%. The ETF has a 12-month dividend yield of 4.56%. 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 $79.13 - $81.13
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 7.48%. It also features an attractive 12-month dividend yield of 5.82% 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 $78.92 - $79.96
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 0.03%, far below the industry average, VCSH has consistently outperformed its benchmark. The fund has delivered one-year returns of 4.54% and a 12-month dividend yield of 4.42%. 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, 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: Trading in financial products carries significant risk. Leveraged over-the-counter (OTC) derivatives such as Contracts for Difference (CFDs) and spot forex may result in losses exceeding initial deposits and may not be suitable for all investors. These complex instruments do not provide ownership rights to underlying assets. Investors should carefully consider their investment objectives, risk tolerance, and experience before trading, and seek independent professional advice if needed.
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 spot currencies, Introduction, Financial Consultations, and Promotion. CFC is a Limited Liability Company registered under UAE law with the Dubai Economic Department (registration number 768189). Registered office: 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.