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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
10%
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
Walmart
Trend
Range $103 - $135
Walmart is steadily evolving beyond traditional retail, with digital services and higher-margin businesses becoming increasingly important to its growth. In Q2 FY2027, revenue reached $187.9 billion, while adjusted EPS of $0.81 beat expectations by 9.5%. Management raised its full-year outlook, projecting sales growth of 4%–5% and operating income growth of 7%–8.5%. U.S. ecommerce sales grew 24%, while marketplace sales jumped 52%, advertising rose 38%, and membership revenue increased 17% globally. These businesses, alongside data services, now account for roughly one-third of operating earnings. The VIZIO acquisition has further strengthened Walmart’s advertising capabilities. Meanwhile, Walmart’s AI shopping assistant, Sparky, recorded over 60% growth in weekly engagement, with users spending 40% more per order. Faster delivery and automation are also improving convenience, with 70% of online orders arriving the same day or sooner. Walmart+ members spend approximately four times more than non-members, highlighting the value of its expanding digital ecosystem.
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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
GBP/USD
Trend
Range 1.310 - 1.370
From a technical standpoint, the currency pair is trading in a bull flag formation. In fact, the currency pair has bounced after testing the lower channel of the bull flag formation on the monthly timeframe, supporting a bullish stance in the month ahead. From a fundamental standpoint, the Pound accelerated its recovery after the release of the UK's 2026 budget. Pound traders celebrated the neutral UK budget, which triggered some anxiety amid high public debt and turmoil in bond markets. Furthermore, hopes of a BoE rate hike next week are providing additional support for the Pound as well. Looking at the US Dollar, the probability of a Democratic sweep is trading around 68% in prediction markets, which, according to analysts, could be seen as slightly negative for the US dollar from a few angles, ranging from a higher risk of government shutdown and gridlock on debt ceiling negotiations to potential damage to already shaky AI-related sentiment.
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commodities
Gold
Trend
Range $3,600 - $4,200
Gold is set to close October about 6% lower, following a similar 6% decline in September, putting the metal on track for its second consecutive monthly loss. Bullion is trading below $4,000 as higher oil prices added to inflationary pressure and a tech-stock selloff raised the risk that investors sell gold to cover losses elsewhere. Thursday’s data reinforced the pressure: the PCE price index rose 0.5% in September, the most since March, August core PCE was revised up to 0.3% from 0.2%, and Q3 advanced GDP grew 3.4% versus 3.2% expected. Strong growth alongside sticky inflation supports a December Fed hike, since current rates are not hampering the economy. The October CPI report is the next key test for the inflation outlook and the rate path. An important level to watch is the monthly pivot support near $3,800. A break below would open the way toward $3,500, last year’s level. On the upside, $4,050 and $4,200, levels are the key resistances where selling is likely to emerge.
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bonds
iShares Core U.S. Aggregate Bond ETF
Trend
Range $95.3 - $97.00
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 efficiency, 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
Trend
Range $103.56 - $104.86
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
Trend
Range $77.29 - $77.87
The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) is designed to mirror a broad index of U.S. dollar-denominated highyield 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
Trend
Range $77.59 – $77.94
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. dollardenominated, 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: 31st October, 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 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.