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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
AbbVie Inc
Trend
Range $170 - $210
AbbVie Inc. is an American pharmaceutical company headquartered in Illinois, sixth largest biomedical company in the world by revenue. AbbVie has delivered a strong Q1 2025, surpassing analyst expectations with robust performance in its oncology, neuroscience, and immunology portfolios. AbbVie’s portfolio includes Immunology (Rinvoq, Skyrizi): $6.26 billion (47% of revenue), Neuroscience (Vraylar, Botox Therapeutic): $2.28 billion (17% of revenue) , Oncology (Imbruvica, Venclexta): $1.63 billion (12% of revenue) and Aesthetics (Botox Cosmetic, Juvederm): $1.10 billion (8% of revenue). Key drivers Rinvoq and Skyrizi collectively posted $5.14 billion in sales, up 65.8% YoY. The success of Vyalev, which generated $63 million in early sales, underscores AbbVie’s innovative potential. Despite a decline in Humira sales, AbbVie has offset this with strong growth in Skyrizi and Vraylar. AbbVie’s solid financials—$13.34 billion in revenue and an improved operating income margin—demonstrate operational efficiency. Strategic acquisitions and partnerships further enhance growth prospects. With a net debt/EBITDA ratio under 2.5x, AbbVie is well-positioned for continued growth, supported by strong fundamentals and a promising pipeline.
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indeces
Switzerland 20
Trend
Range CHF 11,250 -
CHF 12,834
Switzerland is particularly vulnerable to the U.S. trade conflict, prompting the Swiss government to withdraw its economic forecasts after President Trump announced sweeping tariffs. In response, the Swiss National Bank (SNB) cut its key interest rate to 0.25%, with expectations of a further reduction to zero in June. A major concern is the sharp appreciation of the Swiss franc, which could push inflation below zero. The franc has outperformed other safe-haven assets in April, rallying over 8% against the U.S. dollar, driven by surging U.S. Treasury yields. The SNB has signaled its readiness to intervene to limit further currency strength. A strong franc is generally negative for the Swiss Market Index (SMI), as many of its top constituents—such as Nestlé, Novartis, and Roche—generate substantial revenue abroad. A stronger franc reduces the value of foreign earnings and weakens export competitiveness, particularly in key sectors like pharmaceuticals, machinery, and luxury goods, potentially pressuring profits and equity performance.
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forex
EUR/USD
Trend
Range 1.118 - 1.157
On the weekly chart, the EUR/USD has bounced after retesting the breakout at the 1.12-1.125 level, supporting the bullish stance in the month ahead. From a fundamental standpoint, though the dollar is expected to strengthen given the White House’s change in tone with regard to Powell and China Tariffs, the strength of the euro is expected to outweigh the same. Though the Tariffs are bad for the EU region, the region is still buoyed to face fewer risks – in the event of no EU-US trade deal, the potential European reforms and the EU pushing for trade deals elsewhere could strengthen the Euro. Additionally, in the region, the businesses seem to be digesting the information well in relation to their counterparts. For instance, the manufacturing PMI increased to about 48.7, from 48.6 in March. Though the increase is very marginal, this increase comes amid the tariff jitters and the possibility of a global economic slowdown.
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commodities
Gold
Trend
Range $3,117 - $3,500
The historical rally of Gold continues for yet another month in April, on track to close more than 6% for the month, now marking about a 26.5% increase year-to-date. During the month, Gold continued to extend to record levels, touching the highly coveted $3,500 per troy ounce mark before profit booking brought prices back around the $3,300 level. The rally in the first half of the month was driven yet again by tariff uncertainties, geopolitical tensions, and a weakening US dollar, leading to the attractiveness of gold’s safety. Despite easing market jitters with Trump’s softer stance on China and continued negotiations with countries worldwide, no concrete solutions for global trade have been agreed upon, keeping investors on edge. The price action for gold during the past week could be seen as a cooldown in a robust bullish trend. Even on the charts, the bullion continues to trade well above the key 100 and 200-EMA levels, indicating its bullish momentum.
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bonds
iShares Core
U.S. Aggregate
Bond ETF
Trend
Range $93.92 - $103.81
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%, well below industry standards, and manages more than $123 billion in assets. AGG has delivered one-year returns of 7.41%, with a 12-month dividend yield of 3.78%. 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 effective duration of 5.77, making it less sensitive to interest rate fluctuations.
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iShares iBoxx $
Investment
Grade Corporate
Bond ETF
Trend
Range $102.56 - $113.35
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) aims to mirror the performance of an index composed of 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 7.33%. The ETF has a 12-month dividend yield of 4.45%. 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 20+ Year
Treasury Bond
ETF
Trend
Range $84.71 - $93.62
The iShares 20+ Year Treasury Bond ETF (TLT) is designed to track the performance of long-term U.S. government bonds, specifically those with over 20 years of remaining maturity. This focus makes the fund particularly sensitive to changes in interest rates and inflation expectations. TLT is often favoured by investors who anticipate shifts in the Federal Reserve's monetary policy, especially during transitions from quantitative tightening to quantitative easing. Such shifts usually boost demand for long-term bonds, driving up their prices and lowering their yields, which in turn enhances the value of TLT’s underlying assets. The fund has delivered year-to-date returns of 2.83%. The ETF has a 12-month dividend yield of 4.27%, combined with a strong history of dividend growth. TLT is an appealing choice for investors who are expecting the rate cut cycle to continue from the Fed in 2025, potentially leading to the appreciation of long-duration bonds.
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Vanguard Short -
Term Corporate
Bond Index
Trend
Range $75.12 - $83.03
The Vanguard Short-Term Corporate Bond Index (VCSH) is a mutual fund that focuses on high-quality corporate bonds with maturities between one and 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 7.47%, along with a 12-month dividend yield of 4.07%. 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 May, 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.
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.
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