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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
Walmart Inc
Trend
Range $97.16 - $109.16
Walmart’s strength lies in its scale and transformation into a tech-driven omnichannel retailer. Its vast store network doubles as fulfillment hubs for curbside pickup, same-day delivery, and in-store services, fueling growth alongside a 25% surge in global e-commerce sales in Q2 fiscal 2026. The company is diversifying through Walmart Connect, its advertising arm, and Walmart+, its membership program that drives recurring revenue and loyalty. Heavy investments in AI, automation, and supply chain innovation enhance efficiency, cost control, and competitiveness. International operations in China, Flipkart, and Walmex provide growth and geographic diversification. Backed by a strong balance sheet and disciplined capital allocation, Walmart is positioned to fund expansion, technology, and shareholder returns. Risks include tariff and wage pressures, healthcare costs, and currency volatility. Even so, Walmart expects fiscal 2026 sales growth of 3.75–4.75% and operating income growth of 3.5–5.5%, reinforcing its resilience amid challenges.
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indeces
Switzerland 20
Trend
Range CHF 11,250 -
CHF 12,698
The Trump administration levied 39% reciprocal tariffs on Switzerland in late July. Consequently, Swiss exports to the U.S., except for gold, declined by 22% in August relative to July, with watch exports taking a hit. Although a ramp-up in Swiss exports to European countries mitigated the overall impact, tariffs continue to present a risk to the economy. Consequently, the SMI Index has emerged as the weakest-performing equity benchmark in Western Europe. Switzerland’s economy is projected to grow at a slower pace of 0.9% in 2026, down from a prior estimate of 1.5%. Trump has also threatened 100% tariffs on Swiss pharmaceuticals, a key driver of Swiss exports. This could create an estimated 30 percentage point drag on trade. While front-loaded shipments and potential exemptions for Roche and Novartis may mitigate the short-term impact, the economic strain is expected to emerge in 2026, which could further dent growth forecasts. Moreover, the strong Swiss franc has impaired the export competitiveness of Swiss companies that derive revenue from abroad and lowered the value of their overseas earnings. Additionally, from a valuation perspective, Swiss equities remain among the most expensive in Europe.
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forex
EURUSD
Trend
Range 1.141-1.226
From a technical stance, on the daily chart, EURUSD broke out of the trendline resistance connecting the highs of 1.183 on 1st July, 1.179 on 24th July, 1.174 on 22nd August, and 1.173 on 1st September, and currently the currency pair is up after retesting the breakout, suggesting a bullish stance. From a fundamental stance, the US PCE Price Index data clocked actuals at 2.9%, in line with the consensus. This in-line-with-expectations data has led analysts to price in the expectation that the central bank will remain on track to cut interest rates again at its next meeting in October, as it's clear that inflation is stable enough to handle lower interest rates. Furthermore, from Powell’s speech at the Greater Providence Chamber of Commerce, although Powell did hint at a risk of reigniting inflation, a clear dovish tone can be observed as he acknowledged that the risks to the employment mandate have increased.
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commodities
Gold
Trend
Range $3632 -
$4200
Gold has surged more than 45.03% YTD, positioning it for its strongest performance since the 1979 gold rally. The rally is driven by a mix of macroeconomic, geopolitical, and structural factors, with a softer dollar, persistent inflation, and expectations of further rate cuts by the Fed boosting demand for bullion. Lower yields make non-yielding assets, such as gold, more attractive. Meanwhile, central banks, particularly in emerging markets, have been steadily increasing their reserves at a 2–3% annual pace since 2022, diversifying away from fiat currencies due to concerns over global reserve stability. Political uncertainty, including Russia-NATO tensions and renewed U.S. tariff moves, continues to support gold's safe-haven appeal. Moreover, Central banks added 415 tonnes to reserves in the first half of the year, with 166 tonnes purchased in Q2. Technically, with a break above the $3,800 levels and previous record highs, gold is poised for further up moves, continuing its record-breaking rally.
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bonds
iShares Core U.S. Aggregate Bond ETF
Trend
Range $98.90 -
$101.91
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 3.11%, with a 12-month dividend yield of 3.80%. 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 6.11, making it less sensitive to interest rate fluctuations.
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iShares iBoxx $ Investment Grade Corporate Bond ETF
Trend
Range $109.57 -
$113.93
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 3.42%. The ETF has a 12-month dividend yield of 4.34%. 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 $79.36 -
$82.96
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 7.19%. It also features an attractive 12-month dividend yield of 5.69% 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 $77.96 -
$81.96
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 4.97%, along with a 12-month dividend yield of 4.22%. 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: 30th September, 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.