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Century Financial Consultancy

محفظة استثمارية متنوعة

انقر على المعيار المحدد على المؤشر للتعرف على استراتيجيات التداول المتحفظة، المعتدلة والمغامرة.

توزيع الأصول
10%
الأسهم
10%
المؤشرات
10%
العملات الأجنبية
20%
السلع
50%
السندات
ملاحظة: هذا لأغراض التوضيح فقط وليس هناك أي التزام بقبول توزيع الأصول التي توفرها هذه الأداة. مزيج المحفظة ليس نصيحة استثمارية ولا اقتراحًا بشأن تخصيص الأصول ليتم اعتماده من قبل المستثمرين.
أسواق تداول
الوصف
الاتجاه
نطاق التداول
equites
Kroger Company
Trend
Range 42.15-49.09
Kroger is one of the largest grocery store operators in the U.S. and is considered affordable while at the same time offering high-quality products. Kroger’s shares so far this year, have gained 0.53% while benchmark SPX has fallen by 22%. The supermarket chain is paying out a dividend of $0.26 per share at the moment, with a dividend yield of 2.2% compared to the Retail - Supermarkets industry's yield of 1.6% and the S&P 500's yield of 1.72%. KR’s sales increased 9.3% year-over-year to $34.64 billion. The company’s operating profit amounted to $954 million, up 13.7% year-over-year. Given KR’s strong financials, solid growth estimates, lower-than-industry valuation, attractive dividends, and high profitability, Kroger could be a good stock to hold during volatile periods.
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indeces
SPX 500
Trend
Range 3435-3880
Hawkish comments from several Fed officials dampened sentiment as recession fears grow. St. Louis Fed President James Bullard commented that inflation was a serious problem, and the credibility of the central bank’s inflation target was threatened by price pressures. Consumer Confidence data for September came in strong at 108, climbing up for the second straight month. The expectations index, which measures consumers’ outlook for the next six months, climbed to its best level since February. US 10-year treasury yield which is currently at 3.84%, in between soared above 4% for the first time since 2010 amidst a rising interest rate environment and potential sale of US government debt by Japan. This is weighing on the housing market and mortgage rates are rising and making it really difficult for debt-ridden companies to raise funding. The dollar climbed to a record high after the White House signaled no prospects of weakening the currency. These factors could pressurise SPX 500 in the near term.
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forex
EUR/USD
Trend
Range 0.9285-1.0102
Nervous financial markets propelled the safe-haven dollar to a fresh two-decade peak on 28th Sept 2022 as rising global interest rates fed recession worries. The Federal Reserve has led the global fight against surging inflation, turning even more aggressive recently by signalling further big rate increases on top of super-sized moves in the past few months. Meanwhile, Europe is grappling with a gas crisis and surging inflation adding to the gloomy outlook. The dollar is again surging on account of its safe haven stature amid the turmoil in the global bond market.
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commodities
Gold
Trend
Range 1565-1725
Gold is considered as a hedge against inflation and economic uncertainties; however, interest rate hikes pushed the dollar to multi-year highs weighing heavily on the bullion. Adding to that Jerome Powell the FED chair confirmed that he will remain hawkish for the remaining of 2022. Bringing inflation down remains the number one priority of the Fed, the anticipation for the next rate hike is still weighing down on all commodities including Gold. It is worth mentioning that Gold fell by 20% since March. A strong dollar and higher interest rate is expected to keep the non-yielding metal subdued.
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bonds
iShares Core U.S. Aggregate Bond ETF
Trend
Range 93.2-101.45
iShares Core U.S. Aggregate Bond ETF (AGG) is one of the 10 largest ETFs on Wall Street and one of the most popular fixed-income options. This fund offers broad exposure to U.S. investment-grade bonds, including Treasury bonds, agency mortgage debt from government-backed entities like Fannie Mae and Freddie Mac and corporate bonds from highly rated firms like Bank of America Corp. (BAC). There is built-in diversification and a focus on lower risk. AGG also offers a scale and liquidity that appeals to investors as the fund boasts almost $78.53 billion in assets and regularly trades north of 3 million shares.
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iShares iBoxx $ Investment Grade Corporate Bond ETF
Trend
Range 99.34-108.13
The iShares iBoxx $ Investment Grade Corporate Bond ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds. There are slim chances for the fund’s top issuers such are Goldman Sachs Group (GS), Bank of America (BAC) or Apple (AAPL) to disappear in the next year or two, making this fund much less risky. The average duration of the fund is 9 years and the rate flattening at the longer end of the yield curve could give a boost to the price increase.
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iShares iBoxx $ High Yield Corporate Bond ETF
Trend
Range 69.45-75.6
iShares iBoxx High Yield Corporate Bond ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high-yield corporate bonds. The US may face only a mild recession as the country's economy is continuing to remain robust. This is likely to buoy the top and bottom lines of the companies included in the index.
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Vanguard Short-Term Corporate Bond Index
Trend
Range 71.68-78.03
Vanguard Short-Term Corporate Bond Index is a compelling option for exposure to short-term investment-grade corporate bonds. VCSH offers only short-term bonds with an average duration of 2.8 years across the roughly 2,300 individual bonds in the portfolio. Chances are pretty low that firms like Goldman Sachs Group (GS) or Apple (AAPL) that make up this fund will disappear in the next year or two, so that makes this fund much less risky.
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Data Source: Bloomberg
Date: 1st Oct, 2022

Arun Leslie John
Chief Market Analyst

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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.