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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
Johnson & Johnson
Trend
Range $153.12 - $171.32
Johnson & Johnson is positioned for growth, driven by its focus on innovation and targeted acquisitions. In Innovative Medicine, the company aims to deliver 20+ therapies and 50 product expansions by 2030, focusing on oncology. Breakthrough treatments like CARVYKTI, DARZALEX, and emerging neuroscience and immunology therapies drive growth. In MedTech, JNJ is using robotics, cardiovascular interventions, and digital solutions. Acquisitions like Shockwave Medical boost its minimally invasive treatments portfolio. By 2027, a third of MedTech sales are expected from new products. JNJ's focus on innovation and pipeline progress positions the company for sustained competitive growth in the long term.
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indeces
Switzerland 20
Trend
Range CHF 12,280 – CHF 13,400
Switzerland’s benchmark index has maintained a steady upward trajectory this year, surpassing 12,500 for the first time since early 2022. Amid rising global uncertainty, investors have turned to the country's defensive stocks, particularly in the healthcare sector, which is relatively less susceptible to economic downturn. As a result, the index has gained 10.26% year-to-date. In anticipation of global trade tensions, the Swiss government lowered the nation’s economic growth forecast slightly to 1.4% in 2025 from a previous estimate of 1.5%. This is a mark of confidence in the Swiss economy’s resilience as it is expected to avert a downturn. Inflation is expected to remain low at 0.3% in 2025. Moreover, when Europe as a whole and Germany in particular rolls out its fiscal stimulus package, it is expected to boost demand in Switzerland as well. That is because Germany is Switzerland’s largest trading partner and ranks second as a destination for Swiss exports.
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forex
EUR/USD
Trend
Range 1.065-1.109
From a technical perspective, on the weekly chart, the currency pair is trading at the support that can be witnessed at the 1.076-1.078 price mark, supporting a bullish stance in the month ahead. From a fundamental standpoint, on March 18, 2025, the German Parliament passed a historic bill to increase public spending, marking a departure from decades of fiscal conservatism aimed at revitalizing infrastructure and bolstering military budgets. The bill will allow defence spending to exceed 1% of the GDP, amounting to approximately €45 billion, with no upper limit. The bill will also raise the borrowing limit for state governments from 0% to 0.35% of GDP and also includes special investments for infrastructure and Climate Transition as well. Such a spending increase would increase the government deficits, which would then have to be funded by bond issuances. And as the higher supply of bonds implies higher yields, the Euro stands at a positive front.
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commodities
Gold
Trend
Range $2937 - $3167
The safety of Gold continues to shine brighter than ever, with the precious metal on track to rally for a third consecutive month, extending to record levels above $3050, while giving about 15% returns year-to-date. The rally has been driven by tariff uncertainties, geopolitical tensions, a weakening US dollar and rising inflation expectations, leading to economic uncertainty and pushing investors to a flight to safety. The fuel to this impressive rally has come from robust investment demand, evident by gold-backed ETFs adding about 154 tons in holdings so far into the year. This takes the total gold held by ETFs to 87.8 million ounces, a rise of about 6% year-to-date. Moreover, Donald Trump’s plan for a new tariff policy is expected to be released on April 2nd, following the US Consumer confidence data released recently that dropped to its lowest level of 92.9 in about four years, signalling an uncertain macroeconomic environment for investors, boding well for the bullion
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bonds
iShares Core
U.S. Aggregate
Bond ETF
Trend
Range $93.29 - $103.12
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 $120 billion in assets. AGG has delivered one-year returns of 4.32%, with a 12-month dividend yield of 3.74%. This makes it an attractive option for investors seeking broad exposure to U.S. bonds with minimal costs, offering the potential for income and capital appreciation.
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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 4.19%. The ETF has a 12-month dividend yield of 4.42%. 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 2.79%. The ETF has a 12-month dividend yield of 4.21%, combined with a strong history of dividend growth, TLT is an appealing choice for investors who are looking towards the on-going 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 $74.80 - $82.67
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 6.15%, along with a 12-month dividend yield of 4.02%. 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: 28th March, 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.