Capital Balanz Highlights Key Portfolio Allocations for Q4 2025
Capital Balanz is strategically positioning its CMA portfolio for the final quarter of 2025, emphasizing diversification across fixed income, mixed rent, equity, and alternative assets. the firm’s current allocation reflects a moderate risk profile, with a focus on value opportunities and international exposure.This strategy aims to navigate potential market volatility and capitalize on emerging trends as the year closes.
The portfolio breakdown reveals AMSA Fixed Income leading with a 10% weighting, investing in global corporate credits-both emerging and developed markets.Mixed rent constitutes 34%, anchored by the HFMX Total Income fund, offering access to diverse strategic asset classes, alongside balanced funds in the US and Latin America. Renta variable accounts for 24%, including the ETF del S&P 500 (SPY) and global high-quality equity funds, with a moderate bias towards value stocks, notably the Jupiter World Equity fund (6% of the total portfolio). alternative assets and commodities represent 9%, primarily in gold and bond strategies.
Capital Balanz continues to favor “Strategies with less tight value than those presented by the S&P 500” to maintain US equity positions. The firm is prioritizing Middle Capitalization Actions and Companies with high dividends,while maintaining a balanced allocation within the S&P 500 to diversify risk and capture opportunities across different stocks.Diversification extends to developed markets outside the United states. The PBR Bonus 6.5% to 2033 is also highlighted as offering “an attractive TIR in front of the bonds of the same company.”
