Balanced Model Portfolio

This portfolio is designed for an individual that seeks to generate income, but also have the potential for growth through capital gains. Investments are in moderately-safe to high-quality mid- and large-capitalization companies.

Security Ticker % of total portfolio Quantity Value
TSMC Common stock TSM 7.34% 600.0 $21,732.00
Apple Common stock AAPL 15.13% 295.0 $44,801.65
YUM! Brands Common stock YUM 4.03% 160.0 $11,934.40
AIG Common stock AIG 6.75% 310.0 $20,007.40
Telefonica Common stock TEF 6.17% 1,680.0 $18,278.40
China Mobile Common stock CHL 6.21% 340.0 $18,394.00
Verizon Common stock VZ 3.98% 270.0 $11,799.00
Ford Common stock F 3.24% 850.0 $9,605.00
Intl Paper Common stock IP 5.75% 300.0 $17,025.00
America Movil Common stock AMX 5.55% 925.0 $16,446.50
Disney Common stock DIS 4.67% 130.0 $13,833.30
Netflix Common stock NFLX 12.66% 200.0 $37,500.00
Cash 18.52% $54,851.84
Total Value $296,208.49
Estimated annual income $5,670.15
Estimated annual yield 1.91%
Account created February 05, 2014
Initial value $250,000
As of July 24, 2017 05:40PM PDT
Portfolio ID 231121318

Note: Each portfolio is not investment advice, but is intended to convey an understanding of the types and quality of investments used in NUKU client portfolios.