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 20.13% 600.0 $78,312.00
Apple Common stock AAPL 10.84% 295.0 $42,161.40
YUM! Brands Common stock YUM 3.91% 160.0 $15,222.40
AIG Common stock AIG 3.15% 310.0 $12,269.80
Telefonica Common stock TEF 1.67% 1,680.0 $6,493.20
China Mobile Common stock CHL 2.40% 340.0 $9,353.40
Verizon Common stock VZ 4.05% 270.0 $15,773.40
Ford Common stock F 1.16% 850.0 $4,496.50
Intl Paper Common stock IP 2.59% 300.0 $10,074.00
America Movil Common stock AMX 2.85% 925.0 $11,100.00
Disney Common stock DIS 4.53% 130.0 $17,633.20
Netflix Common stock NFLX 28.62% 200.0 $111,356.00
Cash 14.10% $54,851.84
Total Value $389,097.14
Estimated annual income $5,156.50
Estimated annual yield 1.33%
Account created February 05, 2014
Initial value $250,000
As of January 26, 2021 03:05AM PST
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.