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 8.42% 600.0 $25,440.00
Apple Common stock AAPL 16.59% 295.0 $50,150.00
YUM! Brands Common stock YUM 4.16% 160.0 $12,576.00
AIG Common stock AIG 6.16% 310.0 $18,618.60
Telefonica Common stock TEF 5.56% 1,680.0 $16,800.00
China Mobile Common stock CHL 5.65% 340.0 $17,068.00
Verizon Common stock VZ 4.06% 270.0 $12,258.00
Ford Common stock F 3.37% 850.0 $10,200.00
Intl Paper Common stock IP 5.38% 300.0 $16,263.00
America Movil Common stock AMX 5.28% 925.0 $15,956.25
Disney Common stock DIS 4.45% 130.0 $13,447.20
Netflix Common stock NFLX 12.78% 200.0 $38,640.00
Cash 18.15% $54,851.84
Total Value $302,268.89
Estimated annual income $5,670.15
Estimated annual yield 1.88%
Account created February 05, 2014
Initial value $250,000
As of November 17, 2017 02:41PM 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.