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 7.06% 600.0 $23,670.00
Apple Common stock AAPL 17.09% 295.0 $57,274.25
YUM! Brands Common stock YUM 5.20% 160.0 $17,436.80
AIG Common stock AIG 4.92% 310.0 $16,492.00
Telefonica Common stock TEF 4.22% 1,680.0 $14,145.60
China Mobile Common stock CHL 4.48% 340.0 $15,028.00
Verizon Common stock VZ 4.64% 270.0 $15,557.40
Ford Common stock F 2.55% 850.0 $8,551.00
Intl Paper Common stock IP 3.93% 300.0 $13,176.00
America Movil Common stock AMX 4.66% 925.0 $15,623.25
Disney Common stock DIS 4.36% 130.0 $14,619.80
Netflix Common stock NFLX 20.50% 200.0 $68,686.00
Cash 16.37% $54,851.84
Total Value $335,111.94
Estimated annual income $5,156.50
Estimated annual yield 1.54%
Account created February 05, 2014
Initial value $250,000
As of June 16, 2019 05:33PM 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.