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 8.73% 600.0 $29,652.00
Apple Common stock AAPL 20.51% 295.0 $69,681.95
YUM! Brands Common stock YUM 5.39% 160.0 $18,312.00
AIG Common stock AIG 4.97% 310.0 $16,870.20
Telefonica Common stock TEF 3.83% 1,680.0 $13,020.00
China Mobile Common stock CHL 4.25% 340.0 $14,439.80
Verizon Common stock VZ 4.76% 270.0 $16,181.10
Ford Common stock F 2.20% 850.0 $7,463.00
Intl Paper Common stock IP 3.67% 300.0 $12,468.00
America Movil Common stock AMX 4.60% 925.0 $15,623.25
Disney Common stock DIS 4.30% 130.0 $14,619.80
Netflix Common stock NFLX 16.65% 200.0 $56,586.00
Cash 16.14% $54,851.84
Total Value $339,768.94
Estimated annual income $5,156.50
Estimated annual yield 1.52%
Account created February 05, 2014
Initial value $250,000
As of October 14, 2019 05:46AM 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.