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 15.38% 600.0 $52,146.00
Apple Common stock AAPL 9.99% 295.0 $33,857.15
YUM! Brands Common stock YUM 4.49% 160.0 $15,222.40
AIG Common stock AIG 2.85% 310.0 $9,665.80
Telefonica Common stock TEF 1.92% 1,680.0 $6,493.20
China Mobile Common stock CHL 3.27% 340.0 $11,077.20
Verizon Common stock VZ 4.55% 270.0 $15,422.40
Ford Common stock F 1.33% 850.0 $4,496.50
Intl Paper Common stock IP 2.97% 300.0 $10,074.00
America Movil Common stock AMX 3.27% 925.0 $11,100.00
Disney Common stock DIS 5.20% 130.0 $17,633.20
Netflix Common stock NFLX 28.61% 200.0 $97,020.00
Cash 16.18% $54,851.84
Total Value $339,059.69
Estimated annual income $5,156.50
Estimated annual yield 1.52%
Account created February 05, 2014
Initial value $250,000
As of October 26, 2020 01:59PM 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.