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 7.09% 600.0 $23,550.00
Apple Common stock AAPL 16.75% 295.0 $55,675.35
YUM! Brands Common stock YUM 3.97% 160.0 $13,204.80
AIG Common stock AIG 4.97% 310.0 $16,523.00
Telefonica Common stock TEF 4.57% 1,680.0 $15,204.00
China Mobile Common stock CHL 4.67% 340.0 $15,531.20
Verizon Common stock VZ 3.94% 270.0 $13,095.00
Ford Common stock F 2.94% 850.0 $9,775.00
Intl Paper Common stock IP 4.89% 300.0 $16,239.00
America Movil Common stock AMX 4.55% 925.0 $15,114.50
Disney Common stock DIS 4.00% 130.0 $13,299.00
Netflix Common stock NFLX 21.14% 200.0 $70,268.00
Cash 16.51% $54,851.84
Total Value $332,330.69
Estimated annual income $5,156.50
Estimated annual yield 1.55%
Account created February 05, 2014
Initial value $250,000
As of May 27, 2018 10:22AM 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.