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 7.36% 600.0 $21,288.00
Apple Common stock AAPL 15.64% 295.0 $45,229.40
YUM! Brands Common stock YUM 3.99% 160.0 $11,547.20
AIG Common stock AIG 6.81% 310.0 $19,700.50
Telefonica Common stock TEF 6.54% 1,680.0 $18,916.80
China Mobile Common stock CHL 6.52% 340.0 $18,870.00
Verizon Common stock VZ 4.23% 270.0 $12,236.40
Ford Common stock F 3.21% 850.0 $9,290.50
Intl Paper Common stock IP 5.42% 300.0 $15,690.00
America Movil Common stock AMX 5.23% 925.0 $15,114.50
Disney Common stock DIS 4.87% 130.0 $14,092.00
Netflix Common stock NFLX 11.22% 200.0 $32,444.00
Cash 18.96% $54,851.84
Total Value $289,271.14
Estimated annual income $5,670.15
Estimated annual yield 1.96%
Account created February 05, 2014
Initial value $250,000
As of May 28, 2017 06:51PM 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.