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 7.65% 600.0 $22,650.00
Apple Common stock AAPL 15.15% 295.0 $44,831.15
YUM! Brands Common stock YUM 4.10% 160.0 $12,120.00
AIG Common stock AIG 6.25% 310.0 $18,500.80
Telefonica Common stock TEF 6.12% 1,680.0 $18,110.40
China Mobile Common stock CHL 5.81% 340.0 $17,204.00
Verizon Common stock VZ 4.55% 270.0 $13,473.00
Ford Common stock F 3.39% 850.0 $10,038.50
Intl Paper Common stock IP 5.68% 300.0 $16,815.00
America Movil Common stock AMX 5.77% 925.0 $17,066.25
Disney Common stock DIS 4.33% 130.0 $12,807.60
Netflix Common stock NFLX 12.66% 200.0 $37,470.00
Cash 18.53% $54,851.84
Total Value $295,938.54
Estimated annual income $5,670.15
Estimated annual yield 1.92%
Account created February 05, 2014
Initial value $250,000
As of September 23, 2017 03:51AM 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.