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 19.03% 600.0 $72,762.00
Apple Common stock AAPL 10.37% 295.0 $39,656.85
YUM! Brands Common stock YUM 3.98% 160.0 $15,222.40
AIG Common stock AIG 3.78% 310.0 $14,473.90
Telefonica Common stock TEF 1.70% 1,680.0 $6,493.20
China Mobile Common stock CHL 2.45% 340.0 $9,353.40
Verizon Common stock VZ 4.07% 270.0 $15,557.40
Ford Common stock F 1.18% 850.0 $4,496.50
Intl Paper Common stock IP 2.63% 300.0 $10,074.00
America Movil Common stock AMX 2.90% 925.0 $11,100.00
Disney Common stock DIS 4.61% 130.0 $17,633.20
Netflix Common stock NFLX 28.96% 200.0 $110,746.00
Cash 14.34% $54,851.84
Total Value $382,420.69
Estimated annual income $5,156.50
Estimated annual yield 1.35%
Account created February 05, 2014
Initial value $250,000
As of June 19, 2021 01:37AM 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.