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 7.24% 600.0 $24,246.00
Apple Common stock AAPL 18.80% 295.0 $62,929.40
YUM! Brands Common stock YUM 4.03% 160.0 $13,472.00
AIG Common stock AIG 4.86% 310.0 $16,262.60
Telefonica Common stock TEF 4.25% 1,680.0 $14,229.60
China Mobile Common stock CHL 4.71% 340.0 $15,748.80
Verizon Common stock VZ 4.38% 270.0 $14,652.90
Ford Common stock F 2.42% 850.0 $8,083.50
Intl Paper Common stock IP 4.63% 300.0 $15,483.00
America Movil Common stock AMX 4.67% 925.0 $15,623.25
Disney Common stock DIS 4.37% 130.0 $14,619.80
Netflix Common stock NFLX 19.27% 200.0 $64,488.00
Cash 16.39% $54,851.84
Total Value $334,690.69
Estimated annual income $5,156.50
Estimated annual yield 1.54%
Account created February 05, 2014
Initial value $250,000
As of August 17, 2018 02:31AM 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.