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 6.92% 600.0 $23,070.00
Apple Common stock AAPL 19.40% 295.0 $64,696.45
YUM! Brands Common stock YUM 4.29% 160.0 $14,304.00
AIG Common stock AIG 4.39% 310.0 $14,632.00
Telefonica Common stock TEF 4.05% 1,680.0 $13,507.20
China Mobile Common stock CHL 5.05% 340.0 $16,847.00
Verizon Common stock VZ 4.45% 270.0 $14,823.00
Ford Common stock F 2.17% 850.0 $7,225.00
Intl Paper Common stock IP 3.80% 300.0 $12,672.00
America Movil Common stock AMX 4.69% 925.0 $15,623.25
Disney Common stock DIS 4.38% 130.0 $14,619.80
Netflix Common stock NFLX 19.96% 200.0 $66,534.00
Cash 16.45% $54,851.84
Total Value $333,405.54
Estimated annual income $5,156.50
Estimated annual yield 1.55%
Account created February 05, 2014
Initial value $250,000
As of October 20, 2018 01:56PM 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.