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 7.30% 600.0 $22,398.00
Apple Common stock AAPL 16.44% 295.0 $50,430.25
YUM! Brands Common stock YUM 4.87% 160.0 $14,953.60
AIG Common stock AIG 3.77% 310.0 $11,559.90
Telefonica Common stock TEF 4.85% 1,680.0 $14,884.80
China Mobile Common stock CHL 5.45% 340.0 $16,717.80
Verizon Common stock VZ 5.02% 270.0 $15,414.30
Ford Common stock F 2.35% 850.0 $7,225.00
Intl Paper Common stock IP 4.21% 300.0 $12,924.00
America Movil Common stock AMX 5.09% 925.0 $15,623.25
Disney Common stock DIS 4.77% 130.0 $14,619.80
Netflix Common stock NFLX 17.99% 200.0 $55,204.00
Cash 17.88% $54,851.84
Total Value $306,806.54
Estimated annual income $5,156.50
Estimated annual yield 1.68%
Account created February 05, 2014
Initial value $250,000
As of December 16, 2018 03:55PM PST
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.