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 8.10% 600.0 $26,106.00
Apple Common stock AAPL 15.74% 295.0 $50,725.25
YUM! Brands Common stock YUM 3.87% 160.0 $12,480.00
AIG Common stock AIG 5.70% 310.0 $18,373.70
Telefonica Common stock TEF 4.93% 1,680.0 $15,876.00
China Mobile Common stock CHL 5.06% 340.0 $16,320.00
Verizon Common stock VZ 4.20% 270.0 $13,543.20
Ford Common stock F 2.80% 850.0 $9,018.50
Intl Paper Common stock IP 5.49% 300.0 $17,682.00
America Movil Common stock AMX 5.52% 925.0 $17,797.00
Disney Common stock DIS 4.30% 130.0 $13,845.00
Netflix Common stock NFLX 17.28% 200.0 $55,680.00
Cash 17.02% $54,851.84
Total Value $322,298.49
Estimated annual income $5,156.50
Estimated annual yield 1.60%
Account created February 05, 2014
Initial value $250,000
As of February 19, 2018 08:09AM 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.