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 8.82% 600.0 $33,888.00
Apple Common stock AAPL 24.60% 295.0 $94,488.50
YUM! Brands Common stock YUM 4.33% 160.0 $16,619.20
AIG Common stock AIG 4.02% 310.0 $15,438.00
Telefonica Common stock TEF 2.95% 1,680.0 $11,340.00
China Mobile Common stock CHL 3.79% 340.0 $14,572.40
Verizon Common stock VZ 4.08% 270.0 $15,684.30
Ford Common stock F 1.78% 850.0 $6,825.50
Intl Paper Common stock IP 3.36% 300.0 $12,885.00
America Movil Common stock AMX 4.07% 925.0 $15,623.25
Disney Common stock DIS 3.81% 130.0 $14,619.80
Netflix Common stock NFLX 20.10% 200.0 $77,200.00
Cash 14.28% $54,851.84
Total Value $384,035.79
Estimated annual income $5,156.50
Estimated annual yield 1.34%
Account created February 05, 2014
Initial value $250,000
As of February 23, 2020 04:51AM 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.