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 18.96% 600.0 $72,252.00
Apple Common stock AAPL 10.25% 295.0 $39,037.35
YUM! Brands Common stock YUM 4.00% 160.0 $15,222.40
AIG Common stock AIG 3.80% 310.0 $14,477.00
Telefonica Common stock TEF 1.70% 1,680.0 $6,493.20
China Mobile Common stock CHL 2.45% 340.0 $9,353.40
Verizon Common stock VZ 4.08% 270.0 $15,552.00
Ford Common stock F 1.18% 850.0 $4,496.50
Intl Paper Common stock IP 2.64% 300.0 $10,074.00
America Movil Common stock AMX 2.91% 925.0 $11,100.00
Disney Common stock DIS 4.63% 130.0 $17,633.20
Netflix Common stock NFLX 29.00% 200.0 $110,488.00
Cash 14.40% $54,851.84
Total Value $381,030.89
Estimated annual income $5,156.50
Estimated annual yield 1.35%
Account created February 05, 2014
Initial value $250,000
As of April 12, 2021 02:22PM 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.