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 7.94% 600.0 $27,240.00
Apple Common stock AAPL 17.53% 295.0 $60,138.70
YUM! Brands Common stock YUM 4.82% 160.0 $16,531.20
AIG Common stock AIG 4.16% 310.0 $14,272.40
Telefonica Common stock TEF 4.14% 1,680.0 $14,196.00
China Mobile Common stock CHL 4.78% 340.0 $16,391.40
Verizon Common stock VZ 4.57% 270.0 $15,670.80
Ford Common stock F 2.37% 850.0 $8,117.50
Intl Paper Common stock IP 3.89% 300.0 $13,329.00
America Movil Common stock AMX 4.55% 925.0 $15,623.25
Disney Common stock DIS 4.26% 130.0 $14,619.80
Netflix Common stock NFLX 21.01% 200.0 $72,070.00
Cash 15.99% $54,851.84
Total Value $343,051.89
Estimated annual income $5,156.50
Estimated annual yield 1.50%
Account created February 05, 2014
Initial value $250,000
As of April 19, 2019 11:15AM 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.