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 8.77% 600.0 $32,568.00
Apple Common stock AAPL 25.62% 295.0 $95,084.40
YUM! Brands Common stock YUM 4.09% 160.0 $15,198.40
AIG Common stock AIG 2.94% 310.0 $10,915.10
Telefonica Common stock TEF 2.38% 1,680.0 $8,836.80
China Mobile Common stock CHL 3.22% 340.0 $11,944.20
Verizon Common stock VZ 4.16% 270.0 $15,449.40
Ford Common stock F 1.21% 850.0 $4,496.50
Intl Paper Common stock IP 2.71% 300.0 $10,074.00
America Movil Common stock AMX 3.46% 925.0 $12,839.00
Disney Common stock DIS 4.33% 130.0 $16,079.70
Netflix Common stock NFLX 22.32% 200.0 $82,866.00
Cash 14.78% $54,851.84
Total Value $371,203.34
Estimated annual income $5,156.50
Estimated annual yield 1.39%
Account created February 05, 2014
Initial value $250,000
As of June 05, 2020 07:49AM 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.