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 11.05% 600.0 $48,348.00
Apple Common stock AAPL 30.42% 295.0 $133,145.30
YUM! Brands Common stock YUM 3.36% 160.0 $14,691.20
AIG Common stock AIG 2.09% 310.0 $9,138.80
Telefonica Common stock TEF 1.68% 1,680.0 $7,341.60
China Mobile Common stock CHL 2.68% 340.0 $11,713.00
Verizon Common stock VZ 3.57% 270.0 $15,614.10
Ford Common stock F 1.03% 850.0 $4,496.50
Intl Paper Common stock IP 2.30% 300.0 $10,074.00
America Movil Common stock AMX 2.63% 925.0 $11,488.50
Disney Common stock DIS 3.48% 130.0 $15,247.70
Netflix Common stock NFLX 23.19% 200.0 $101,480.00
Cash 12.53% $54,851.84
Total Value $437,630.54
Estimated annual income $5,156.50
Estimated annual yield 1.18%
Account created February 05, 2014
Initial value $250,000
As of August 09, 2020 03:38AM 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.