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 9.49% 600.0 $33,540.00
Apple Common stock AAPL 22.60% 295.0 $79,877.15
YUM! Brands Common stock YUM 4.50% 160.0 $15,910.40
AIG Common stock AIG 4.42% 310.0 $15,627.10
Telefonica Common stock TEF 3.55% 1,680.0 $12,532.80
China Mobile Common stock CHL 3.69% 340.0 $13,052.60
Verizon Common stock VZ 4.67% 270.0 $16,491.60
Ford Common stock F 2.19% 850.0 $7,743.50
Intl Paper Common stock IP 3.92% 300.0 $13,854.00
America Movil Common stock AMX 4.42% 925.0 $15,623.25
Disney Common stock DIS 4.14% 130.0 $14,619.80
Netflix Common stock NFLX 16.91% 200.0 $59,786.00
Cash 15.52% $54,851.84
Total Value $353,510.04
Estimated annual income $5,156.50
Estimated annual yield 1.46%
Account created February 05, 2014
Initial value $250,000
As of December 12, 2019 06:04PM 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.