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 7.63% 600.0 $24,924.00
Apple Common stock AAPL 18.64% 295.0 $60,917.50
YUM! Brands Common stock YUM 5.66% 160.0 $18,499.20
AIG Common stock AIG 5.15% 310.0 $16,833.00
Telefonica Common stock TEF 3.40% 1,680.0 $11,104.80
China Mobile Common stock CHL 4.37% 340.0 $14,280.00
Verizon Common stock VZ 4.68% 270.0 $15,295.50
Ford Common stock F 2.33% 850.0 $7,616.00
Intl Paper Common stock IP 3.58% 300.0 $11,697.00
America Movil Common stock AMX 4.78% 925.0 $15,623.25
Disney Common stock DIS 4.47% 130.0 $14,619.80
Netflix Common stock NFLX 18.53% 200.0 $60,560.00
Cash 16.78% $54,851.84
Total Value $326,821.89
Estimated annual income $5,156.50
Estimated annual yield 1.58%
Account created February 05, 2014
Initial value $250,000
As of August 18, 2019 09:58AM 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.