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 7.12% 600.0 $23,388.00
Apple Common stock AAPL 15.37% 295.0 $50,462.70
YUM! Brands Common stock YUM 4.62% 160.0 $15,180.80
AIG Common stock AIG 4.06% 310.0 $13,333.10
Telefonica Common stock TEF 4.53% 1,680.0 $14,868.00
China Mobile Common stock CHL 5.48% 340.0 $17,979.20
Verizon Common stock VZ 4.62% 270.0 $15,160.50
Ford Common stock F 2.26% 850.0 $7,403.50
Intl Paper Common stock IP 4.27% 300.0 $14,025.00
America Movil Common stock AMX 4.76% 925.0 $15,623.25
Disney Common stock DIS 4.45% 130.0 $14,619.80
Netflix Common stock NFLX 21.75% 200.0 $71,394.00
Cash 16.71% $54,851.84
Total Value $328,289.69
Estimated annual income $5,156.50
Estimated annual yield 1.57%
Account created February 05, 2014
Initial value $250,000
As of February 22, 2019 10:22PM 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.