Growth Model Portfolio

This portfolio is designed for an individual that seeks to maximize growth through capital gains. Investments are in moderately-safe to high-quality mid- and large-capitalization companies.

Security Ticker % of total portfolio Quantity Value
Disney Common stock DIS 6.99% 240.0 $25,538.40
AIG Common stock AIG 12.72% 720.0 $46,468.80
America Movil Common stock AMX 3.89% 800.0 $14,224.00
Apple Common stock AAPL 27.64% 665.0 $100,993.55
TSMC Common stock TSM 5.95% 600.0 $21,732.00
China Mobile Common stock CHL 4.29% 290.0 $15,689.00
Netflix Common stock NFLX 16.68% 325.0 $60,937.50
YUM! Brands Common stock YUM 4.80% 235.0 $17,528.65
Verizon Common stock VZ 2.63% 220.0 $9,614.00
Telefonica Common stock TEF 2.74% 920.0 $10,009.60
Micron Common stock MU 7.70% 890.0 $28,124.00
Cash 3.99% $14,576.84
Total Value $365,436.34
Estimated annual income $5,413.75
Estimated annual yield 1.48%
Account created February 05, 2014
Initial value $250,000
As of July 24, 2017 05:41PM PDT
Portfolio ID 55112152

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.