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 6.21% 240.0 $26,990.40
AIG Common stock AIG 7.13% 720.0 $30,967.20
America Movil Common stock AMX 3.11% 800.0 $13,512.00
Apple Common stock AAPL 26.19% 665.0 $113,754.90
TSMC Common stock TSM 5.39% 600.0 $23,388.00
China Mobile Common stock CHL 3.53% 290.0 $15,335.20
Netflix Common stock NFLX 26.71% 325.0 $116,015.25
YUM! Brands Common stock YUM 5.13% 235.0 $22,296.80
Verizon Common stock VZ 2.84% 220.0 $12,353.00
Telefonica Common stock TEF 1.87% 920.0 $8,142.00
Micron Common stock MU 8.51% 890.0 $36,961.70
Cash 3.36% $14,576.84
Total Value $434,293.29
Estimated annual income $5,305.40
Estimated annual yield 1.22%
Account created February 05, 2014
Initial value $250,000
As of February 22, 2019 10:53PM PST
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.