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 6.05% 240.0 $26,990.40
AIG Common stock AIG 8.58% 720.0 $38,304.00
America Movil Common stock AMX 3.03% 800.0 $13,512.00
Apple Common stock AAPL 28.93% 665.0 $129,109.75
TSMC Common stock TSM 5.30% 600.0 $23,670.00
China Mobile Common stock CHL 2.87% 290.0 $12,818.00
Netflix Common stock NFLX 25.01% 325.0 $111,614.75
YUM! Brands Common stock YUM 5.74% 235.0 $25,610.30
Verizon Common stock VZ 2.84% 220.0 $12,676.40
Telefonica Common stock TEF 1.74% 920.0 $7,746.40
Micron Common stock MU 6.66% 890.0 $29,708.20
Cash 3.27% $14,576.84
Total Value $446,337.04
Estimated annual income $5,305.40
Estimated annual yield 1.19%
Account created February 05, 2014
Initial value $250,000
As of June 16, 2019 05:58PM 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.