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 6.51% 240.0 $32,553.60
AIG Common stock AIG 5.72% 720.0 $28,605.60
America Movil Common stock AMX 1.92% 800.0 $9,600.00
Apple Common stock AAPL 16.36% 665.0 $81,848.20
TSMC Common stock TSM 11.94% 600.0 $59,724.00
China Mobile Common stock CHL 1.75% 290.0 $8,778.30
Netflix Common stock NFLX 32.71% 325.0 $163,598.50
YUM! Brands Common stock YUM 4.47% 235.0 $22,357.90
Verizon Common stock VZ 2.70% 220.0 $13,499.20
Telefonica Common stock TEF 0.71% 920.0 $3,555.80
Micron Common stock MU 12.30% 890.0 $61,507.90
Cash 2.91% $14,576.84
Total Value $500,205.84
Estimated annual income $5,305.40
Estimated annual yield 1.06%
Account created February 05, 2014
Initial value $250,000
As of December 03, 2020 08:35AM 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.