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 5.91% 240.0 $26,990.40
AIG Common stock AIG 7.44% 720.0 $33,984.00
America Movil Common stock AMX 2.96% 800.0 $13,512.00
Apple Common stock AAPL 31.92% 665.0 $145,841.15
TSMC Common stock TSM 5.05% 600.0 $23,070.00
China Mobile Common stock CHL 3.14% 290.0 $14,369.50
Netflix Common stock NFLX 23.66% 325.0 $108,117.75
YUM! Brands Common stock YUM 4.60% 235.0 $21,009.00
Verizon Common stock VZ 2.64% 220.0 $12,078.00
Telefonica Common stock TEF 1.62% 920.0 $7,396.80
Micron Common stock MU 7.88% 890.0 $36,000.50
Cash 3.19% $14,576.84
Total Value $456,945.94
Estimated annual income $5,305.40
Estimated annual yield 1.16%
Account created February 05, 2014
Initial value $250,000
As of October 20, 2018 02:26PM 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.