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 7.32% 240.0 $26,016.00
AIG Common stock AIG 12.88% 720.0 $45,756.00
America Movil Common stock AMX 3.68% 800.0 $13,072.00
Apple Common stock AAPL 28.70% 665.0 $101,957.80
TSMC Common stock TSM 5.99% 600.0 $21,288.00
China Mobile Common stock CHL 4.53% 290.0 $16,095.00
Netflix Common stock NFLX 14.84% 325.0 $52,721.50
YUM! Brands Common stock YUM 4.77% 235.0 $16,959.95
Verizon Common stock VZ 2.81% 220.0 $9,970.40
Telefonica Common stock TEF 2.92% 920.0 $10,359.20
Micron Common stock MU 7.46% 890.0 $26,486.40
Cash 4.10% $14,576.84
Total Value $355,259.09
Estimated annual income $5,413.75
Estimated annual yield 1.52%
Account created February 05, 2014
Initial value $250,000
As of May 28, 2017 06:49PM 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.