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 5.71% 240.0 $26,990.40
AIG Common stock AIG 8.29% 720.0 $39,182.40
America Movil Common stock AMX 2.86% 800.0 $13,512.00
Apple Common stock AAPL 33.24% 665.0 $157,079.65
TSMC Common stock TSM 6.27% 600.0 $29,652.00
China Mobile Common stock CHL 2.61% 290.0 $12,316.30
Netflix Common stock NFLX 19.46% 325.0 $91,952.25
YUM! Brands Common stock YUM 5.69% 235.0 $26,895.75
Verizon Common stock VZ 2.79% 220.0 $13,184.60
Telefonica Common stock TEF 1.51% 920.0 $7,130.00
Micron Common stock MU 8.49% 890.0 $40,139.00
Cash 3.08% $14,576.84
Total Value $472,611.19
Estimated annual income $5,305.40
Estimated annual yield 1.12%
Account created February 05, 2014
Initial value $250,000
As of October 14, 2019 06:16AM 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.