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 6.46% 240.0 $23,644.80
AIG Common stock AIG 11.74% 720.0 $42,969.60
America Movil Common stock AMX 4.03% 800.0 $14,760.00
Apple Common stock AAPL 27.60% 665.0 $101,060.05
TSMC Common stock TSM 6.19% 600.0 $22,650.00
China Mobile Common stock CHL 4.01% 290.0 $14,674.00
Netflix Common stock NFLX 16.63% 325.0 $60,888.75
YUM! Brands Common stock YUM 4.86% 235.0 $17,801.25
Verizon Common stock VZ 3.00% 220.0 $10,978.00
Telefonica Common stock TEF 2.71% 920.0 $9,917.60
Micron Common stock MU 8.80% 890.0 $32,218.00
Cash 3.98% $14,576.84
Total Value $366,138.89
Estimated annual income $5,413.75
Estimated annual yield 1.48%
Account created February 05, 2014
Initial value $250,000
As of September 23, 2017 03:51AM 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.