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 5.98% 240.0 $26,990.40
AIG Common stock AIG 8.66% 720.0 $39,096.00
America Movil Common stock AMX 2.99% 800.0 $13,512.00
Apple Common stock AAPL 30.42% 665.0 $137,322.50
TSMC Common stock TSM 5.52% 600.0 $24,924.00
China Mobile Common stock CHL 2.70% 290.0 $12,180.00
Netflix Common stock NFLX 21.80% 325.0 $98,410.00
YUM! Brands Common stock YUM 6.02% 235.0 $27,170.70
Verizon Common stock VZ 2.76% 220.0 $12,463.00
Telefonica Common stock TEF 1.35% 920.0 $6,081.20
Micron Common stock MU 8.58% 890.0 $38,759.50
Cash 3.23% $14,576.84
Total Value $451,486.14
Estimated annual income $5,305.40
Estimated annual yield 1.18%
Account created February 05, 2014
Initial value $250,000
As of August 18, 2019 10:21AM 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.