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 5.39% 240.0 $26,990.40
AIG Common stock AIG 7.25% 720.0 $36,295.20
America Movil Common stock AMX 2.70% 800.0 $13,512.00
Apple Common stock AAPL 35.96% 665.0 $180,062.05
TSMC Common stock TSM 6.70% 600.0 $33,540.00
China Mobile Common stock CHL 2.22% 290.0 $11,133.10
Netflix Common stock NFLX 19.40% 325.0 $97,152.25
YUM! Brands Common stock YUM 4.67% 235.0 $23,368.40
Verizon Common stock VZ 2.68% 220.0 $13,437.60
Telefonica Common stock TEF 1.37% 920.0 $6,863.20
Micron Common stock MU 8.75% 890.0 $43,841.40
Cash 2.91% $14,576.84
Total Value $500,772.44
Estimated annual income $5,305.40
Estimated annual yield 1.06%
Account created February 05, 2014
Initial value $250,000
As of December 12, 2019 06:37PM PST
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.