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 6.35% 240.0 $24,825.60
AIG Common stock AIG 11.06% 720.0 $43,243.20
America Movil Common stock AMX 3.53% 800.0 $13,800.00
Apple Common stock AAPL 28.92% 665.0 $113,050.00
TSMC Common stock TSM 6.51% 600.0 $25,440.00
China Mobile Common stock CHL 3.72% 290.0 $14,558.00
Netflix Common stock NFLX 16.06% 325.0 $62,790.00
YUM! Brands Common stock YUM 4.72% 235.0 $18,471.00
Verizon Common stock VZ 2.55% 220.0 $9,988.00
Telefonica Common stock TEF 2.35% 920.0 $9,200.00
Micron Common stock MU 10.49% 890.0 $41,029.00
Cash 3.73% $14,576.84
Total Value $390,971.64
Estimated annual income $5,413.75
Estimated annual yield 1.38%
Account created February 05, 2014
Initial value $250,000
As of November 17, 2017 02:42PM 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.