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 4.14% 240.0 $28,149.60
AIG Common stock AIG 3.12% 720.0 $21,225.60
America Movil Common stock AMX 1.46% 800.0 $9,936.00
Apple Common stock AAPL 44.19% 665.0 $300,141.10
TSMC Common stock TSM 7.12% 600.0 $48,348.00
China Mobile Common stock CHL 1.47% 290.0 $9,990.50
Netflix Common stock NFLX 24.28% 325.0 $164,905.00
YUM! Brands Common stock YUM 3.18% 235.0 $21,577.70
Verizon Common stock VZ 1.87% 220.0 $12,722.60
Telefonica Common stock TEF 0.59% 920.0 $4,020.40
Micron Common stock MU 6.43% 890.0 $43,645.60
Cash 2.15% $14,576.84
Total Value $679,238.94
Estimated annual income $5,305.40
Estimated annual yield 0.78%
Account created February 05, 2014
Initial value $250,000
As of August 09, 2020 04:12AM 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.