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 5.80% 240.0 $32,553.60
AIG Common stock AIG 5.99% 720.0 $33,624.00
America Movil Common stock AMX 1.71% 800.0 $9,600.00
Apple Common stock AAPL 15.67% 665.0 $87,999.45
TSMC Common stock TSM 12.86% 600.0 $72,252.00
China Mobile Common stock CHL 1.42% 290.0 $7,977.90
Netflix Common stock NFLX 31.97% 325.0 $179,543.00
YUM! Brands Common stock YUM 3.98% 235.0 $22,357.90
Verizon Common stock VZ 2.26% 220.0 $12,672.00
Telefonica Common stock TEF 0.63% 920.0 $3,555.80
Micron Common stock MU 15.12% 890.0 $84,906.00
Cash 2.60% $14,576.84
Total Value $561,618.49
Estimated annual income $5,305.40
Estimated annual yield 0.94%
Account created February 05, 2014
Initial value $250,000
As of April 12, 2021 03:02PM 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.