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 7.38% 240.0 $32,553.60
AIG Common stock AIG 4.32% 720.0 $19,065.60
America Movil Common stock AMX 2.18% 800.0 $9,600.00
Apple Common stock AAPL 16.32% 665.0 $71,966.30
TSMC Common stock TSM 10.67% 600.0 $47,028.00
China Mobile Common stock CHL 2.13% 290.0 $9,381.50
Netflix Common stock NFLX 34.87% 325.0 $153,751.00
YUM! Brands Common stock YUM 5.07% 235.0 $22,357.90
Verizon Common stock VZ 2.95% 220.0 $13,021.80
Telefonica Common stock TEF 0.81% 920.0 $3,555.80
Micron Common stock MU 9.99% 890.0 $44,028.30
Cash 3.31% $14,576.84
Total Value $440,886.64
Estimated annual income $5,305.40
Estimated annual yield 1.20%
Account created February 05, 2014
Initial value $250,000
As of September 29, 2020 07:53PM 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.