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 5.32% 240.0 $29,685.60
AIG Common stock AIG 4.54% 720.0 $25,351.20
America Movil Common stock AMX 1.99% 800.0 $11,104.00
Apple Common stock AAPL 38.43% 665.0 $214,342.80
TSMC Common stock TSM 5.84% 600.0 $32,568.00
China Mobile Common stock CHL 1.83% 290.0 $10,187.70
Netflix Common stock NFLX 24.14% 325.0 $134,657.25
YUM! Brands Common stock YUM 4.00% 235.0 $22,322.65
Verizon Common stock VZ 2.26% 220.0 $12,588.40
Telefonica Common stock TEF 0.87% 920.0 $4,839.20
Micron Common stock MU 8.17% 890.0 $45,585.80
Cash 2.61% $14,576.84
Total Value $557,809.44
Estimated annual income $5,305.40
Estimated annual yield 0.95%
Account created February 05, 2014
Initial value $250,000
As of June 05, 2020 08:53AM 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.