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 6.82% 240.0 $26,990.40
AIG Common stock AIG 6.78% 720.0 $26,848.80
America Movil Common stock AMX 3.41% 800.0 $13,512.00
Apple Common stock AAPL 28.72% 665.0 $113,681.75
TSMC Common stock TSM 5.66% 600.0 $22,398.00
China Mobile Common stock CHL 3.60% 290.0 $14,259.30
Netflix Common stock NFLX 22.66% 325.0 $89,706.50
YUM! Brands Common stock YUM 5.55% 235.0 $21,963.10
Verizon Common stock VZ 3.17% 220.0 $12,559.80
Telefonica Common stock TEF 2.06% 920.0 $8,151.20
Micron Common stock MU 7.87% 890.0 $31,167.80
Cash 3.68% $14,576.84
Total Value $395,815.49
Estimated annual income $5,305.40
Estimated annual yield 1.34%
Account created February 05, 2014
Initial value $250,000
As of December 16, 2018 04:28PM 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.