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 4.72% 240.0 $26,990.40
AIG Common stock AIG 6.27% 720.0 $35,856.00
America Movil Common stock AMX 2.36% 800.0 $13,512.00
Apple Common stock AAPL 37.26% 665.0 $212,999.50
TSMC Common stock TSM 5.93% 600.0 $33,888.00
China Mobile Common stock CHL 2.17% 290.0 $12,429.40
Netflix Common stock NFLX 21.95% 325.0 $125,450.00
YUM! Brands Common stock YUM 4.27% 235.0 $24,409.45
Verizon Common stock VZ 2.24% 220.0 $12,779.80
Telefonica Common stock TEF 1.09% 920.0 $6,210.00
Micron Common stock MU 9.19% 890.0 $52,510.00
Cash 2.55% $14,576.84
Total Value $571,611.39
Estimated annual income $5,305.40
Estimated annual yield 0.93%
Account created February 05, 2014
Initial value $250,000
As of February 23, 2020 05:48AM 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.