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 5.41% 240.0 $25,356.00
AIG Common stock AIG 8.37% 720.0 $39,240.00
America Movil Common stock AMX 2.78% 800.0 $13,040.00
Apple Common stock AAPL 25.97% 665.0 $121,721.60
TSMC Common stock TSM 4.70% 600.0 $22,014.00
China Mobile Common stock CHL 2.76% 290.0 $12,945.60
Netflix Common stock NFLX 28.24% 325.0 $132,340.00
YUM! Brands Common stock YUM 4.03% 235.0 $18,884.60
Verizon Common stock VZ 2.32% 220.0 $10,890.00
Telefonica Common stock TEF 1.69% 920.0 $7,912.00
Micron Common stock MU 10.61% 890.0 $49,733.20
Cash 3.11% $14,576.84
Total Value $468,662.74
Estimated annual income $5,305.40
Estimated annual yield 1.13%
Account created February 05, 2014
Initial value $250,000
As of June 25, 2018 04:45AM 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.