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 5.80% 240.0 $26,990.40
AIG Common stock AIG 7.12% 720.0 $33,148.80
America Movil Common stock AMX 2.90% 800.0 $13,512.00
Apple Common stock AAPL 29.12% 665.0 $135,566.90
TSMC Common stock TSM 5.85% 600.0 $27,240.00
China Mobile Common stock CHL 3.00% 290.0 $13,980.90
Netflix Common stock NFLX 25.15% 325.0 $117,113.75
YUM! Brands Common stock YUM 5.22% 235.0 $24,280.20
Verizon Common stock VZ 2.74% 220.0 $12,768.80
Telefonica Common stock TEF 1.67% 920.0 $7,774.00
Micron Common stock MU 8.30% 890.0 $38,626.00
Cash 3.13% $14,576.84
Total Value $465,578.59
Estimated annual income $5,305.40
Estimated annual yield 1.14%
Account created February 05, 2014
Initial value $250,000
As of April 19, 2019 11:35AM 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.