Portfolio Management

David Sharek’s Top Ten Growth Stocks for 2017 shot up an average of 66% in 2017, beating the S&P 500’s return of 19% for the year.

David Sharek’s Top Ten Conservative Stocks for 2017 rose 23% for the calendar year, beating the S&P 500 by 4%.

2013 was a stellar year for clients. with greater than 40% returns.

For the second year in a row, 2012 started strong, ended weak, and left us with portfolios up-slightly which held stocks with significant upside to Fair Value.

The second quarter saw us give back half the gains we made in the first quarter. Still, we are up 15% to 17% year-to-date, around double the market’s gain of 8%.

The Big Three — Apple (AAPL), Priceline.com (PCLN) and Baidu.com (BIDU) — pushed the Growth Portfolio up 31% in Q1.

Mutual fund investors are paying behind the scenes more than they might think. American funds charge 1.53% plus broker commisions of 1%, annually. British funds charge even more.

2011 started strong, ended weak, and left us with portfolios up-slightly on the year holding stocks that should perk up in 2012.

Stocks are ready to go higher. We just have to get past the European financial crisis and we’ll be ready to roll. Stocks go into the 4th cheap, oversold, and ready to rally. 2013 will be the year P/Es expand.