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Aggressive Growth Portfolio

11% Average Annual Return
  • A more focused portfolio comprise of stocks from the Growth Portfolio which have more rapid profit growth and/or are timely
  • 15 to 25 stocks
  • $50,000 Minimum Account Size
  • Individual and Joint brokerage accounts, IRA's, Rollover IRAs, and SEPs
  • 3% per year Management Fee

Growth Stock Portfolio

12% Average Annual Return
  • Our flagship portfolio is comprised with large and small companies with estimated long-term growth rates (Est. LTG) of 15% or more per year
  • 30 to 50 stocks
  • $100,000 Minimum Account Size
  • Individual and Joint brokerage accounts, IRA's, Rollover IRAs, and SEPs
  • 3% per year Management Fee
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Conservative Stock Portfolio

9% Average Annual Return
  • A portfolio with safer stocks which are often Blue Chips and/or pay dividends. Stocks with Est. LTG plus dividend yield of 10% or more per year
  • 30 to 50 stocks
  • $100,000 Minimum Account Size
  • Individual and Joint brokerage accounts, IRA's, Rollover IRAs, and SEPs
  • 2% per year Management Fee

Aggressive Growth Portfolio

Returns
as of 2019 Q3

YearGrowth
Portfolio
S&P
500
200332%28%
20048%9%
200523%3%
20068%14%
200745%4%
2008-64%-38%
200935%23%
201029%13%
20116%0%
20123%13%
201350%30%
20143%11%
2015-23%-1%
2016-16%10%
201750%19%
2018-12%-6%
2019 Q39%17%
Average11%9%

Growth of $100,000 Investment Since Inception

Objective & Strategy

Sharek’s Aggressive Growth Stock Portfolio invests in companies with Estimated Long Term Growth Rates of 15% or greater.

  • Portfolio Style: Separately Managed Accounts
  • Number of Positions: 15 to 25
  • Equity Style: Large, Medium and Small Cap Growth
  • Minimum Account Size: $50,000
  • Annual Fee: 3% per year
  • Incentive Fee: None
  • Brokerage Firms: TD Ameritrade & Interactive Brokers

Aggressive Growth Portfolio Fact Sheet

Learn about David Sharek’s Aggressive Growth Portfolio performance compared to the Stock Index from 2003 through September 2019.

Top Holdings
as of 2018 Q4

Rank Stock %
1 Adobe (ADBE) 7.9%
2 Amazon (AMZN) 7.7%
3 UnitedHealth (UNH) 7.0%
4 Servicenow (NOW) 6.5%
5 Weibo (WB) 5.8%
6 Lululemon (LULU) 5.4%
7 Domino’s Pizza (DPZ) 5.3%
8 Palo Alto Networks (PANW) 5.0%
9 Alibaba (BABA) 4.8%
10 Microsoft (MSFT) 4.7%

Sector Allocation

Technology47%
Retail & Travel24%
Financial8%
Healthcare7%
Food & Necessities9%
Industrials & Energy4%

Growth Portfolio

Returns
as of 2019 Q3

YearGrowth
Portfolio
S&P
500
200341%28%
20049%9%
200516%3%
200615%14%
200742%4%
2008-58%-38%
200931%23%
201024%13%
20112%0%
20122%13%
201349%30%
20145%11%
2015-16%-1%
2016-14%10%
201747%19%
2018-4%-6%
2019 Q315%17%
Average12%9%

Growth of $100,000 Investment Since Inception

Objective & Strategy

Sharek’s Growth Stock Portfolio invests in companies with Estimated Long Term Growth Rates of 15% or greater.

  • Portfolio Style: Separately Managed Accounts
  • Number of Positions: 35 to 50
  • Equity Style: Large, Medium and Small Cap Growth
  • Minimum Account Size: $100,000
  • Annual Fee: 3% per year
  • Incentive Fee: None
  • Brokerage Firms: TD Ameritrade & Interactive Brokers

Growth Portfolio Fact Sheet

Learn about David Sharek’s Growth Portfolio performance compared to the Stock Index from 2003 through March 2019.

Top Holdings
as of 2018 Q4

RankStock%
1Tesla (TSLA)3.9%
2Tencent (TCEHY)3.7%
3Amazon (AMZN)3.7%
4Adobe (ADBE)3.6%
5Servicenow (NOW)3.5%
6Salesforce (CRM)3.4%
7Weibo (WB)3.4%
8Trade Desk (TTD)2.9%
9Microsoft (MSFT)2.8%
10Dominos (DPZ)2.7%

Sector Allocation

Technology46%
Retail & Travel25%
Financial12%
Healthcare8%
Food & Necessities6%
Industrials & Energy4%

Conservative Growth Portfolio

Returns
as of 2019 Q3

YearConservative
Portfolio
S&P
500
2016-5%10%
201719%19%
2018-1%-6%
2019 Q321%17%
Average9%10%

Growth of $100,000 Investment Since Inception

Objective & Strategy

Sharek’s Conservative Growth Portfolio invests in companies with Estimated Long Term Growth Rates of 10% or greater.

  • Portfolio Style: Separately Managed Accounts
  • Number of Positions: 30 to 50
  • Equity Style: Large, Medium and Small Cap Growth
  • Minimum Account Size: $100,000
  • Annual Fee: 2% per year
  • Incentive Fee: None
  • Brokerage Firms: TD Ameritrade & Interactive Brokers

Conservative Growth Portfolio Fact Sheet

Learn about David Sharek’s Conservative Growth Portfolio performance compared to the Stock Index from 2003 through September 2019.

Top Holdings
as of 2018Q4

RankStock%
1TJX Companies (TJX)5.2%
2UnitedHealth (UNH)4.9%
3Altria Group (MO)4.8%
4MasterCard (MA)4.7%
5AdobeSystems (ADBE)4.6%
6Apple (AAPL)4.6%
7Disney (DIS)4.4%
8Ross Stores (ROST)4.1%
9Factset Research (FDS)3.9%
10Visa (V)3.9%

Sector Allocation

Technology15%
Retail & Travel30%
Financial29%
Healthcare10%
Food & Necessities11%
Industrials & Energy1%

About Us

Sharek’s Stock Portfolios is Registered as an Investment Advisor with the State of New York. The company (Shareks, LLC) manages client stock portfolios on a fee basis, and provides proprietary stock research to online investors via its website the School of Hard Stocks

David Sharek serves as the company’s Stock Portfolio Manager. Sharek has more than 20 years experience managing portfolios for individuals and produces 300 to 400 stock research reports a year.

Client accounts are held at TD Ameritrade and Interactive Brokers (your choice). Our fees — between 1% and 3% annually — are deducted from the account on a qtrly basis. If you make more money, we make more money. 

Our job is to search the market for top stocks, qtrly perform research on what we believe are the top 75 to 100 companies, and execute trades for our clients.

Our three model portfolios are listed on this page. Returns shown here are after fees. 

David’s flagship Growth Portfolio has produced a 12% per year average annual return since 2003, vs. 9% for the S&P 500 during that span. His book The School of Hard Stocks can be found on Amazon.

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