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Searching for Tomorrow's Stock Market Winners Today

Manage your own stock portfolio?
Ain’t nobody got time for that.

We monitor the top stocks in the market, prepare quarterly Research Reports on 75-100 top stocks selected by David Sharek.

With this research in hand, David builds separately managed stock accounts. Client assets are held at TD Ameritrade or Interactive Brokers and can be viewed online, anytime. Fees are billed from the account on a quarterly basis. No long-term contract.

Sharek's Stock Portfolios

Learning Our System

Our two page brochure explains profit growth leads to stock growth, shows examples of our stock research, valuation strategy and investment philosophy.

Custom Built Stock Portfolios

Buy & Hold
Stock Portfolio

A focused selection of  growth stocks with analysts Estimated Long Term Growth Rates (3-5 years) of typically 15% or more.

Average Annual Return

14%

 per year since 2003
(after fees)

2017 Return

46.97%


2018 Return

21.77%

through August

Positions

15 to 20


Annual Fee

3.0%


Minimum Investment

$50,000

Growth
Stock Portfolio

Our flagship portfolio. A diversified selection of Buy & Hold stocks as well as up-and-comers. Est. LTG’s are typically 20% or more.

Average Annual Return

14%

 per year since 2003
(after fees)

2017 Return

46.97%


2018 Return

21.77%

through August

Positions

35 to 50


Annual Fee

3.0%


Minimum Investment

$100,000

Conservative Growth
Stock Portfolio

A conservative portfolio consisting of safe stocks with Est. LTG + Dividend Yield of 10% or more. Think retirement money, IRAs, etc.

Average Annual Return

8%

 per year since 2017
(after fees)

2017 Return

19%


2018 Return

9%

through August

Positions

35 to 50


Annual Fee

2.0%


Minimum Investment

$100,000

Contact Us For a FREE Consultation