Aggressive Growth Portfolio

Returns

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 Q118%13%
Average12%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 March 2019.

Top Holdings

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%

Let's Talk

Schedule a free consultation

Portfolio Manager

David Sharek is stock portfolio manager for Shareks Stock Portfolios and founder of The School of Hard Stocks.

Since 2003, Sharek’s Growth Stock Portfolio has averaged a 12% return to its investors (after fees) vs. 8% in the S&P 500. 

Through 2018, $100,000 invested in the Growth Portfolio at inception would have made a profit of $235,000 vs. $185,000 in the S&P 500 during that same time.

David has written more than 2500 stock research reports on the School of Hard Stocks. Utilizing the research posted here in this site, David manages three stock portfolios for his investors: Growth Stock Portfolio, Aggressive Growth Portfolio, and Conservative Stock Portfolio. 

Before Sharek takes a new position in a stock — or sells out of a stock — a research report stating so is posted before trades are entered, although positions are often increased or reduced without notification (as he’s managing the portfolios).  

David Sharek has posted four years of +40% returns in his 16 year career as a stock portfolio manager.