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 Management Fee: 2% to 3%
- Incentive Fee: None
Top Holdings as of June 30, 2020
|2||The Trade Desk (TTD)||8.7%|
|9||Adobe Systems (ADBE)||3.7%|
|10||Livongo Health (LVGO)||3.6%|
Sector Allocation as of June 30, 2020
|Retail & Travel||17%|
|Industrials & Energy||10%|
|Food & Necessities||0%|
About David Sharek
David Sharek is stock portfolio manager for Shareks Stock Portfolios and founder of The School of Hard Stocks.
David’s flagship Growth Stock Portfolio has returned 13% per year since inception vs. 9% in the S&P 500 (2003-2019). He‘s had four years of +40% returns in his 17 years as a portfolio manager.
Sharek is author of the book The School of Hard Stocks — How to Get Your Portfolio Back to Even, which can be found on Amazon.