fbpx

Aggressive Growth Portfolio

Returns

Through June 30, 2020

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%
201922%29%
202034%-4%
Average13%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 Management Fee:
    $100,000 to $250,000: 3%
    $250,000 to $500,000: 2.5%
    $500,000 and greater: 2%
  • Incentive Fee: None
  • Brokerage Firms: TD Ameritrade & Interactive Brokers

Top Holdings

Through December 31, 2019

Rank Stock %
1 Alibaba (BABA) 11.7%
2 Facebook (FB) 9.4%
3 The Trade Desk (TTD) 8.7%
4 Paycom Software (PAYC) 7.7%
5 Adobe Systems (ADBE) 7.6%
6 Servicenow (NOW) 6.9%
7 Microsoft (MSFT) 6.6%
8 HubSpot (HUBS) 6.2%
9 Lululemon (LULU) 6.2%
10 Global Payments (GPN) 5.6%

Sector Allocation

Technology60%
Retail & Travel27%
Financial12%
Healthcare0%
Food & Necessities0%
Energy & Commodities0%
Cash1%

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.

Schedule a FREE Consultation

Free Call, In-Office Appointment, or Zoom Video