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Aggressive Growth Portfolio

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

RankStock%
1Tesla (TSLA)9.6%
2The Trade Desk (TTD)8.7%
3Sea (SE)6.8%
4Zoom Video6.7%
5Amazon (AMZN)5.9%
6Microsoft (MSFT)3.2%
7NVIDIA (NVDA)2.8%
8ServiceNow (NOW)6.8%
9Adobe Systems (ADBE)3.7%
10Livongo Health (LVGO)3.6%

Sector Allocation as of June 30, 2020

Technology52%
Retail & Travel17%
Cash16%
Industrials & Energy10%
Healthcare4%
Financial2%
Food & Necessities0%

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.

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