Conservative Growth Portfolio

Returns
as of 2019 Q3

YearConservative
Portfolio
S&P
500
2016-5%10%
201719%19%
2018-1%-6%
2019 Q321%17%
Average9%10%

Growth of $100,000 Investment Since Inception

Objective & Strategy

Sharek’s Conservative Growth Portfolio invests in companies with Estimated Long Term Growth Rates of 10% or greater.

  • Portfolio Style: Separately Managed Accounts
  • Number of Positions: 30 to 50
  • Equity Style: Large, Medium and Small Cap Growth
  • Minimum Account Size: $100,000
  • Annual Fee: 2% per year
  • Incentive Fee: None
  • Brokerage Firms: TD Ameritrade & Interactive Brokers

Conservative Growth Portfolio Fact Sheet

Learn about David Sharek’s Conservative Growth Portfolio performance compared to the Stock Index from 2003 through September 2019.

Top Holdings
as of 2018Q4

RankStock%
1TJX Companies (TJX)5.2%
2UnitedHealth (UNH)4.9%
3Altria Group (MO)4.8%
4MasterCard (MA)4.7%
5AdobeSystems (ADBE)4.6%
6Apple (AAPL)4.6%
7Disney (DIS)4.4%
8Ross Stores (ROST)4.1%
9Factset Research (FDS)3.9%
10Visa (V)3.9%

Sector Allocation

Technology15%
Retail & Travel30%
Financial29%
Healthcare10%
Food & Necessities11%
Industrials & Energy1%

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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.