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 Value
- Minimum Account Size: $100,000
- Annual Management Fee: 1% to 2%
- Incentive Fee: None
Top Holdings as of June 30, 2020
|2||Dollar General (DG)||5.7%|
|4||Adobe Systems (ADBE)||5.1%|
|6||United Health (UNH)||4.4%|
|8||S&P Global (SPGI)||3.6%|
|9||Walt Disney (DIS)||3.5%|
|10||TJX Companies (TJX)||2.9%|
Sector Allocation as of June 30, 2020
|Retail & Travel||15%|
|Food & Necessities||12%|
|Energy & Commodities||7%|
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.