Conservative Growth Portfolio

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

1Microsoft (MSFT)6.1%
2Dollar General (DG)5.7%
3 Apple (AAPL)5.4%
4Adobe Systems (ADBE)5.1%
5Fiserv (FISV)4.5%
6United Health (UNH)4.4%
7Target (TGT)3.7%
8S&P Global (SPGI)3.6%
9Walt Disney (DIS)3.5%
10TJX Companies (TJX)2.9%

Sector Allocation as of June 30, 2020

Technology 24%
Cash 17%
Retail & Travel 15%
Financial 13%
Food & Necessities 12%
Healthcare 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.

Schedule a FREE Consultation

Free Call, In-Office Appointment, or Zoom Video

Not a member? Sign up here for $25 a month.