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Conservative Growth Portfolio

Returns

Through June 30, 2020

YearConservative
Growth Portfolio
Russell 1000 Value
2016-5%14%
201719%11%
2018-1%-11%
201932%23%
2020-1%-17%
Average10%5%

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 Mangaement Fee: 
    $100,000 -$250,000: 2 %
    $250,000-$500,000: 1.5%
    $500,000 and greater: 1%
  • Incentive Fee: None
  • Brokerage Firms: TD Ameritrade & Interactive Brokers

Top Holdings

Through December 31, 2019

Rank Stock %
1 Target (TGT) 5.7%
2 Adobe Systems (ADBE) 4.9%
3 Microsoft (MSFT) 4.8%
4 Facebook (FB) 4.8%
5 MasterCard (MA) 4.5%
6 United Health (UNH) 4.3%
7 Apple (AAPL) 4.3%
8 Walt Disney (DIS) 4.3%
9 Visa (V) 4.1%
10 Nike (NKE) 3.7%

Sector Allocation

Technology21%
Retail & Travel33%
Financial20%
Healthcare9%
Food & Necessities5%
Energy & Commodities4%
Cash9%

Through December 31, 2019

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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