Growth of $100,000 Investment Since Inception
Objective & Strategy
Sharek’s Growth Stock Portfolio invests in companies with Estimated Long Term Growth Rates of 15% or greater.
- Portfolio Style: Separately Managed Accounts
- Number of Positions: 35 to 50
- Equity Style: Large, Medium and Small Cap Growth
- Minimum Account Size: $100,000
- Annual Management Fee: 2% to 3%
- Incentive Fee: None
- Brokerage Firms: TD Ameritrade & Interactive Brokers
Top Holdings as of June 30, 2020
| Rank | Stock | % |
| 1 | Tesla (TSLA) | 6.8% |
| 2 | The Trade Desk (TTD) | 6.3% |
| 3 | Sea (SE) | 5.0% |
| 4 | Amazon (AMZN) | 4.2% |
| 5 | Zoom Video (ZM) | 4.1% |
| 6 | Shopify (SHOP) | 3.7% |
| 7 | Microsoft (MSFT) | 3.2% |
| 8 | NVIDIA (NVDA) | 2.8% |
| 9 | ServiceNow (NOW) | 2.8% |
| 10 | Adobe Systems (ADBE) | 2.6% |
Sector Allocation as of June 30, 2020
| Technology | 50% |
| Retail & Travel | 14% |
| Cash | 9% |
| Industrials & Energy | 7% |
| Financial | 6% |
| Food & Necessities | 5% |
| Healthcare | 5% |
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.