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Growth Stock Portfolio

Returns

Through June 20, 2020

YearGrowth
Portfolio
S&P
500
200341%26%
20049%9%
200516%3%
200615%14%
200742%4%
2008-58%-38%
200931%23%
201024%13%
20112%0%
20122%13%
201349%30%
20145%11%
2015-16%-1%
2016-14%10%
201747%19%
2018-4%-6%
201929%29%
202035%-4%
Average15%9%

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: 
    $100,000 – $250,000: 3%
    $250,000 – $500,000: 2.5%
    $500,000 and greater: 2%
  • Incentive Fee: None
  • Brokerage Firms: TD Ameritrade & Interactive Brokers

Top Holdings

Through December 31, 2019

RankStock%
1Tesla (TSLA)6.8%
2The Trade Desk (TTD)6.3%
3Sea (SE)5.0%
4Amazon (AMZN)4.2%
5Zoom Video (ZM)4.1%
6Shopify (SHOP)3.7%
7Microsoft (MSFT)3.2%
8NVIDIA (NVDA)2.8%
9ServiceNow (NOW)2.8%
10Adobe Systems (ADBE)2.6%

Sector Allocation

Technology 50%
Retail & Travel 14%
Cash 9%
Energy & Commodities 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.

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