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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%
1Alibaba (BABA)5.9%
2Paycom Software  (PAYC)5.8%
3The Trade Desk (TTD)5.6%
4Facebook (FB)5.5%
5Servicenow (NOW)4.3%
6Hubspot (HUBS)4.2%
7Microsoft (MSFT)4.0%
8Adobe Systems (ADBE)4.0%
9Global Payments (GPN)3.7%
10Lululemon (LULU)3.6%

Sector Allocation

Technology52%
Retail & Travel21%
Financial12%
Healthcare4%
Food & Necessities3%
Energy & Commodities5%
Cash1%

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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