Conservative Growth Portfolio

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: 1% to 2%
  • Incentive Fee: None

Top holdings as of December 31, 2021

Rank Stock LTG
1 (BKNG) 15%
2 Alphabet (GOOG) 21%
3 Amazon (AMZN) 36%
4 Target (TGT) 15%
5 Meta (FB) 21%
6 Dollar General (DG) 15%
7 Microsoft (MSFT) 17%
8 Apple (AAPL) 36%
9 Fortinet (FTNT) 17%
10 DR Horton (DHI) 18%

Sector Allocations as of DECEMBER 31, 2021

Retail & Travel25%
Food & Necessities15%
Energy & Commodities10%

About David Sharek

David Sharek is stock portfolio manager for Shareks Stock Portfolios and founder of The School of Hard Stocks.

Sharek’s Growth Stock Portfolio has averaged a 16% return to its investors (after fees) vs. 9% in the S&P 500 (2003-2020 Q2).

Sharek’s Growth Portfolio delivered four years of greater than 40% returns to his investors in his 17+ year career.

During 2020, Sharek’s Growth Portfolio generated returns of 10% or greater in 6 of 11 months thru November.

David has written more than 2500 stock research reports, and has published a book titled the School of Hard Stocks, which is available on

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