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
Sector Allocations as of DECEMBER 31, 2021
| Technology | 32% |
| Retail & Travel | 25% |
| Healthcare | 7% |
| Food & Necessities | 15% |
| Financial | 8% |
| Energy & Commodities | 10% |
| Cash | 4% |
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 Amazon.com.
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