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
Top holdings as of December 31, 2021
| Rank | Stock | LTG |
| 1 | NVIDIA (NVDA) | 39% |
| 2 | Sea (SE) | N/A |
| 3 | The Trade Desk (TTD) | 32% |
| 4 | Tesla (TSLA) | 73% |
| 5 | Amazon (AMZN) | 21% |
| 6 | Alphabet (GOOGL) | 21% |
| 7 | Floor & Decor (FND) | 33% |
| 8 | Palo Alto Networks(PANW) | 31% |
| 9 | Cloudflare (NET) | 26% |
| 10 | Shopify (SHOP) | 29% |
Sector Allocations as of DECEMBER 31, 2021
| Technology | 53% |
| Retail & Travel | 20% |
| Industrails & Energy | 5% |
| Financial | 12% |
| Healthcare | 0% |
| Food & Necessities | 3% |
| Cash | 7% |
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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