A $100,000 investment in David Sharek's Aggressive Growth Portfolio on 12/31/2002 would have grown to $246,466 on 3/31/12.
Our most aggressive portfolio consists of approximately eight to 12 of our Growth Stocks we feel have the highest risk/reward. Only for those who can stomach portfoliio volatility.
Investors who like to focus their assets into a limited number of stocks might find our Aggressive Growth Portfolio attractive. This portfolio consists of eight to 12 stocks in the Growth Portfolio that are either moving now, breaking out or have prospects for above average growth.
| Aggressive Growth Portfolio Largest Holdings 12/31/11 |
| Apple (AAPL) |
| Priceline.com (PCLN) |
| Baidu.com (BIDU) |
| Herbalife (HLF) |
| Body Central (BODY) |
| Google (GOOG) |
| Deckers (DECK) |
| Green Mountain Coffee (GMCR) |
| Lululemon Athletica (LULU) |
| Mastercard (MA) |
| Total |
Our goal within the Aggressive Growth Portfolio is focus our assets on the stocks we think are good prospects for the next six to 12 months.
Since this portfolio has a limited number of stocks, risk is much greater than in the Growth Portfolio. But, if you’re the type of investor who preffers to focus on small group of stocks, this portfolio may be more suited for you.
This is not a trading portfolio, so we will ride ups and downs. David constantly monitors the Aggressive Growth Portfolio and remove a stock from this portfolio if either it is sold from the Growth Portfolio or if he feels feel we have better prospects with another stock.
We work on a fee basis managing stock portfolios for people, including IRAs.
