Growth Stock Portfolio

A $100,000 investment in David Sharek's Growth Portfolio on 12/31/2002 would have grown to $267,861 on 3/31/2012.

We do all the work for you, following the Growth Portfolio step-by-step tutorial, buying you into new stocks and selling when deemed appropriate. Twenty to twenty five stocks in the portfolio help lower risk through diversification.

Most investors choose to invest with our Growth Portfolio. With a mixture of solid, steady growers and smaller, faster growing companies, the Growth Portfolio gives investors the chance to own the next rising star without taking unnecessary risk.

Growth Portfolio
Largest Holdings 12/31/11
Apple (AAPL)
Baidu.com (BIDU)
Priceline.com (PCLN)
Boogle (GOOG)
Herbalife (HLF)
MasterCard (MA)
Chipotle Mexican Grill (CMG)
Deckers Outdoor (DECK)
Body Central (BODY)
Intuitive Surgical (ISRG)
Total

The key to the Growth Portfolio is its diversity. With approximately 20-25 stocks, if a stock which occupies 2 percent of the portfolio value would get cut in half, the portfolio would absorb a hit of only 1 percent.

Next, we solidify the portfolio with solid, steady growers. These stocks may not grow from one to 100, but they often have had a history of growing 15 to 20 percent annually over a long period (although, as we all know by now, past performance is no indication of future gain.)

Since the Growth Portfolio has 20-25 stocks to diversify risk, we now have the freedom to purchase smaller, faster growing companies with higher risk. Many of these companies will not have familiar names and some may not have any analysts covering them.