Shareks Stock Portfolios

The firm provides discretionary portfolio management for individuals and business accounts, focusing on growth-stock portfolios and offering three model strategies (a broadly diversified Growth Portfolio, a smaller Focus List, and a Conservative Growth Portfolio). It operates as a small, solo-advisor practice managing roughly $13.5 million across a limited client base and also offers ancillary services such as stock research subscriptions, books and educational materials.

The investment approach centers on stock selection driven by corporate profit growth and a rules-based system that emphasizes profit growth, consistency, certainty and sector timing; the Growth Portfolio typically holds about 30–50 stocks while the Focus List and Conservative strategies hold fewer positions with different risk profiles. Accounts are managed on a discretionary basis with a buy-and-hold orientation for the Growth Portfolio, occasional partial sells or additions, and the firm may use margin or short ETFs in managed accounts when implemented for hedging or tactical risk management.

What differentiates the firm from many peers is its mix of advisory services and direct-to-investor publishing: it provides subscription-based stock research and public posting of portfolio changes, offers no-charge in-person seminars/workshops, and derives some revenue from providing research to institutions or other advisors. The firm also permits and discloses the use of borrowing (margin) in managed accounts and retains the right to use short positions for risk control, practices that are less common among similarly sized independent advisors.