The Shark Method is an investment strategy that combines the best of both worlds. On one hand, a consistent investment in a global ETF savings plan with fixed monthly contributions, building a secure base investment that, over the long term, has historically delivered an average annual return of over 7%.
In addition to this stable foundation, the strategy includes Shark Picks to maximize returns. In strong market phases, these picks, companies with high income growth, strong business models, and a low valuation, can significantly outperform the broader market. As you may know, building long-term wealth through the power of compounding requires consistent returns. That's why the Shark Picks are intended as a complementary component and should be weighted according to the investment horizon and risk tolerance.
Date
2024-12-30
S&P500
+24.5%
Shark Picks
+65.6%
PDD Holdings
+0.0%
Arch Capital Group
+0.0%
NVIDIA
+0.0%
Airbnb
+0.0%
Arista Networks
+0.0%
Diamondback Energy
+0.0%
Las Vegas Sands
+0.0%
CBOE Global Markets
+0.0%
Booking Holdings
+0.0%
Apollo Global
+0.0%
KKR
+0.0%
Alphabet (Google)
+0.0%
Garmin
+0.0%
Everest Group
+0.0%
AppLovin
+0.0%
Chevron
+0.0%
ON Semiconductor
+0.0%
First Solar
+0.0%
Norwegian Cruise Line
+0.0%
Johnson & Johnson
+0.0%
In early 2024, we selected the top 20 stocks from the S&P 500 based on their Shark Scores and tracked their performance throughout the year. The result: our Shark Picks delivered nearly three times the return of the S&P 500 index.
This demonstrates a key principle of concentrated investing: while individual growth stocks carry higher volatility, a carefully selected portfolio can generate exceptional returns. As the chart illustrates, the strong performance of the winners more than offsets any underperformers, delivering substantial outperformance versus the broader market.
Saving Plan
The first step of the Shark Method is setting up a basic investment: a monthly savings plan into a broadly diversified ETF. This happens automatically and independently of market movements—every month, the same fixed amount is invested. This forms the stable core of the portfolio, which is then complemented by more volatile growth stocks.
Market Analysis
Next, it's important to understand the overall market. Entering growth stocks during bullish phases or at the bottom of a correction offers the best return potential. To support this, we recommend using our in-house Market Trend Tool for clear, data-driven insights into market cycles.
Find Stocks with Potential
One of the easiest ways to discover promising growth stocks is through the Shark Picks. These are ranked based on fundamental growth, market position, and financial stability. In addition, our Stock Checker Tool allows you to scan over 40,000 global stocks, complete with our proprietary evaluation metric: the Shark Score.
Pre-Analysis
The Shark Score helps you quickly pre-analyze and compare large numbers of stocks within minutes. This boosts your efficiency and helps you focus on stocks with real growth potential—saving time and avoiding deep dives into companies that don’t fit the growth profile.
Detailed Analysis
Once you've narrowed down your list, it's time for a closer look at the most promising companies. Our Stock Checker provides all the key data you need to perform a more thorough, fundamental analysis—so you can invest with greater confidence and clarity.
Buy
When you’ve found a stock that fits your strategy, it’s time to invest. The size of your investment should reflect both current market conditions and your individual risk tolerance, relative to your core ETF savings plan. Please note: Shark Finance does not offer professional financial advice. Investing in stocks carries risks, and we do not accept liability for any potential losses.
Portfolio Maintenance
Long-term success requires ongoing attention. It’s important to monitor your portfolio regularly and sell stocks whose growth potential has already played out. Tools like the Shark Score and our Market Trend Tool can help guide these decisions and keep your portfolio optimized.
Celebrate Progress
If you've followed each step of the Shark Method, you’ve earned the right to be proud. You’ve made thoughtful, data-informed investment decisions instead of emotional ones. That’s what smart investing looks like—clear, consistent, and strategic.
Many have heard the phrase, but few truly understand how to profit when panic grips the market. Navigating a crisis successfully requires clear thinking and early recognition of structural trends. That’s exactly why we built the Market Trend Tool — it helps identify the real causes of a downturn and highlights which sectors are most at risk.
Once the bigger picture is clear, we look for high-potential growth stocks. During market stress, these often fall by 20% or more — not due to weak fundamentals, but because of broader valuation pressure. Our Shark Picks and Shark Score help identify resilient companies with strong financials, steady demand, and long-term potential — giving you clarity when others are driven by fear.
But knowing what to buy isn’t enough — timing matters too. That’s why we follow a step-by-step, rule-based strategy. First, we set aside an additional investment budget. Then, we deploy it in stages as prices decline.
Example: With a €1,000 budget, we might invest 20% (€200) after a 10% drop, another 30% (€300) after a 25% drop, and the final 50% (€500) if the stock falls 50% or more. This structured approach improves the average entry point — without the stress of trying to time the bottom.
In uncertain times, discipline beats emotion. A clear strategy backed by data helps turn crises into opportunities — not just for survival, but for long-term wealth building.