YH&C Investments Profile Picture
Manager Disclosure Document

Y H & C Investments

Investment Adviser

Investment portfolio

Y H & C Investments Concentrated GARP

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  • Strategy
    Aggressive
Sharpe ratio
-0.66

365 days

Manager performance
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-13.0%

365 days

Risk score

1.5% fee
$10,000 minimum


Y H & C Investments Long Term GARP

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.52

365 days

Manager performance
0.00010,0.00484,0.01213,0.00451,0.00230,-0.00086,0.00314,-0.00180,-0.00989,-0.00025,-0.00434,0.00977,-0.00497,-0.00304,0.00037,-0.02081,0.01033,0.00497,-0.00352,-0.00119,-0.00499,0.00532,-0.00540,-0.01626,-0.00808,0.00580,-0.01293,0.00879,-0.01130,-0.02850,0.00684,-0.00400,0.01553,0.01549,0.00092,0.01283,-0.00273,0.01475,0.00465,0.00757,-0.00088,0.01047,0.01250,0.00120,-0.00105,0.00212,0.00416,-0.00318,-0.00894,0.01920,0.00067,-0.00025,0.00029,-0.00084,-0.00590,0.00112,-0.01288,0.00507,0.00577,0.00601,-0.00202,-0.00350,-0.00332,-0.01066,-0.00543,-0.00428,-0.00060,0.00607,0.00138,0.02009,0.00733,-0.00713,-0.02267,-0.01891,-0.00037,0.01544,-0.02208,-0.01240,0.00564,0.00705,0.01135,0.00039,0.00338,0.00614,-0.00348,0.00183,-0.00872,-0.00343,0.00747,0.01032,0.00142,-0.00322,0.00195,-0.01035,-0.00083,-0.00122,-0.00155,0.01502,-0.00376,-0.00942,-0.00436,0.00689,0.00709,-0.00929,0.00743,0.00420,0.01035,0.01150,-0.00495,0.00425,-0.00228,0.00242,0.00364,0.00307,0.00644,0.00855,0.00350,-0.00577,-0.00552,-0.00645,0.00053,-0.00059,0.00207,0.00657,0.00229,-0.00055,0.00253,-0.00200,0.00506,-0.00001,0.00287,0.00090,0.00711,0.00089,0.00734,-0.00990,-0.01240,0.00331,-0.00805,-0.00202,0.00571,0.00039,0.00431,-0.00850,0.00996,-0.00371,0.00806,0.00458,0.00284,-0.00684,-0.00220,-0.00428,0.00597,-0.01755,-0.00630,0.00622,-0.01258,-0.00223,-0.00406,0.00926,0.00572,-0.00361,0.00421,0.00900,-0.00063,0.01025,0.00260,0.00153,0.00379,-0.00128,0.00143,-0.00155,-0.00055,-0.00015,0.00168,0.00156,-0.00235,-0.00372,0.01013,-0.00256,-0.00765,0.00488,-0.00067,-0.00906,-0.00749,0.00365,0.00391,0.00295,-0.00002,-0.01646,-0.00917,0.01292,-0.01658,0.00913,0.00170,-0.00367,-0.01959,-0.00382,0.00852,0.00732,-0.01710,0.01180,-0.02214,-0.01808,-0.01553,0.00562,0.00204,-0.00174,0.01374,0.01343,0.02543,-0.01406,0.01561,0.01092,-0.00114,0.01911,-0.00315,0.00510,0.00955,-0.00205,-0.00695,0.01038,0.00401,-0.00349,0.00137,0.00049,-0.00211,0.00260,0.00208,-0.00115,0.00567,-0.00019,0.00084,0.00616,0.00714,0.00052,0.00181,0.00477,-0.00431,0.00294,0.00318,-0.00693,0.00420,-0.01146,-0.00175,-0.01146,0.00327,-0.01157,-0.01436,-0.01135,0.01871,0.01092:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417:#c8c8c8:S&P_500
7.0%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. Oil price tumble will empower consumers in 2015

    15 December 2014

    Lower gas prices have given a financial boost to American consumers.

  2. Covestor portfolio managers in the news - October 15, 2014 15 October 2014
  3. Here's why stock markets are tumbling 15 October 2014
  4. Patience can pay off in long-term investing 10 September 2014
  5. Is volatility really such a bad thing for investors? 9 September 2014

show more

Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.