Education
UC Irvine

Qualifications
MBA, BA, CFA

Job Title
President

Industry
Financial Services

Investment Experience
20 years experience

Founded
2004

Company Name
Y H & C Investments

Number of Employees
1

  • Address
  • 2230 S. Paradise
  • Las Vegas
  • Nevada
  • 89104

Show more

Investment portfolio

GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.

Strategy
Stocks
Sharpe ratio
-0.15 365 days
Performance
-2.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
0.20 365 days
Performance
4.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Market riptides 29 November 2016

    2016 has been a year brimming with market shocks

  2. Profile Picture Bonds in turmoil 22 November 2016
  3. Profile Picture The great unshackling 15 November 2016
  4. Profile Picture Starbuck’s caffeinated profits 7 November 2016
  5. Profile Picture Earnings scorecard 2 November 2016
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.