Education
UC Irvine

Qualifications
MBA, BA, CFA

Job Title
President

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

Y H & C Investments

Y H & C Investments is a registered investment adviser based in Nevada. Yale Bock founded the firm after 15 years of experience as an individual investor. Yale also manages the secured lending operations of a family-owned business.

Investment process

At Y H & C, we believe in extensively researching individual investment opportunities before allocating capital. Our research-driven approach is based on a bottom-up fundamental analysis of every potential investment. Our process incorporates quantitative measures of market value and operating performance, as well as qualitative factors such as competitive positioning, strength of management and corporate governance.

Investment portfolios

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
0.83 365 days
Performance
13.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
2.10 365 days
Performance
26.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture The great retail sell-off June 27, 2017

    The sell-off in retail stocks over Amazon may be overdone

  2. Profile Picture Amazon’s risky bet June 20, 2017
  3. Profile Picture Tech rally stalls June 13, 2017
  4. Profile Picture Slow down and think June 06, 2017
  5. Profile Picture Time of chaos May 22, 2017
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.