YH&C Investments Profile Picture
Manager Disclosure Document

Y H & C Investments

Investment Adviser

Investment portfolio

Y H & C Investments Concentrated GARP

See full details
  • Strategy
    Aggressive
Sharpe ratio
-0.27

365 days

Manager performance
0.01092,0.00879,-0.00493,-0.00383,0.00248,-0.00210,-0.00979,0.00780,0.00588,-0.00902,-0.00265,-0.00111,-0.00247,0.00303,-0.01390,-0.01470,-0.01573,0.00261,-0.01080,0.00188,-0.00588,-0.00723,-0.01035,0.00573,0.00561,-0.01074,-0.01495,0.00926,-0.02076,-0.01453,0.00681,0.01773,0.00859,-0.00650,0.01087,0.00694,0.01227,-0.00703,0.03430,0.00148,0.00581,0.02832,-0.00061,0.00594,-0.00893,-0.00326,0.00076,-0.00346,0.00234,0.00505,0.00099,-0.00255,0.00628,-0.00699,-0.00042,-0.01247,-0.00162,0.00143,0.01213,0.00715,0.00713,-0.00579,-0.00139,-0.00816,-0.01539,0.00579,0.01199,-0.00361,0.00582,-0.02444,-0.00460,-0.01782,0.00060,-0.00367,-0.00731,0.00707,0.03333,0.02376,0.00749,0.00694,0.01026,0.00325,0.00894,0.00124,-0.00309,-0.00763,-0.01144,-0.01923,-0.01327,0.01884,0.02004,-0.00464,-0.00504,0.00610,0.00413,-0.01299,0.02390,-0.00875,-0.01089,-0.00103,0.00291,0.00117,-0.01201,-0.02530,0.01102,-0.03002,0.01528,0.03509,-0.00641,0.01478,-0.00843,-0.01634,0.00707,-0.00669,0.01756,0.00890,0.00066,0.00293,0.01131,0.00231,-0.01082,0.00633,-0.01403,-0.01025,0.03470,0.01190,0.00438,-0.00783,-0.00258,-0.00756,-0.00148,-0.01511,0.00532,0.01334,-0.00056,0.00263,-0.00460,0.01171,0.00443,0.00818,0.00728,-0.00179,-0.01560,-0.00792,0.00153,0.01910,-0.00527,0.00332,0.00880,0.00720,-0.00648,0.00304,-0.00102,0.00223,-0.00620,-0.00424,-0.00023,-0.00042,-0.01925,0.01468,0.00437,0.01043,0.02834,-0.00764,0.00342,0.00295,-0.00222,-0.02036,-0.00316,-0.00331,-0.01429,0.00162,0.00778,-0.00528,-0.00017,-0.00368,0.00241,0.01637,-0.00222,0.00203,-0.00074,-0.00457,0.00268,-0.00410,-0.01497,0.00528,-0.00664,-0.00844,-0.00090,0.00361,0.00591,-0.01326,0.00649,-0.00394,-0.00513,0.00657,-0.00203,-0.00168,-0.00121,0.00880,-0.00327,0.00972,-0.00066,0.00862,-0.00168,-0.00031,0.00033,0.01996,-0.02629,0.00262,0.00358,-0.00379,0.00000,-0.00231,-0.00427,-0.01213,0.00271,0.00998,0.01120,0.00241,-0.00836,0.00421,-0.00651,-0.00583,-0.01114,-0.00983,-0.00879,-0.01206,-0.02234,0.00675,0.01511,0.00213,-0.02958,0.00432,-0.00457,0.00014,-0.00616,-0.00255,0.01477,-0.00990,-0.00619,0.00497,0.00479,0.01081,-0.00763,-0.01237,-0.01637,-0.02429,-0.03915,0.00223,0.03678,0.01621,0.00348:#0c3557:Manager 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,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911,0.02440,0.00073:#c8c8c8:S&P_500
-4.8%

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
-0.25

365 days

Manager performance
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,-0.00434,0.01287,0.00565,-0.00112,0.00087,0.00162,-0.00127,-0.00677,-0.00624,-0.01855,-0.01864,0.01084,0.01885,-0.00929,-0.00310,0.00616,-0.01086,-0.01321,0.02036,-0.00053,0.00191,0.02188,0.00603,0.00848,-0.00893,-0.01359,0.00270,-0.01380,0.01391,0.01960,-0.00276,0.00911,-0.01452,-0.00055,0.01411,-0.00010,0.01727,0.00495,0.00035,0.00087,0.00207,0.01245,-0.00285,0.00335,0.00619,-0.00115,-0.00504,0.00547,0.00395,-0.00339,0.00169,-0.01357,0.00497,-0.01958,-0.00330,0.01613,-0.00152,0.00877,0.00047,0.01465,-0.00006,0.00911,-0.00059,-0.00019,-0.01603,-0.00431,0.00516,0.01067,-0.01266,-0.00411,0.00911,0.00094,-0.00451,0.00733,0.00568,0.00361,-0.00412,-0.00164,0.00110,-0.00091,-0.01586,-0.01271,0.00763,0.00691,0.00461,0.00688,-0.00509,-0.00075,-0.00308,-0.01486,0.01156,0.00296,-0.01410,-0.00351,0.00658,-0.00057,-0.00624,-0.00104,-0.00079,0.01432,-0.00258,0.00479,0.00286,0.00060,0.00165,0.01337,-0.02018,0.00586,-0.00304,-0.00522,0.00646,-0.00295,0.00955,-0.00364,0.00201,-0.01182,-0.00352,0.01590,-0.00236,-0.00681,-0.00784,0.00564,0.00597,0.01001,0.00064,0.00602,-0.00176,-0.01135,0.00364,0.00247,-0.02744,-0.00086,0.00492,0.00170,0.00000,-0.00368,0.00579,-0.01714,0.00396,0.01341,0.01462,0.00653,-0.00207,0.00936,-0.00686,-0.00025,-0.00612,0.00071,-0.00293,-0.01242,-0.01141,0.00983,0.00189,0.00633,0.00208,-0.00886,0.00399,0.01726,-0.02361,-0.01412,0.00375,-0.00642,-0.00137,-0.00146,0.00397,0.00263,-0.00382,-0.00547,-0.02685,-0.05190,-0.04436,-0.00712,0.03015,0.02796,-0.00052:#0c3557:Manager 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,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911,0.02440,0.00073:#c8c8c8:S&P_500
-4.2%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. Why Twitter is no Facebook

    10 August 2015

    Facebook outperforms Twitter because of focused management.

  2. Why US consumers are in a spending mood 16 July 2015
  3. Why Time Warner deal is a win for Liberty Media 19 June 2015
  4. Consumer stocks look like winners in 2015 9 April 2015
  5. Liberty Media: the gift that keeps on giving 6 March 2015

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.