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

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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
0.39 365 days
Performance
8.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
0.35 365 days
Performance
6.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Glacial Fed 28 September 2016

    Why the Fed may not touch rates until early 2017

  2. Profile Picture Stay zen on rates 14 September 2016
  3. Profile Picture QVC misses the mark 6 September 2016
  4. Profile Picture Reign of king Amazon 17 August 2016
  5. Profile Picture The Yellen dilemma 9 August 2016
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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.