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

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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
0.79 365 days
Performance
12.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
1.74 365 days
Performance
22.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Time of chaos May 22, 2017

    Earnings are up, but political dramas weigh on investors

  2. Profile Picture Behind the retail selloff May 16, 2017
  3. Profile Picture Sizing up investments May 02, 2017
  4. Profile Picture Belichick on reliability April 26, 2017
  5. Profile Picture Beware trendy stocks April 18, 2017
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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.