Y H & C Investments Profile Picture Investment Adviser

Y H & C Investments

President,Financial Services,Y H & C Investments

  • EducationUC Irvine
  • QualificationsMBA, BA, CFA
  • Investment Experience20 years experience
  • Founded2004

Long Term GARP

GARP stands for Growth at a Reasonable Price. My Long Term GARP portfolio attempts to buy companies with sustainable, growing businesses that I believe have potential to appreciate in value over multiple years.

Risk score

Risk Score 3
3
12.2%

Best 30 days

-9.1%

Worst 30 days

Performance

  • 1.6%
    30 day
  • -0.2%
    90 day
  • 7.1%
    365 day
    November 22, 2011
Monthly vs S&P500
Y H & C Investments - Long Term GARP Monthly vs S&P500
-1.7% 12 months
  • $10,000 investment min
  • 1.5% fee

Exposure

40.8%
22.0%
21.2%
9.6%
6.4%
  • Consumer, Cyclical
  • Communications
  • Technology
  • Consumer, Non-cyclical
  • Energy

Top 5 securities View all

20.0%
19.2%
11.0%
8.0%
6.4%

Portfolio commentary

  1. Why US consumers are in a spending mood

    16 July 2015

    Improving income and jobs growth bolster the spending outlook.

  2. Why Time Warner deal is a win for Liberty Media 19 June 2015
  3. Consumer stocks look like winners in 2015 9 April 2015
  4. Liberty Media: the gift that keeps on giving 6 March 2015
  5. Sticking with BP amid the carnage in energy stocks 10 February 2015

show more


Performance detail

  • Manager (net of fees)

Performance

Covestor inception November 22, 2011

as of July 30, 2015 Manager (net of fees) S&P 500
Past 30 days 1.6% 2.3%
Past 90 days -0.2% 0.5%
Past 365 days 7.1% 9.2%
Since Covestor inception (Annualized) 21.6% 19.3%
2015 (YTD) 5.7% 3.6%
2014 5.2% 13.7%
2013 41.8% 32.4%
2012 27.1% 16.0%

Risk metrics

Last 365 days

as of July 30, 2015 Manager (net of fees) S&P 500
Best 30 days 10.6% 9.7%
Worst 30 days -8.5% -6.7%
Volatility 14.3% 12.3%
Sharpe Ratio 0.49 0.74
Sortino Ratio 0.71 1.10
Maximum Drawdown -9.9% -7.3%
Value-at-risk (95%, 1 week) -3.3% -2.9%
vs. S&P 500
Information Ratio - 0.30
Alpha -1.8%
Beta 1.02
R-Squared 0.76
  • $10,000 investment min
  • 1.5% fee

Latest transactions View all

Average trades per month 0.5
Executed Symbol Security Type Price
07/29/15 ICON Iconix Brand Group Inc Buy $21.54
04/06/15 CFRUY Cie Financiere Richemont SA Buy $8.30
02/17/15 LBRDA Liberty Broadband Corp Buy $50.00
01/22/15 LBRDA Liberty Broadband Corp Buy $47.53
01/15/15 UTSI UTStarcom Holdings Corp Sell $2.92
11/25/14 UTSI UTStarcom Holdings Corp Buy $2.65
11/25/14 BH Biglari Holdings Inc Buy $361.50
11/20/14 LQDT Liquidity Services Inc Sell $10.50

Important Information

  1. Past performance is no guarantee of future results.
  2. 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".
  3. Average client returns are calculated by Covestor and are composed of the asset-weighted average returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. 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.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. The checked transactions passed Covestor's trading rules and were eligible for investment at the time of execution, subject to individual client constraints. Eligibility may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.