• 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
  • Links
      Blog
      Blog
      Blog
      Seeking Alpha
      Twitter
      Website

Investment portfolio

Strategy
Stocks

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
0.07 365 days
Performance
-0.02444,0.01545,0.00588,-0.01911,0.01893,-0.00924,-0.00115,0.00686,-0.00442,0.01906,0.00552,-0.00573,-0.01070,0.00181,-0.01526,-0.01315,-0.01577,-0.00477,-0.01683,0.01062,0.00810,-0.00564,0.02752,0.03045,0.00679,0.00690,0.00507,0.00011,0.00047,-0.00606,-0.01327,0.02327,-0.00129,0.00051,-0.00175,-0.01159,-0.00789,0.01347,-0.00230,-0.01427,0.02387,-0.01029,-0.04796,0.01115,0.01181,-0.00439,0.00237,0.00644,-0.01536,-0.00619,-0.00803,-0.01983,-0.00541,0.01258,-0.00278,0.01232,-0.00785,0.00899,0.00542,-0.00153,0.00618,0.00370,-0.00349,0.00061,0.00059,-0.01801,-0.00287,-0.01789,-0.00156,-0.01796,0.02193,-0.01147,-0.01428,0.02109,0.02326,-0.03465,-0.00245,-0.01862,0.00554,0.01262,0.00159,-0.00432,0.01111,-0.01190,-0.01538,-0.00523,0.01261,0.00713,-0.02719,-0.01535,-0.00684,-0.00932,-0.02556,-0.01259,-0.02641,-0.01267,0.00749,-0.00568,0.01926,-0.01389,0.02091,-0.01711,-0.00189,0.04972,-0.00766,-0.02496,0.01788,-0.01061,-0.02166,-0.00226,0.01480,-0.01292,-0.00802,0.01173,0.03473,0.02354,-0.00418,0.01066,0.01246,-0.01178,-0.01002,0.00991,-0.00195,-0.00617,0.01405,0.00851,0.01219,-0.00085,0.00631,-0.02092,-0.00179,-0.00136,0.00860,-0.01138,-0.02062,0.01987,0.02500,-0.00162,0.00965,0.00195,-0.02444,0.00074,-0.00262,0.03024,0.00607,-0.00761,0.00027,-0.00705,-0.01955,0.00126,-0.00503,0.01109,-0.01574,0.00500,0.04307,-0.00219,0.01161,-0.00418,-0.00272,-0.00532,-0.00790,0.01348,-0.01408,0.01246,0.00520,-0.00901,-0.00767,0.00512,-0.01924,-0.00263,-0.00798,-0.00037,-0.00913,0.01796,-0.01161,-0.01058,-0.00560,0.00755,-0.01483,-0.00607,-0.00788,0.01746,-0.00142,0.02139,-0.00124,-0.00123,0.00411,-0.00547,0.00446,0.00457,0.01326,0.01199,0.00663,0.00507,-0.01061,-0.01177,-0.01181,-0.00878,0.00005,0.00385,0.01196,0.01197,0.00695,-0.00781,0.01279,-0.02761,-0.01855,0.02404,0.02380,0.01199,0.00149,-0.00055,-0.00016,0.00562,0.01926,0.02169,0.00408,0.00241,-0.00192,-0.00761,0.00417,-0.00996,0.00357,0.00107,0.01126,-0.00577,-0.00415,-0.00397,0.02839,-0.00271,-0.00294,-0.01740,0.00726,0.00961,0.00371,0.00517,0.00377,-0.00472,0.00091,0.00146,0.02348,-0.00626,0.00060,0.00590,0.00104,-0.00169,0.01346,-0.00482,0.00780,-0.00547,0.00302,0.00068:#0c3557:Manager -0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810,0.01777,0.01703,0.01357,0.00195,0.00000,-0.00685,0.00535,-0.00087,0.01525,0.00341,0.00701,0.00013,0.00526,-0.00093,0.00238,-0.00144,0.00427,-0.00361,0.00455,-0.00301,0.00032,-0.00120,0.00161,0.00163,-0.00127,-0.00636,0.00313,0.00021,0.00860,-0.00091,0.00039,-0.00286,0.00473,-0.00080,0.00279,-0.00548,0.00187,0.00220,-0.00144,-0.00056,0.00195,-0.00524,-0.00137,-0.00158,0.00523,-0.00195:#c8c8c8:S&P_500
1.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 minimum

Strategy
Stocks

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
0.16 365 days
Performance
-0.01995,0.02053,0.00177,-0.01414,0.02048,-0.00962,0.00372,0.00348,-0.00359,0.01016,0.01713,-0.01142,-0.00940,0.00750,-0.00956,-0.00047,-0.00499,-0.00196,-0.03137,-0.00146,0.01612,0.00754,0.01763,0.02172,-0.00711,0.00487,0.01329,0.00389,0.00500,-0.00492,-0.00912,0.01985,0.00688,0.00366,-0.00057,-0.00825,0.00949,0.00414,0.00006,-0.00814,0.00986,-0.00241,-0.00032,0.00520,0.00396,-0.00992,-0.00512,-0.03047,-0.00824,0.01247,-0.00208,-0.00827,-0.01462,0.00613,-0.00689,0.01405,0.00102,0.01232,-0.00088,-0.00659,0.00436,0.00385,-0.00712,0.00879,-0.00748,-0.02123,0.01751,-0.00614,-0.00227,-0.00416,0.00478,-0.01845,-0.00397,0.01331,0.01024,-0.01297,-0.01248,0.00785,0.01394,0.01031,-0.00232,-0.00857,0.01137,-0.00384,-0.00500,-0.02077,-0.00235,-0.01034,-0.02389,-0.01178,0.00924,0.01251,-0.02668,0.01901,-0.02592,0.00013,-0.00881,0.00656,0.02125,-0.02108,0.02014,-0.01629,0.00979,0.02760,0.00326,-0.02767,-0.00199,-0.00029,-0.04882,-0.01957,-0.00929,0.00404,0.00617,0.01728,0.02063,0.02662,-0.01008,0.00349,0.01667,-0.01032,0.01171,0.01301,-0.01135,0.00066,0.02440,-0.00070,0.00974,0.00138,0.00323,-0.01543,-0.00539,-0.00702,0.01764,-0.00338,-0.00462,0.01301,0.00293,0.00607,-0.00450,-0.00213,-0.01075,0.00309,0.00434,0.00713,0.00805,0.00053,0.00700,-0.00908,-0.00786,0.01526,-0.01228,0.00766,-0.00611,0.00194,0.01617,-0.00346,0.00136,0.00527,0.00181,0.00230,-0.00391,-0.00472,0.00038,0.01049,-0.00323,-0.00909,-0.00311,0.01291,-0.01332,-0.00611,-0.00205,0.00515,0.00400,0.01286,-0.01099,-0.00391,-0.00637,0.00670,-0.01079,0.00048,-0.00749,0.01291,-0.00093,0.01658,-0.00210,0.00606,0.00625,-0.00660,0.00557,0.00635,-0.00659,0.00566,0.00042,-0.00060,-0.00122,-0.01789,-0.01133,0.00152,-0.00183,0.00325,-0.00277,0.01171,0.00107,-0.00218,0.01818,-0.03348,-0.02314,0.01846,0.03024,0.01465,0.00464,-0.00666,0.00301,0.00588,0.01279,0.00443,0.00841,-0.00277,0.00977,-0.00336,-0.00049,-0.00203,0.00611,-0.00152,0.00832,-0.00598,0.00413,-0.00267,0.00017,-0.00184,-0.00646,-0.01324,0.00402,-0.00574,-0.03426,0.00511,0.00679,0.00040,0.00770,0.00311,0.00770,-0.00551,-0.00507,0.00271,-0.00161,-0.00005,0.00479,-0.01126,0.00068,-0.00125,0.00392,-0.00269:#0c3557:Manager -0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810,0.01777,0.01703,0.01357,0.00195,0.00000,-0.00685,0.00535,-0.00087,0.01525,0.00341,0.00701,0.00013,0.00526,-0.00093,0.00238,-0.00144,0.00427,-0.00361,0.00455,-0.00301,0.00032,-0.00120,0.00161,0.00163,-0.00127,-0.00636,0.00313,0.00021,0.00860,-0.00091,0.00039,-0.00286,0.00473,-0.00080,0.00279,-0.00548,0.00187,0.00220,-0.00144,-0.00056,0.00195,-0.00524,-0.00137,-0.00158,0.00523,-0.00195:#c8c8c8:S&P_500
3.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 minimum

Portfolio commentary

  1. yhc-investments/_profile-35x35.jpg Reign of king Amazon 17 August 2016

    Traditional retailers struggle with epic online retail shift

  2. #local.item['profilepicurl']# The Yellen dilemma 9 August 2016
  3. #local.item['profilepicurl']# Starbucks takes on the world 3 August 2016
  4. #local.item['profilepicurl']# Fed's rethink on rates 18 July 2016
  5. #local.item['profilepicurl']# Brexit mess explained 30 June 2016
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.