Y H & C Investments

Concentrated GARP

Managed by Y H & C Investments
Fundamental analysisCorporate eventsArbitrage

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.

Portfolio risk score
Learn more
Strategy Stocks
Management fee 1.50%
Min investment $10,000

Performance Chart

Performance Table


Last 30 days -4.3%
Last 90 days -0.9%
Last 365 days -6.2%
Last 5 years 35.8%
Last 10 years 56.5%
Since inception (Jan 22, 2010) 46.2%
Since inception (annualized) 3.0%
2022 (YTD) -13.2%
2021 29.1%
2020 14.0%
2019 20.0%
2018 -12.2%
2017 9.5%
2016 4.7%
2015 -18.1%
2014 -12.0%
2013 39.4%
2012 40.2%
2011 -34.1%

Risk metrics (last 365 days)

Volatility 22.5%
Sharpe ratio -0.45
Sortino ratio -0.59
Maximum drawdown -26.0%
Value-at-risk (95%, 1 week) -5.2%
Investment (below min)
Annual costs

Portfolio information


My screening approach analyzes cash, cash relative to debt, assets relative to liabilities, liquidity and cash flow. Typical sources of data and company information include Barron’s, Yahoo! Finance, MSN Screener, local news, Seeking Alpha, Investopedia, BusinessWeek and Bloomberg.


My main focus is on buying growth-oriented businesses led by what I believe are strong management teams. I attempt to buy growth companies, as well as ones with cash-rich balance sheets. The companies I own also tend to have strategic competitive advantages and high barriers to entry within large target markets. At times I may target potential spin-offs and arbitrage opportunities as well.

Sell discipline

I make decisions to close positions based on the performance, or lack thereof, of the company. If an abnormally large gain is achieved in a short period, the position may be sold. If a stock is grossly overvalued, it will also be sold.


My strategy may change if I believe that stocks are highly overvalued, or due to merger activity, regulatory issues, world events or potential arbitrage opportunities.

Portfolio updates


Y H & C Investments

Y H & C Investments

Y H & C Investments is a registered investment adviser based in Nevada.

Yale Bock founded the firm after 15 years of experience as an individual investor. Yale also manages the secured lending operations of a family-owned business.


Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on January 22, 2010, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.

In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.

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