Y H & C Investments

Long Term GARP

Y H & C Investments
Fundamental analysisStrategic advantages

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.

Portfolio risk score
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Strategy

Stocks

Management fee

0.75%

Min investment

$10,000

Performance Chart

Metrics

Last 30 days 10.5%
Last 90 days 11.4%
Last 365 days -21.3%
Last 5 years 35.9%
Last 10 years 147.8%
Since inception (Nov 25, 2011) 251.5%
Since inception (annualized) 11.9%
2023 (YTD) 10.5%
2022 -34.9%
2021 28.3%
2020 27.8%
2019 22.6%
2018 0.2%
2017 22.6%
2016 4.2%
2015 -4.4%
2014 5.2%
2013 41.8%
2012 27.1%
Volatility
The standard deviation of portfolio returns; a measure of risk.
28.7%
Sharpe ratio
A measure of risk-adjusted portfolio return.
-0.90
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
-1.57
Maximum drawdown
Maximum value lost from peak to trough over the last year.
-33.3%
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
-6.7%
Investment (below min)
Annual costs

Portfolio information

Research

Research includes an analysis of a company's competitive positioning, a review of past, present and future operations, a and a look at a company' s financial situation including cash levels, debt and contingent liabilities. It also includes a review of earnings quality, the way the company is governed, and extensive look at valuations. I also review annual reports, regulatory filings, insider trades and recent company news.

Approach

Investments are chosen based on my measures of balance sheet and management quality, and my assessment of a company’s long-term growth potential. I consider my investment style to be mainly GARP (Growth at a Reasonable Price). I look for businesses that can grow for long periods of time, but that are still available at attractive prices. My approach to building wealth is to find great companies that have strategic competitive advantages and to own them as they grow larger.

Sell discipline

I believe great businesses are meant to be owned for many years, and in some cases decades. I only want to sell the companies in this portfolio if there is a fundamentally negative change in the business, or if buyers are more than fairly compensating current stock owners for their share of the equity.

Exceptions

Major world events could cause me to make exceptions to my investing philosophy with regard to certain holdings.

Portfolio updates

Manager

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.

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Disclosures

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 November 25, 2011, 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.