The Y H & C Investments GARP Model is a Separately Managed Account. It is not a mutual fund, but a model. The model can be invested in at Interactive Advisors by opening an account- click the following link- Interactive Advisors for that page. It will provide return and performance information for the last 5 years.
The minimum level of investment for the model is $500.00 and the fee to invest is 1.5% yearly, billed every three months. The fee is split between Y H & C Investments and Interactive Advisors. The model is a nice alternative for investors who want to be able to invest with Y H & C Investments, but don’t meet the $50,000.00 minimum threshold.
If you have a more complex investment situation and are looking for customized asset management services, we offer a free consultation so we can be of assistance. Thanks so much.
Y H & C Investments GARP Portfolio Holdings (as of April 30, 2022) | Please note: All return calculations are not GIPS compliant and are not audited. They are time weighted. |
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Position | The top 3 positions make up 42.60 % of the portfolio |
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1. Intuit (INTU) | The top 5 positions make up 57.58% of the portfolio |
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2. ProAssurance (PRA) | The top 10 positions make up 78.84% of the portfolio |
| Cash makes up 1.80% of the portfolio. |
3. Credit Suisse (CS) | Year to date, the GARP Portfolio result is -25.80% |
| In April, the GARP Portfolio result is -11.60% |
4. Quest Diagnostics (DGX) | |
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5. Starbucks (SBUX) | 2021 yearly performance is 30.28% |
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