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 June 1, 2023) |
Please note: All return calculations are not GIPS compliant and are not audited. They are time-weighted. |
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The top 3 positions make up 51.47 % of the portfolio. |
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1. Intuit (INTU) |
The top 5 positions make up 64.56% of the portfolio. |
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2. Starbucks (SBUX) |
The top 10 positions make up 81.66% of the portfolio. |
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Cash makes up 2.10% of the portfolio. |
3. Quest Diagnostics (DGX) |
YTD the GARP Portfolio is -5.58% |
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In May 2023, the GARP Portfolio result is -7.95% |
4. British Petroleum (BP) |
In the fourth quarter of 2022, the GARP portfolio result is +3.4% |
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Full Year Results for 2022, the GARP Portfolio result is -34.90% |
5. ProAssurance (PRA) |
2021 yearly performance is 30.28% |
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Interested in learning more? Please stay in contact by filling in the form below! Thanks so much-