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Y H & C Investments Concentrated GARP Model

The Y H & C Investments Concentrated 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 10 years.  The top ten holdings are provided on this page and you can see it has higher concentration percentages in the top holdings.

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

Concentrated GARP Portfolio Holdings

(as of April 30, 2022)

Please note:  All return calculations are not GIPS compliant and not audited. 

They are time weighted.

Position

The top 3 positions make up 74.89 % of the portfolio
1. ProAssurance (PRA)
The top 5 positions make up 88.95% of the portfolio
2.  Rogers Communications (RCI)
The top 10 positions make up 97.95% of the portfolio
3.  Cass Information Systems (CASS)Cash makes up 1.24% of the portfolio.
The year to date 2022 return is -.9%
4.  CVS Health (CVS)The April 2022 monthly return was -5.8%
2021 yearly performance is 30.89%
5.  Telefonica Brazil (VIV)
Cash as a percentage of the total portfolio is 0.98%

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