Interactive Advisors · investment strategy
by Interactive Advisors
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.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“My main focus is on buying growth-oriented businesses led by what I believe are strong management teams”
“My screening approach analyzes cash, cash relative to debt, assets relative to liabilities, liquidity and cash flow.”
“I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.”
“Typically positions usually range from 5% to 20% of the portfolio”
“Equity securities (exchange-listed, certain OTC, ADRs) and ETFs”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.49 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.42 (90%: 0.30 to 0.52)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Fundamental research label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
The text the rules are quoted from, with where it came from.
0.25%-0.75% annual; IA retains 0.25%, remainder paid to the Portfolio Manager; fee negotiated between IA and the manager
Equity securities (exchange-listed, certain OTC, ADRs) and ETFs; Portfolio Managers cannot use leverage/margin
To be selected, managers are screened (e.g. AUM, own money in the strategy), fill in a questionnaire on portfolio construction, risk control and strategy guidelines, share historical trade data, and pass a live test period during which clients cannot invest. Managers license their trade data and have no discretion over client accounts. IA receives no compensation from managers and does not pay them for referrals.
Risk score 1-5 assigned by IA; reevaluated at least annually
Not available (TLH only for the Asset Allocation Portfolio)
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.
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.
Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.
Typically positions usually range from 5% to 20% of the portfolio, but the strategy may, at times, be more heavily concentrated in one or more positions.
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.
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.
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.
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.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| Curated collections (Interactive Advisors) | Undervalued companies | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Arbitrage, Corporate events, Fundamental analysis | 2026-10-09 |
| Rebalancing (methodology text) | Mirrors manager trades via co-trading; IA may make adjustment trades |
| Management / advisory fee | 0.75% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Third-Party Manager Co-Trading · covers: 20 · source_key: interactive_advisors|0 · original_name: Manager Portfolios |
| Benchmark (methodology text) | Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally |
| Annualized return since inception (Lighthorse, daily, live) | 3.30% | 2026-10-16 | |
| Calendar-year returns (live account) | 2011: -34.1% · 2012: 40.2% · 2013: 39.4% · 2014: -12.0% · 2015: -18.1% · 2016: 4.7% · 2017: 9.5% · 2018: -12.2% · 2019: 20.0% · 2020: 14.0% · 2021: 29.1% · 2022: -19.6% · 2023: -7.3% · 2024: -4.1% · 2025: 32.1% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 3.10% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 66.90% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -5.21% | 2026-10-16 | |
| Return, last 30 days (live account) | -6.20% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 10.32% | 2026-10-16 | |
| Return, last 365 days (live account) | 5.00% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 7.00% | 2026-10-09 | |
| Return, last 90 days (live account) | -4.20% | 2026-10-09 | |
| Return, year to date (live account) | 5.00% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.42 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -48.80% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -9.97% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -10.00% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.19 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.50 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.12 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.75 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.20 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.10% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 23.04% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 13.50% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 13.60% | 2026-10-09 |
| Risk label (Interactive Advisors) | Aggressive | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 4 | 2026-10-09 | |
| Risk score description | Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals. | 2026-10-09 |
Collective2
Quantbase · Surmount
