Interactive Advisors · investment strategy
by Interactive Advisors
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.
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.
“I look for businesses that can grow for long periods of time, but that are still available at attractive prices.”
“Investments are chosen based on my measures of balance sheet and management quality”
“find great companies that have strategic competitive advantages”
“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.
· : 0.24 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.22 (90%: 0.01 to 0.41)
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 Long Term GARP portfolio attempts to buy companies with sustainable, growing businesses that I believe have potential to appreciate in value over multiple years.
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.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
I want to concentrate capital in companies that have attractive businesses and positive long-term growth prospects. I attempt to build large positions in those companies when they become available at what I believe are attractive prices. As a result, the portfolio is typically concentrated in a few positions that I believe fit my strategy.
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.
Major world events could cause me to make exceptions to my investing philosophy with regard to certain holdings.
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.
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.
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 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Fundamental analysis, Strategic advantages | 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) | 9.12% | 2026-10-16 | |
| Calendar-year returns (live account) | 2012: 27.1% · 2013: 41.8% · 2014: 5.2% · 2015: -4.4% · 2016: 4.2% · 2017: 22.6% · 2018: 0.2% · 2019: 22.6% · 2020: 27.8% · 2021: 28.3% · 2022: -34.9% · 2023: 14.1% · 2024: -1.2% · 2025: 10.3% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 8.80% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 250.90% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -20.70% | 2026-10-16 | |
| Return, last 30 days (live account) | -3.80% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | -5.17% | 2026-10-16 | |
| Return, last 365 days (live account) | -10.30% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | -24.50% | 2026-10-09 | |
| Return, last 90 days (live account) | 1.30% | 2026-10-09 | |
| Return, year to date (live account) | -11.20% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.22 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -40.27% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -19.25% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -19.20% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.45 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | -0.41 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | -0.76 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | -0.56 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | -1.13 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -4.10% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 19.14% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 17.69% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 17.80% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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