Yale Bock

CFA
Personal Finance, Investing, Small Business
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“With over 15 years of analyzing equity investments for clients, Yale Bock is committed to giving his clients special attention in creating accounts which are tailored to meet their specific life goals.”
Firm:

Y H & C Investments

Job Title:

President & Owner

Biography:

Yale Bock is the owner and operator of Y H & C Investments, a registered investment adviser (Nevada and FINRA licensed) located in Las Vegas, NV.  All operations are directed by Yale and he is responsible for the investment research, portfolio management, asset allocation, trading decisions, trade execution, risk management, and any client communication.

Y H & C Investments is a boutique registered investment advisor based in Las Vegas, NV. The company offers asset management services which include strategic asset allocation, tactical asset allocation, investment research, portfolio management, portfolio measurement and assessment, diversification and hedging, and financial documentation and customer support. The mission of the company is to help people reach their financial goals and objectives.

Yale has been investing his own capital for 20 years and client money since 2004. Yale earned a B.A. in economics from UC-Irvine in 1989, and an M.B.A from UC-Irvine in 1991. He earned the right to use the Chartered Financial Analyst designation in 2007.

Education:

BA, Economics, University of California, Irvine - The Paul Merage School of Business

Assets Under Management:

$10 million

CRD Number:

129823

Disclaimer:

Disclosure

Investing money in capital markets involves risk and could result in losing money.  Past performance is no guarantee of future results. Future results are likely to be different from past performance. All equity portfolios involve risk and may lose money. One should research any investment and make sure it is suitable with your objectives, risk tolerance, risk profile, liquidity considerations, tax situation, and anything else pertinent to your financial situation. Also, attaining or holding the CFA credential in no way suggests performance will be superior than a market index or market return.

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    Marriage / Divorce, Retirement, Investing, Asset Allocation
How do I evaluate my portfolio's performance compared to averages?
100% of people found this answer helpful

You are asking a good question as it is important to understand how your existing portfolio compares to other alternatives.  The most comprehensive approach is to compare your portfolio return to index averages like the S&P 500 (SPX), Dow Jones Industrial Average (DJIA), and Nasdaq (IXIC) return for the same period of time.  Usually, 1, 3, and 5 year time frames make sense, and for longer term you can go with 10 years.  Clearly, you can also look at shorter time frames as well, 1 month 3 month, 6 months, etc.  If you want more detailed comparisons, look at the kinds of assets you own- meaning are they larger companies, mid sized companies, or smaller companies- you can then compare them to those same size indexes- large cap, mid cap, and small cap.  As an example,, a common small cap index is called the Russell 2000.  You can compare a fund you own of small cap companies to the Russell 2000 over the same time frame to see how what you own compares to the typical index.  You can do the same thing for funds of different sizes.  Also, if you have international funds, you would compare them to an index like the MSCI Index, a common international index to get an understanding of the performance there too.  I hope this helps answer your question.  

 

Yale Bock, CFA

Y H & C Investments

June 2018
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July 2018
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With so many sector and sub-sector ETFs, is it wise to take individual stock risk in my account?
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July 2018
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October 2017