Barrack Yard Advisors Profile Picture Investment Adviser

Barrack Yard Advisors

Barrack Yard Advisors

  • Founded2011

Core International Portfolio

The Barrack Yard Core Portfolio strategy seeks to compound investors’ money in real terms over time. The objective is to buy great global businesses at good prices and good businesses at great prices. It also seeks to benefit from compounding dividend payments and underlying business value-creation.

Risk score

Risk Score 3
3
7.7%

Best 30 days

-5.8%

Worst 30 days

Performance

  • -4.3%
    30 day
  • -2.4%
    90 day
  • -0.1%
    365 day
    February 25, 2013
Monthly vs S&P500
Barrack Yard Advisors - Core International Portfolio Monthly vs S&P500
-5.5% 12 months
  • $20,000 investment min
  • 1% fee

Exposure

23.9%
21.6%
15.9%
15.8%
11.4%
  • Financial
  • Consumer, Cyclical
  • MLP
  • Communications
  • Industrial

Top 5 securities View all

7.5%
6.9%
6.8%
6.5%
6.3%

Portfolio commentary

  1. The rise of the corporate zombies

    1 May 2015

    The Fed's ultra-loose monetary policy props up weak companies.

  2. How successful investors keep emotions in check 23 January 2015
  3. A clear guide to understanding your investment statements 18 November 2014
  4. This could be the ultimate contrarian investment right now 15 October 2014
  5. Why this bull market still has room to roam 23 September 2014

show more


Performance detail

  • Manager (net of fees)
  • MSCI World

Performance

Covestor inception February 25, 2013

as of July 28, 2015 Manager (net of fees) MSCI World S&P 500
Past 30 days -4.3% -1.6% -0.3%
Past 90 days -2.4% -2.2% -0.1%
Past 365 days -0.1% 1.8% 8.0%
Since Covestor inception (Annualized) 8.8% 12.1% 17.5%
2015 (YTD) 3.8% 3.4% 2.8%
2014 0.9% 4.9% 13.7%

Risk metrics

Last 365 days

as of July 28, 2015 Manager (net of fees) MSCI World S&P 500
Best 30 days 5.5% 8.0% 9.7%
Worst 30 days -5.8% -7.9% -6.7%
Volatility 10.9% 10.5% 12.3%
Sharpe Ratio - 0.02 0.17 0.64
Sortino Ratio - 0.03 0.25 0.95
Maximum Drawdown -7.9% -8.9% -7.3%
Value-at-risk (95%, 1 week) -2.5% -2.4% -2.9%
vs. MSCI World vs. S&P 500
Information Ratio - 0.29 - 1.05
Alpha -1.3% -5.4%
Beta 0.83 0.70
R-Squared 0.64 0.62
  • $20,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 4.3
Executed Symbol Security Type Price
07/24/15 VIAB Viacom Inc Buy $56.81
07/07/15 IRT Independence Realty Trust Inc Buy $7.61
07/07/15 CFRUY Cie Financiere Richemont SA Buy $7.81
07/07/15 CKHUY CK Hutchison Holdings Ltd Buy $14.10
06/19/15 GILD Gilead Sciences Inc Sell $120.11
06/19/15 CFRUY Cie Financiere Richemont SA Buy $8.26
06/19/15 SNI Scripps Networks Interactive Inc Buy $67.61
06/09/15 GPS Gap Inc/The Buy $37.65

Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
  3. Average client returns are calculated by Covestor and are composed of the asset-weighted average returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. The checked transactions passed Covestor's trading rules and were eligible for investment at the time of execution, subject to individual client constraints. Eligibility may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.