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

Best 30 days


Worst 30 days


  • -0.8%
    30 day
  • 1.0%
    90 day
  • 2.3%
    365 day
    February 25, 2013
Monthly vs S&P500
Barrack Yard Advisors - Core International Portfolio Monthly vs S&P500
-14.9% 12 months
  • $20,000 investment min
  • 1% fee


  • Consumer, Non-cyclical
  • Industrial
  • MLP
  • Consumer, Cyclical
  • Utilities

Top 5 securities View all


Portfolio commentary

  1. How successful investors keep emotions in check

    23 January 2015

    Taming your emotions is crucial to long-term investing success.

  2. A clear guide to understanding your investment statements 18 November 2014
  3. This could be the ultimate contrarian investment right now 15 October 2014
  4. Why this bull market still has room to roam 23 September 2014
  5. Opportune times: Take the European vacation of your dreams 16 September 2014

show more

Performance detail

  • Manager (net of fees)
  • MSCI World


Covestor inception February 25, 2013

as of March 26, 2015 Manager (net of fees) MSCI World S&P 500
Past 30 days -0.8% -1.5% -2.7%
Past 90 days 1.0% 1.3% -1.1%
Past 365 days 2.3% 7.5% 13.3%
Since Covestor inception (Annualized) 9.5% 13.8% 19.3%
2015 (YTD) 2.3% 2.5% 0.3%
2014 0.9% 4.9% 13.7%

Risk metrics

Last 365 days

as of March 26, 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 9.8% 9.6% 11.9%
Sharpe Ratio 0.23 0.78 1.11
Sortino Ratio 0.35 1.11 1.56
Maximum Drawdown -9.3% -9.3% -7.3%
Value-at-risk (95%, 1 week) -2.3% -2.2% -2.8%
vs. MSCI World vs. S&P 500
Information Ratio - 0.86 - 1.48
Alpha -3.1% -5.7%
Beta 0.82 0.65
R-Squared 0.65 0.62
  • $20,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 3.7
Executed Symbol Security Replicable Type Price
02/04/15 GILD Gilead Sciences Inc Yes Buy $96.14
02/04/15 DCI Donaldson Co Inc Yes Buy $37.14
02/04/15 TPRE Third Point Reinsurance Ltd Yes Buy $13.63
01/30/15 DE Deere & Co Yes Sell $85.64
01/30/15 LRLCY L'Oreal SA Yes Sell $35.84
01/30/15 DBOEY Deutsche Boerse AG Yes Sell $7.64
01/13/15 VMI Valmont Industries Inc Yes Buy $119.11
01/13/15 GE General Electric Co Yes Buy $23.73

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 average, time-weighted 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. Transactions that are marked as "Replicable" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication 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.