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Thomas Krouse

  • Carlsbad, CA
  • Jul 31, 2014
Funds
(AGBF) AdvisorCFA's Global Balanced Fund
MODEL INCEPTION (12/19/2002) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 5.18% 9.94% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -4.56% 7.24% Fund has a 10 year track record.  
5 YRS 5.88% 16.37% Fund has a 5 year track record.  
3 YRS 2.81% 11.16% Fund has a 3 year track record.  
1 YR 4.05% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
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(CHINA) AdvisorCFA's China Fund
MODEL INCEPTION (01/07/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS -1.08% 8.66% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -2.73% 7.24% Fund has a 10 year track record.  
5 YRS 4.94% 16.37% Fund has a 5 year track record.  
3 YRS 2.66% 11.16% Fund has a 3 year track record.  
1 YR 7.19% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
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(ENRGY) AdvisorCFA's Global Energy Fund
MODEL INCEPTION (12/19/2002) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 4.01% 9.94% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -9.61% 7.24% Fund has a 10 year track record.  
5 YRS -3.46% 16.37% Fund has a 5 year track record.  
3 YRS -0.04% 11.16% Fund has a 3 year track record.  
Show Fund Strategy
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(GFINL) AdvisorCFA's Global Financial Fund
MODEL INCEPTION (08/09/2009) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
8+ YRS 1.30% 14.31% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 4.16% 16.37% Fund has a 5 year track record.  
3 YRS 2.91% 11.16% Fund has a 3 year track record.  
1 YR 2.05% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
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(RUSSR) AdvisorCFA's Russia Fund
MODEL INCEPTION (01/07/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS -0.69% 8.66% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -11.32% 7.24% Fund has a 10 year track record.  
5 YRS -1.47% 16.37% Fund has a 5 year track record.  
3 YRS 0.26% 11.16% Fund has a 3 year track record.  
1 YR -3.63% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
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Achievements
  • ENRGY Beat the 50th percentile of mutual funds over 1 year.
    Jun 30, 2018

AdvisorCFA's Global Balanced Fund

AGBF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 26.29% 1.55%
Unclassified Market Cap : Unclassified Style 17.78% -0.60%
Mid Cap : Growth 12.41% 0.75%
Mid Cap : Value 8.92% -0.03%
Micro Cap : Growth 8.61% 0.65%
Large Cap : Blend 8.15% -0.40%
Small Cap : Blend 6.64% -0.18%
Large Cap : Value 5.31% 0.37%
Small Cap : Growth 2.62% -0.65%
Small Cap : Value 2.10% 0.40%
Micro Cap : Blend 0.62% -1.46%
Micro Cap : Value 0.33% 2.51%
Large Cap : Unclassified Style 0.15% -1.98%
AGBF | Price History
AGBF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Thomas Krouse $2,200,056.14
Inception: Ticker Symbol: # of Securities:
December 19, 2002 AGBF 65
Description:

This fund will seek the highest absolute return utilizing a balanced portfolio of domestic and international common and preferred stocks.

AGBF | Turnover
Last Month 1.2%
Last 3 Months 1.2%
Last 6 Months 1.37%
Last 12 Months 11.07%
AGBF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 ALGN $256,525.97
2 PBR $224,111.26
3 CDCAQ $168,319.03
4 LQU $152,212.44
5 TNT $151,196.86
Position Symbol Gains
1 HQSM -$270,517.22
2 QID -$177,577.38
3 CHTRQ -$161,931.59
4 SYUT -$125,222.57
5 FEEDQ -$111,742.83
AGBF | Skill Metrics
All Positions
Winning % 60.65%
Avg. Gain/Loss Ratio 0.93
AGBF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 33.30% 0.29%
Technology 24.08% -0.15%
Unallocated 9.15% -0.71%
Consumer Discretionary 7.79% -1.04%
Energy 7.55% 1.91%
Other 6.53% 0.60%
Consumer Staples 5.58% 0.42%
Industrials 2.05% -0.52%
Health Care 1.33% 0.13%
Real Estate 1.32% 0.48%
Materials 1.28% 2.37%
AGBF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
AGBF 0.18% 1.92% 1.92% -5.50%
S&P 500 -0.13% 3.17% 3.17% 0.00%
NASDAQ -0.11% 0.00% 0.00% 0.00%
AGBF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -0.32% 0.24% -0.56%
Last 30 Days 0.05% 1.64% -1.59%
Last 3 Months -3.53% 5.53% -9.06%
Last 6 Months -11.06% 0.76% -11.82%
Last 12 Months 1.86% 15.59% -13.73%
Last 2 Years 23.39% 34.95% -11.56%
Last 3 Years 14.06% 40.26% -26.20%
Last 5 Years 27.93% 83.81% -55.88%
Last 10 Years -34.80% 176.02% -210.82%
Since Inception 119.61% 336.18% -216.57%
(Annualized) 5.17% 9.91% -4.74%
Data as of: 07/19/2018
AGBF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
AGBF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 PBR 207.47%
2 IAC 201.65%
3 WB 149.10%
4 JPM 94.51%
5 MNST 82.11%
Position Symbol Inception Return
1 AGQ -81.83%
2 FNMA -72.53%
3 ZNGA -53.53%
4 CCJ -50.98%
5 QIWI -49.72%