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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 (As of: 11/16/2018) 4.72% 9.40% View Fund Stats
RETURN PERIOD (As Of: 10/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -1.36% 13.01% Fund has a 10 year track record.  
5 YRS 1.39% 10.89% Fund has a 5 year track record.  
3 YRS 4.53% 10.76% Fund has a 3 year track record.  
1 YR -6.44% 5.23% Fund has a 1 year track record.  
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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 (As of: 11/16/2018) 3.28% 9.40% View Fund Stats
RETURN PERIOD (As Of: 10/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -5.43% 13.01% Fund has a 10 year track record.  
5 YRS -7.86% 10.89% Fund has a 5 year track record.  
3 YRS 3.51% 10.76% Fund has a 3 year track record.  
1 YR -7.24% 5.23% Fund has a 1 year track record.  
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(RUSSR) AdvisorCFA's Russia Fund
MODEL INCEPTION (01/07/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS (As of: 11/16/2018) -1.25% 8.13% View Fund Stats
RETURN PERIOD (As Of: 10/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -7.30% 13.01% Fund has a 10 year track record.  
5 YRS -6.50% 10.89% Fund has a 5 year track record.  
3 YRS 0.44% 10.76% Fund has a 3 year track record.  
1 YR -11.71% 5.23% Fund has a 1 year track record.  
Show Fund Strategy
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AdvisorCFA's Global Balanced Fund

AGBF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 27.21% -0.50%
Unclassified Market Cap : Unclassified Style 18.95% -0.43%
Mid Cap : Growth 13.22% 1.36%
Micro Cap : Growth 8.58% 0.44%
Large Cap : Blend 8.52% -0.58%
Mid Cap : Value 8.51% -0.07%
Small Cap : Blend 5.72% -0.26%
Large Cap : Value 4.81% -0.43%
Small Cap : Growth 2.55% -1.00%
Small Cap : Value 1.36% -2.84%
Micro Cap : Blend 0.54% -1.40%
AGBF | Price History
AGBF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Thomas Krouse $2,224,347.86
Inception: Ticker Symbol: # of Securities:
December 19, 2002 AGBF 62
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 N/A
Last 3 Months 1.62%
Last 6 Months 1.62%
Last 12 Months 10.02%
AGBF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 ALGN $256,525.97
2 PBR $226,666.26
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 33.38% -0.23%
Technology 23.74% -0.79%
Unallocated 9.73% 5.33%
Energy 7.77% -0.90%
Consumer Discretionary 7.02% 0.04%
Other 6.69% 0.47%
Consumer Staples 5.03% -1.14%
Industrials 2.18% 0.46%
Health Care 1.91% -2.16%
Real Estate 1.28% 0.94%
Materials 1.22% 0.40%
AGBF | Recent Returns vs S&P 500
MTD QTD YTD
AGBF 1.39% 3.64% -3.90%
S&P 500 0.97% 0.00% 0.00%
AGBF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -1.43% 0.00% -1.43%
Last Month -2.84% -5.34% 2.50%
Last 3 Months -2.49% -6.43% 3.94%
Since Inception 108.26% 315.52% -207.26%
(Annualized) 4.72% 9.36% -4.64%
Data as of: 11/16/2018
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 IAC 315.46%
2 PBR 209.86%
3 WB 122.26%
4 JPM 108.60%
5 PRU 89.40%
Position Symbol Inception Return
1 AGQ -82.40%
2 FNMA -72.41%
3 RAD -62.29%
4 ZNGA -57.44%
5 TUR -56.79%