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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 5.05% 10.10% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -4.04% 7.24% Fund has a 10 year track record.  
5 YRS 4.95% 16.37% Fund has a 5 year track record.  
3 YRS 7.86% 11.16% Fund has a 3 year track record.  
1 YR 3.08% 15.43% Fund has a 1 year track record.  
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(CHINA) AdvisorCFA's China Fund
MODEL INCEPTION (01/07/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS -1.71% 8.84% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -3.69% 7.24% Fund has a 10 year track record.  
5 YRS 1.16% 16.37% Fund has a 5 year track record.  
3 YRS 6.85% 11.16% Fund has a 3 year track record.  
1 YR -2.89% 15.43% 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 3.59% 10.10% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -9.39% 7.24% Fund has a 10 year track record.  
5 YRS -4.87% 16.37% Fund has a 5 year track record.  
3 YRS 4.86% 11.16% Fund has a 3 year track record.  
1 YR 4.31% 15.43% Fund has a 1 year track record.  
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(GFINL) AdvisorCFA's Global Financial Fund
MODEL INCEPTION (08/09/2009) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
9+ YRS 1.42% 14.51% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 5.31% 16.37% Fund has a 5 year track record.  
3 YRS 6.74% 11.16% Fund has a 3 year track record.  
1 YR 3.85% 15.43% 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 -0.88% 8.84% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -10.91% 7.24% Fund has a 10 year track record.  
5 YRS -3.15% 16.37% Fund has a 5 year track record.  
3 YRS 2.29% 11.16% Fund has a 3 year track record.  
1 YR -6.54% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
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Achievements

AdvisorCFA's Global Balanced Fund

AGBF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 26.84% 1.16%
Unclassified Market Cap : Unclassified Style 18.82% 0.32%
Mid Cap : Growth 13.44% 1.60%
Micro Cap : Growth 8.61% 0.25%
Mid Cap : Value 8.47% 0.40%
Large Cap : Blend 8.44% 1.40%
Small Cap : Blend 5.76% 0.99%
Large Cap : Value 5.02% 0.92%
Small Cap : Growth 2.72% 0.71%
Small Cap : Value 1.34% 0.59%
Micro Cap : Blend 0.56% -2.97%
AGBF | Price History
AGBF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Thomas Krouse $2,192,630.74
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 0.43%
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 $223,673.76
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 % 60.42%
Avg. Gain/Loss Ratio 0.93
AGBF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 33.75% 0.94%
Technology 23.84% 0.70%
Unallocated 9.31% 1.14%
Energy 7.50% 2.16%
Consumer Discretionary 7.16% -0.60%
Other 6.83% 0.96%
Consumer Staples 5.18% 0.01%
Industrials 2.18% 0.46%
Health Care 1.81% -1.56%
Real Estate 1.31% 0.29%
Materials 1.13% 1.26%
AGBF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
AGBF 0.85% -1.28% 0.90% -6.44%
S&P 500 0.54% -0.44% 0.00% 0.00%
NASDAQ 0.76% 0.00% 0.00% 0.00%
AGBF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 1.19% 0.46% 0.73%
Last 30 Days 1.10% 1.52% -0.42%
Last 3 Months -0.95% 5.06% -6.01%
Last 6 Months -8.61% 7.54% -16.15%
Last 12 Months 0.02% 17.79% -17.77%
Last 2 Years 20.44% 40.54% -20.10%
Last 3 Years 27.19% 56.94% -29.75%
Last 5 Years 14.74% 85.62% -70.88%
Last 10 Years -31.33% 185.23% -216.56%
Since Inception 117.41% 350.85% -233.44%
(Annualized) 5.05% 10.03% -4.98%
Data as of: 09/17/2018
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 335.98%
2 PBR 208.94%
3 WB 106.13%
4 JPM 102.32%
5 PRU 81.71%
Position Symbol Inception Return
1 AGQ -82.47%
2 FNMA -72.07%
3 RAD -59.88%
4 TUR -58.60%
5 ZNGA -56.35%