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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.  
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Achievements

AdvisorCFA's Global Energy Fund

ENRGY | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 28.02% 1.62%
Small Cap : Blend 15.65% 0.74%
Mid Cap : Growth 15.05% 1.81%
Unclassified Market Cap : Unclassified Style 10.64% 1.53%
Large Cap : Blend 9.46% 2.73%
Large Cap : Value 7.92% 0.56%
Micro Cap : Value 3.63% 3.82%
Micro Cap : Growth 2.77% -31.35%
Mid Cap : Blend 2.76% 2.35%
Small Cap : Growth 2.72% 1.59%
Mid Cap : Value 1.36% 0.77%
Small Cap : Value 0.02% -0.16%
ENRGY | Price History
ENRGY | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Thomas Krouse $1,769,216.54
Inception: Ticker Symbol: # of Securities:
December 19, 2002 ENRGY 50
Description:

Global Energy fund. This fund will seek to provide the highest total return. The fund will consist of a diversified portfolio of energy and related companies.

ENRGY | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months N/A
Last 12 Months 11.81%
ENRGY | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 PBR $952,541.53
2 SH $574,508.80
3 PTR $511,494.63
4 TNT $471,792.52
5 TWM $386,033.41
Position Symbol Gains
1 CGA -$234,224.60
2 AGQ -$202,138.18
3 RWM -$192,679.94
4 KEGXQ -$147,952.48
5 GU -$132,199.85
ENRGY | Skill Metrics
All Positions
Winning % 51.26%
Avg. Gain/Loss Ratio 1.92
ENRGY | Fund Positions by Sectors and Industries
Color Name Allocation Today
Energy 31.38% 2.41%
Unallocated 19.58% 0.76%
Technology 13.91% 4.05%
Materials 11.22% 1.06%
Financials 10.48% 0.89%
Consumer Staples 6.80% 2.73%
Industrials 5.19% -19.41%
Other 1.44% 1.22%
ENRGY | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
ENRGY 1.48% -2.41% -5.74% -10.24%
S&P 500 0.54% -0.44% 0.00% 0.00%
NASDAQ 0.76% 0.00% 0.00% 0.00%
ENRGY | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 1.48% 0.46% 1.02%
Last 30 Days -0.46% 1.52% -1.98%
Last 3 Months -5.33% 5.06% -10.39%
Last 6 Months -13.12% 7.54% -20.66%
Last 12 Months -1.79% 17.79% -19.58%
Last 2 Years 14.29% 40.54% -26.25%
Last 3 Years 17.67% 56.94% -39.27%
Last 5 Years -29.85% 85.62% -115.47%
Last 10 Years -61.53% 185.23% -246.76%
Since Inception 74.34% 350.85% -276.51%
(Annualized) 3.59% 10.03% -6.44%
Data as of: 09/17/2018
ENRGY | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
ENRGY | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 SLB 561.68%
2 PBR 237.51%
3 MKSI 196.67%
4 AEIS 163.74%
5 RDS.A 156.35%
Position Symbol Inception Return
1 TDW -98.11%
2 NAO -91.09%
3 WFT -86.54%
4 AGQ -83.79%
5 TORZ -76.94%