• INCEPTION (08/09/2009)

  • 8 YRS
  • AVG. ANNUAL RETURN

  • 1.30%
  • S&P RETURN

  • 14.31%
(GFINL) AdvisorCFA's Global Financial Fund

GFINL Growth of $10,000

GFINL Model
GFINL Composite
S&P 500

GFINL Month By Month (As Of: 07/19/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GFINL YTD S&P YTD
20182.60%-5.74%-2.51%-0.42%-0.25%-0.20%2.17%------4.51% 6.00%
20171.95%0.25%-1.04%2.93%0.53%1.45%2.80%0.10%2.39%1.42%1.87%0.32%15.92% 21.83%
2016-8.01%1.11%5.20%2.25%1.39%-1.22%2.63%1.16%-1.25%-0.97%12.86%-0.07%14.75% 11.96%
2015-2.22%3.87%-1.34%1.67%1.95%-2.46%0.18%-6.34%-5.48%4.26%-0.55%-4.67%-11.20% 1.38%
2014-3.09%7.50%-0.96%1.13%3.70%2.19%-2.11%2.51%-7.30%0.71%-0.26%-2.39%0.85% 13.69%
20134.99%-0.55%1.60%1.66%-1.12%-3.18%3.30%-4.02%3.40%3.65%0.78%2.83%13.70% 32.39%
20128.67%2.26%-0.55%-3.45%-9.56%3.88%0.57%2.71%4.70%1.39%-1.40%1.67%10.21% 16.00%
2011-0.87%2.87%-0.69%1.33%-4.43%-3.58%-2.62%-0.87%-13.47%9.52%-2.42%-4.83%-19.65% 2.11%
2010-2.57%3.79%7.06%0.02%-8.90%-2.31%4.25%-2.76%-2.13%1.65%-3.15%3.45%-2.62% 15.06%
2009-------1.22%6.33%-5.72%0.68%-1.51%0.63% 11.68%
Returns greater than 5%
Returns less than -5%

GFINL Top 5 Holdings


Symbol Name Current Price % Fund
FAS Dirx Daily Finl Shs $67.19 8.82%
CVGW Calavo Growers Inc $94.55 4.97%
KKR KKR & Co Inc $26.37 4.62%
IBN ICICI Bank Shs Sponsored American Depositary Recei $8.10 3.51%
C Citigroup Inc $68.36 2.99%
Total 24.91%

GFINL Skill Metrics


Over the past years, Thomas has invested in a total of 116 stocks at one time or another and made money on 53 (45.69%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 45.69%
Trading Skills Avg. Gain/Loss Ratio 1.58