When you're looking for someone to help you invest, the most important information you can have is his or her personal investing track record. A personal track record is very different from a track record on a mutual fund, which most investors use and has most often built by a different manager than the current fund manager managing your money. Marketocracy has more detailed track records on more individuals than anyone in the world and that helps us to zero in on the best, most skilled investors, assess when is a good time to invest in their portfolio, and when its a good time to sell.
This is the track record for mFOLIO Master, Thomas Krouse's AGBF Global Balanced model portfolio at Marketocracy and I think you'll be impressed. We like it so much that we've created a mFOLIO, advisorCFA:AGBF, which tracks the stocks in his model portfolio for our affiliate, Marketocracy Capital Management LLC. To find out more about opening a managed account and investing in the advisorCFA:AGBF mFOLIO, click here.
On this page we show various Performance charts and tables for Thomas Krouse's AGBF model fund. The kind you would typically see at other financial websites and publications that track the performance of a fund; but importantly not the track record of the manager managing the fund. The track record of a fund typically has been delivered by several managers and several analysts that are no longer managing the fund. Even though it is the manager that will deliver the future performance your investment is depending upon.
Inception Date: 12/20/2002
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Returns are after all implied fees including 5c/share transaction fees, SEC fees, management and administration fees of 1.95% |
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09/08/10 |
MTD |
QTD |
YTD |
| AGBF |
-0.33% |
-0.71% |
-8.63% |
-31.12% |
| S&P 500 |
0.64% |
4.77% |
7.05% |
-0.07% |
| DOW |
0.45% |
3.72% |
6.27% |
-0.39% |
| Nasdaq |
0.90% |
5.43% |
5.67% |
-1.78% |
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| AGBF Returns |
| Last Week | -2.21% |
| Last Month | -13.24% |
| Last 3 Months | -11.52% |
| Last 6 Months | -30.73% |
| Last Year | -31.66% |
| Last 2 Years | -27.79% |
| Last 3 Years | -36.79% |
| Last 5 Years | -8.29% |
| Since Inception | 127.94% |
| (Annualized) | 11.25% |
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| S&P500 Returns |
| Last Week | 1.76% |
| Last Month | -2.33% |
| Last 3 Months | 1.63% |
| Last 6 Months | -3.52% |
| Last Year | 9.34% |
| Last 2 Years | -9.15% |
| Last 3 Years | -19.09% |
| Last 5 Years | -0.85% |
| Since Inception | 43.09% |
| (Annualized) | 4.75% |
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| Returns vs S&P500 |
| Last Week | -3.97% |
| Last Month | -10.91% |
| Last 3 Months | -13.15% |
| Last 6 Months | -27.20% |
| Last Year | -41.01% |
| Last 2 Years | -18.64% |
| Last 3 Years | -17.70% |
| Last 5 Years | -7.44% |
| Since Inception | 84.85% |
| (Annualized) | 6.51% |
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| Alpha |
7.34% |
| Beta |
1.33 |
| R-Squared |
0.62 |
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| 5 MOST PROFITABLE |
| Name |
Symbol |
Inception Return |
| ALIGN TECHNOLOGY |
ALGN |
$256,524.25 |
| PETROLEO BRASILEIRO S.A. ADS |
PBR |
$232,384.96 |
| CENTRAL EUROPEAN DSTR |
CEDC |
$189,022.44 |
| OAO Mechel |
MTL |
$177,507.72 |
| TURKCELL ILETISIM HIZMET A.S |
TKC |
$174,659.15 |
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| 5 LEAST PROFITABLE |
| Name |
Symbol |
Inception Return |
| CHARTER COMMUNIC'A' |
CHTRQ |
-$161,931.59 |
| ProShares UltraShort QQQ |
QID |
-$129,206.94 |
| HQ Sustainable Maritime Indust |
HQS |
-$120,681.73 |
| ProShares UltraShort Real Esta |
SRS |
-$110,886.94 |
| ELAN CORP ADS |
ELN |
-$91,114.89 |
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| Generated 09/09/2010 04:25 |
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