October Update Marks MFO Premium’s 5th Year Anniversary

On Sunday 8 November, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through October 2020.   MFO Premium launched five years ago this month. In David’s “Invitation To Join” letter of 19 November 2015, he highlighted three special characteristics the new site offered subscribers:   It’s interesting: […]

Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on this past Sunday, 4 October, reflecting performance through September 2020 or 3rd Quarter.   The MFO Fund Family Scorecard reveals 31 families (like Winning Points, Huber, Saratoga) where every fund has underperformed since launch by an average of -3.2% per […]

Damage Assessment: MFO Ratings Updated Through March 2020

All fund risk and return metrics, ratings, and analytics were uploaded yesterday to MFO Premium, reflecting performance through March 2020. It was a bad month. The pandemic’s economic impact is reminiscent of the financial crisis, only transpiring much faster. The world was unprepared. Hearing about “CV-19” at first seemed remote and contained, like the term […]