!!! Gentle alert that our site is undergoing maintenance ... some functionality may be affected ... please save any work in progress ... will finish soonest.
Yesterday, Sunday 6 December, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through November 2020. November marked the second time this year that the S&P 500 posted a greater than 10% return. The other month was April, the beginning of the current bull market … 8 …
Continue reading “MFO Ratings Updated Through November … Another Big Month”
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: …
Continue reading “October Update Marks MFO Premium’s 5th Year Anniversary”
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 …
Continue reading “Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update”
On Monday 7 September, Labor Day, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through August 2020. There are now more than 10,000 US funds (OEFs, ETFs, CEFs). 10,007 to be precise. That excludes Insurance Funds, which number 2,107. Add in all share classes and the …
Continue reading “An Overkill of Funds in August MFO Ratings Update”
Thank you all for participating in our latest webinar. Here is link to chart deck. Here is link to video recording.
All fund risk and return metrics, ratings, and analytics reflecting performance through July 2020 were uploaded to MFO Premium on Tuesday, 4 August. There’s a lot worth pointing out this month …
This past Sunday, 5 July, all fund risk and return metrics, ratings, and analytics were uploaded to the site, reflecting performance through June 2020. In the three months since March’s steep decline, just about all asset classes have advanced, some dramatically, especially technology. To review funds during this period, MultiSearch users can set Display …
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through May 2020. The S&P 500 continues to recover from its March lows, now off just a few percent YTD. The rebound has been driven mostly by the tech leaders: Microsoft, Apple, Amazon, Google, and Facebook. These five …
Continue reading “Rebound Continues … MFO Ratings Updated Through May 2020”
Nine new evaluation (or display) periods have been added to the main MultiSearch tool, bringing total available now to 57. The new periods all key on events since the Great Financial Crisis, ever more commonly referred to as “GFC.” The same nine have also been added to the Portfolios tool.
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through April 2020, which was the first positive month for S&P 500 this year. Considering the shock to global economies caused by CV-19, year-to-date returns don’t seem so bad … S&P 500 off just 9.3% (thank you FAAMG). …