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:


  1. It’s interesting: so far as we can tell, most of this content is not available in the tools available to “normal” folks and it’s stuff we’ve found useful.
  2. It’s evolving: our current suite of tools is slated to expand as we add more functions that we, personally, have needed or wanted.
  3. It’s responsive: we’re trying to make our tools as useful as possible. If you can show us something that would make the site better and if it’s within our capabilities, we’ll likely do it.


From the beginning we have sought to provide individual investors and financial advisers a unique set of search tools to help cull through the overabundance of fund choices available today.


Thanks to your loyal support and continued feedback, the site’s evolved significantly since going live five years ago. A primer can be found in the latest webinar material and from screenshots available in the upper right corner of the welcome page.


New MulitSearch features this month include criteria to select funds based on Return Greater Than Yield, Yield Ratings, and Industry Sector Allocations, as described in this month’s commentary.


As always, if you see anything amiss or have suggestions for improvement, let us know and we will respond soonest.


Can’t thank you enough for your continued support!


Please enjoy the latest data and site features.