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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 …
Continue reading “Damage Assessment: MFO Ratings Updated Through March 2020”
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through February 2020. February marked the 11th full year of the current bull market, which began March 2009. But that was little conciliation to equity investors who suffered one of worst months in recent history with the …
Continue reading “MFO Ratings Updated Through February 2020”
All fund risk and return metrics, ratings, and analytics were uploaded yesterday morning to MFO Premium, reflecting performance through January 2020. While the decade for equity funds began flat or mixed, bonds were up, especially long-term (e.g., TLT +7.0%). Dodge & Cox Income (DODIX), a long-time MFO Great Owl, returned 1.6% in January. It’s delivered …
Continue reading “New Decade Begins: MFO Ratings Updated – January 2020”
Thank you all for participating in yesterday’s webinar. Here is link to chart deck. Here is link to video recording.
Yesterday, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2019 … end of the decade. The decade brought us …