Drawdown Occurs (Almost) Every Calendar Year

On Friday, 3 December, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through November 2021. Refinitiv should drop month-ending December data, capping 2021, about 5 a.m. Pacific time on New Year’s Day. With luck, we will post year-end fund results tomorrow evening.   We added a couple of features to MultiSearch this past month worth …

Early Cycle Metrics and Expanded MultiSearch Headers

On Thursday, 4 November, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through October 2021. The drop occurred a few days earlier than planned, thanks to Refinitiv including latest month ending data in their daily drop. Going forward, ratings will be posted within 2-3 days of month close, instead of …

Super Bulls, Decadal Metrics, After Tax Ratings, and Adjustable Columns

On Wednesday, 6 October, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through September 2021, the year’s 3rd quarter.   Concurrent with the ratings update, two new evaluation periods were added to MultiSearch, nicknamed “Super Bull 1 & 2.” These bulls don’t acknowledge that the steep declines of Black Monday …

Styled Excel Export Option with August Update

On Sunday, 5 September, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through August 2021.   On Wednesday, 15 September, Brad Ferguson of Indianapolis-based Halter Ferguson Financial joined our webinar to discuss his new Mega Ratio and how he uses it to quickly glean a list of …

MultiSearch’s New Quick-and-Easy Results Table Customization

On Thursday, 8 June, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through May 2021.   Today, Saturday, 3 July, a new MultiSearch Column Selection interface went live. It enables quick-and-easy customization of metric groups and individual metrics, resulting in a much more responsive tool. For those …

Lipper Leaders, Equity Portfolio Ratings, and Debt Holdings Among New MultiSearch Features

On May Day all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through April 2021.   This month, several new features are running live in MultiSearch, the site’s main screening tool. Most of these upgrades were encouraged by our subscribers with whom I’ve enjoyed several Zoom sessions.   …