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Thank you all for participating in our 2026 Mid-Year Review! Here is link to chart deck. And here’s link to video recording. Warning: The beginning and end of the video is more of a chat session with my dear colleague (and super MFOP user) Lynn Bolin about the site and markets. Special …
Continue reading “Mid-Year Webinar 2026 – Bull Market Approaches 4-Year Mark”
Chart below is an update of one in MFO article You Too Can Start an ETF, published in January 2025. At this year’s Morningstar Investment Conference, Bryan Armour discussed the industry wide rotation at a session called The ETF Takeover. He was kind enough to share the session’s definitive chart deck. Will update …
Below is a new plot depicting S&P 500 Resilient Performance across 100-plus years spanning ten market cycles and 16 recessions. I’ve been doing versions of this plot since 2014, seems like, but was inspired to do better after seeing two Morningstar articles with really good graphics: The Beautiful Chart That Busts 3 Stock Market Myths and Stock Market …
Created One Hundred Years page, which compiles US stock and bond market risk and return data since January 1926 in single place. The data in this page have formed the basis of several articles and posts on MFO and MFOP on long-term performance and cycles (e.g., Strong June Propels New Bull Market [July 2023]). It …
Created new page called Demographics, which provides an aerial view … an Our World of Funds perspective. Here’s a chart depicting MFO Premium’s Asset Universe … You will see by the numbers that it’s a big world! Likely bigger than it should be, by count at least. The Demographics page presents a series …
All fund risk and return metrics, ratings, flows, and analytics were uploaded to MFO Premium on Saturday, 3 January, reflecting performance through December 2025 and providing an opportunity to examine year-end market performance. In 1999, my father Carlo, a beautiful and kind man, asked me to be trustee of his estate. Most of his life savings were in equities, …