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.   …

Lots of “100 Club” Funds In March 2021 MFO Ratings Update

On Sunday, 4 April all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through March 2021.   David mentions numerous “100 Club” funds in his April commentary. He coined the term “100 Club” for funds doubling investor returns these past 12 months. Some funds even exceeded 200% return.   …

Redesigned MultiSearch User Interface

On Sunday, 7 March all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through February 2021.   On Wednesday, 17 March MultiSearch received three new enhancements …   Exclude Categories. Users can now select, for example, US Equity Funds subtype, while excluding funds in the Specialized Diversity Equity, …

“Dashboard of Launch Alerts” Among Several New Features In Latest Update

On Sunday, 7 February, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through January 2021. The release includes a MultiSearch upgrade enabling users to store search criteria, like Watchlists and Portfolios, as described in this month’s MFO commentary. The new feature is particularly helpful when employing various …

MFO Premium Webinar: Guest Lynn Bolin and Back To Basics

Thank you all for participating in our latest webinar. Special thanks to Lynn Bolin! It was our best attended webinar yet.   Here is link to chart deck of morning session with Lynn. It includes his charts.   And here’s link to video recording of the session.   The afternoon session was more of an …

MFO Ratings Updated Through November … Another Big Month

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 …