MFO Premium Site Webinar – Wednesday, 22 July 2020

Thank you all for participating in our latest webinar. Here is link to chart deck. Here is link to video recording. ——————————————- On Wednesday, 22 July, we will host a webinar discussing latest site features, including: Searchable Holdings Data (Company, Country, Industry) Expanded Equity Portfolio Metrics Multi-Year and Ferguson Ratings Yearly Return and Fixed Periods […]

June MFO Ratings Update

This past Sunday, 5 July, all fund risk and return metrics, ratings, and analytics were uploaded to the site, reflecting performance through June 2020. In the three months since March’s steep decline, just about all asset classes have advanced, some dramatically, especially technology. To review funds during this period, MultiSearch users can set Display period […]

Nine New Evaluation Periods

Nine new evaluation (or display) periods have been added to the main MultiSearch tool, bringing total available now to 57. The new periods all key on events since the Great Financial Crisis, ever more commonly referred to as “GFC.” The same nine have also been added to the Portfolios tool. The new periods can be […]

Damage Assessment: MFO Ratings Updated Through March 2020

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 […]

New Decade Begins: MFO Ratings Updated – January 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 Januray. It’s delivered […]

MFO Premium Site Webinar – Wednesday, 15 January 2020

Thank you all for participating in yesterday’s webinar. Here is link to chart deck. Here is link to video recording. ——————————————— This coming Wednesday, January 15th, we will host a webinar discussing latest features of the MFO Premium search tool site. Topics covered will include the new home page and user portal, the MultiSearch Portfolios […]