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, we will try to post ratings within 2-3 days of month close, …

Continue reading “Early Cycle Metrics and Expanded MultiSearch Headers”

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 …

Continue reading “Super Bulls, Decadal Metrics, After Tax Ratings, and Adjustable Columns”

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 …

Continue reading “Styled Excel Export Option with August Update”

Still coming to you live from Bellingham, WA in the beautiful Pacific Northwest on Lake Whatcom. It’s been a busy month!   We hosted an impromptu webinar on Friday, 30 July to support a request on the MFO Discussion Board. Here is link to the video recording.  

On Independence Day, Sunday, 4 July, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through June 2021.   Thanks to all that participated in our Mid-Year Review webinar on Thursday, 15 July. For your reference, here are links to the briefing charts and video recording.  

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 …

Continue reading “MultiSearch’s New Quick-and-Easy Results Table Customization”

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.   …

Continue reading “Lipper Leaders, Equity Portfolio Ratings, and Debt Holdings Among New MultiSearch Features”

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.