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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 …
Continue reading ““Dashboard of Launch Alerts” Among Several New Features In Latest Update”
Yesterday, Sunday, 3 January, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2020. Given how far markets tumbled in March, most funds ended the year in positive territory, some very positive.
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 …
Continue reading “MFO Premium Webinar: Guest Lynn Bolin and Back To Basics”
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 …
Continue reading “MFO Ratings Updated Through November … Another Big Month”
On Sunday 8 November, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through October 2020. MFO Premium launched five years ago this month. In David’s “Invitation To Join” letter of 19 November 2015, he highlighted three special characteristics the new site offered subscribers: It’s interesting: …
Continue reading “October Update Marks MFO Premium’s 5th Year Anniversary”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on this past Sunday, 4 October, reflecting performance through September 2020 or 3rd Quarter. The MFO Fund Family Scorecard reveals 31 families (like Winning Points, Huber, Saratoga) where every fund has underperformed since launch by an average of -3.2% per …
Continue reading “Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update”
On Monday 7 September, Labor Day, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through August 2020. There are now more than 10,000 US funds (OEFs, ETFs, CEFs). 10,007 to be precise. That excludes Insurance Funds, which number 2,107. Add in all share classes and the …
Continue reading “An Overkill of Funds in August MFO Ratings Update”
Thank you all for participating in our latest webinar. Here is link to chart deck. Here is link to video recording.
All fund risk and return metrics, ratings, and analytics reflecting performance through July 2020 were uploaded to MFO Premium on Tuesday, 4 August. There’s a lot worth pointing out this month …
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 …