Styled Excel Export Option with August Update

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 100 consistent out-performers, filtered down from 10,000 fund offerings.

 

[On that same day four civilian astronauts were launched into space with a SpaceX Falcon rocket, embarking on a 3-day mission orbiting Earth.]

 

Here is a compilation of All Things Bradford on MFO since we started collaborating in 2018, most recent on top:

 

 

Yesterday we went live with an enhancement that enables users to export all MFO Premium tables to formatted Excel spreadsheets, which means risk and return ratings will now retain their color styles. It’s pretty cool … thanks to Allan Jardine of SpryMedia and associate Paul Jones.

 

I’m in Chicago this week attending Morningstar’s Investment Conference. In one keynote session, Rob Arnott of Research Affiliates and Catherine Wood of ARK Investment Management will debate “Gloom or Boom? Two Wildly Different Perspectives on Equity Valuations.” If you happen to be attending as well, please give a call-out.

 

The September 3Q performance update should drop by Sunday, 3 October.

 

As always, if you see anything amiss or have suggestions for improvement, let us know and we will respond soonest.

Mid-Year Update Brings Rolling Batting Averages and Trend Ratings

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.

 

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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 of you that want to tailor your searches to specific metrics, say just 20 or 50 or 100 of the more than 600 data columns available, this upgrade satisfies.

 

Tomorrow, Independence Day, Sunday, 4 July, month-ending June data will be uploaded, enabling review of mid-year performance.

 

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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.

 

First is the ability to store viewing preferences, as described in this month’s MFO piece Introducing MFO Premium’s Saved Preferences Feature. David notes: “You just have to choose once how many of our 600 data columns you want, by default, to see.”

 

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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.

 

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“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 screens with numerous criteria. Now just click “Run” next to your saved search.

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