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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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 overview given the number of new users to site.

 

Here is link to chart deck of afternoon “back-to-basics” session.

 

And here’s link to video recording of the afternoon session.

 

Enjoy!

 

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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 months ago … or was that 80 years ago?

 

Ever since, equity performance has been remarkable: NASDAQ up 58.4%. Russell 3000 up 46.3%. Emerging markets up 44.6%. S&P 500 up 41.8%.

 

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