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 […]

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 […]

Revised MultiSearch “Include” Options

Nearly all MFO fund ratings are relative to category peers. So, having an easy way to compare fund risk and return metrics against peer or category average performance is a helpful feature, which is precisely what the “Include Average” option enables in MultiSearch. When MultiSearch users select “Include Averages,” along with say Dodge & Cox […]

MFO Premium Site Webinar Charts & Video – Wednesday, 15 May 2019

We enjoyed our best webinar day yet with about 50 participants. I actually wore a tie (ha!) and displayed our new MFO Coffee Mug (thank you David) to mark the progress we’ve made on the site. Can’t thank you enough for your continued support! Please find link to charts here. Please find link to conference […]

MFO Premium Site Webinar Charts & Video – Tuesday, 15 January 2019

Thank you all for attending! Please find link to charts here. Please find link to conference video here. And, below is Brad’s beautiful big picture view … he was awesome!

Register for Webinar – 15 January 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Tuesday 15 January 2019 at 2pm and 5pm eastern … 11am and 2 pm pacific. Like last time, we will employ easy-to-use the Zoom web conferencing tool. Brad Ferguson of Halter Ferguson Financial will highlight how he uses the […]

New Webhost

Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015. The reason for the change is that Paypal recently started enforcing more up-to-date versions of TLS (Transport Layer Security) than were available on SiteGround’s server, so it stopped handshaking with our subscriber management software, called UserBase. That […]

2017 Performance of Largest Funds by AUM

A bit old news, but here are 2017 risk/return metrics for the top 10 US funds by assets under management (AUM), sorted by AUM. Eight index funds. Two ETFs SPY and IVV. Six Vanguard funds. The two actively managed funds, both American Funds, generate the about same fee annually $2.5B as the six Vanguard funds […]

Webinar – Premium Site Update – Thursday, 4 January 2018

We’ve enjoyed a wonderfully nice response to David’s year-end contribution challenge and held another webinar highlighting recent updates to Premium site. Here is link to discussion charts: Webinar Charts Here is link to video: Webinar Recording Thank you!