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All fund risk and return metrics, ratings, flows, and analytics were uploaded to MFO Premium on Saturday, 3 January, reflecting performance through December 2025 and providing an opportunity to examine year-end market performance. In 1999, my father Carlo, a beautiful and kind man, asked me to be trustee of his estate. Most of his life savings were in equities, …
Continue reading “A Good Year”
Here are links to chart deck and video … MFOP 2025 Mid-Year Review Chart Deck MFOP 2025 Mid-Year Review Webinar Video ———– We’ve scheduled our mid-year review webinar for Thursday, 3 July at 11 am Pacific (2pm Eastern). We will use MultiSearch ANALYTICS and PreSet Screens to highlight performance of funds across different market segments. Please join us …
Continue reading “TGN Bull Extends, Plus 2025 Mid-Year Review”
Thank you all for participating in our 2024 Year-End Review, which included market updates and demos of latest site features. Here is link to chart deck. And here’s link to video recording. Please don’t hesitate to reach-out, always.
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, Saturday, 4 January, reflecting performance through end of year 2024. The upload included fund flow data through Friday, 3 January. We’ve scheduled our year-end review webinar this Wednesday (tomorrow), 8 January at 11 am Pacific (2pm Eastern). It will highlight performance of funds across …
Continue reading “TGN Bull Runs! Plus, Year-end Review 2024”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, Saturday, 29 June, reflecting performance through mid-year. Our latest fund flow data were uploaded yesterday, Monday, 8 July. Refinitiv drops the flow data on the 1st and 3rd Saturday of each month. We’ve scheduled our mid-year review webinar this Wednesday (tomorrow), 10 July at 11 …
Continue reading “Flows! Plus, MFO Mid-Year Review 2024”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Saturday, 30 December, reflecting performance through year-end. We used Refinitiv’s Friday data drop, which was last business day of year, to get an early peek at 2023 calendar year performance. We’ve scheduled our year-in-review webinar this Friday, 5 January. It will highlight performance …
Continue reading “December Brings S&P 500 To All-Time High”
Thank you all for participating in our 2023 Mid-Year Review, which included fund demographics, market update, and demos of latest site features. Here is link to chart deck. And here’s link to video recording. Please don’t hesitate to reach-out for a one-on-one chat. Something good always comes of such sessions.
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on Sunday 2 July, reflecting performance through June. Concurrent with the new cycle, described in this month’s MFO piece “Strong June Propels New Bull Market,” we introduced additional Display Period options in MultiSearch. The new periods include those covering The Great Normalization (TGN) cycle (full, bear, and …
Continue reading “Best Performing Funds Since COVID”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium yesterday, reflecting performance through May. The update uses Lipper’s Friday data drop, so return and drawdown performance is available through 2 June using our new Month To Date (MTD) display period. Despite pervasive skepticism based on: Russian invasion. China US tension. Inflation. Rising rates. Bank collapses. …
Continue reading “June Bloom: Welcome a New Bull Market”
Thank you all for attending our year-end webinar! Here is link to video recording. All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on New Year’s Day, reflecting performance through December. Similar to October, we used Lipper’s Friday data drop, which was last business day of year, to get an early peek at …
Continue reading “2022 Year-End Review Webinar”