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. […]
Thank you all for participating in our latest webinar! Here is link to chart deck. And here’s link to video recording recording. Enjoy!
On Sunday, 7 March all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through February 2021. On Wednesday, 17 March MultiSearch received three new enhancements … Exclude Categories. Users can now select, for example, US Equity Funds subtype, while excluding funds in the Specialized Diversity Equity, […]
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 […]
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 […]
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 […]
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 […]
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 …