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Category Archives: Site Updates

2020 Year-end MFO Ratings Update

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.  

Posted byCharles BoccadoroJanuary 4, 2021January 5, 2021Posted inFund Updates, Site Updates

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 […]

Posted byCharles BoccadoroJanuary 2, 2021January 7, 2021Posted inGetting Most of MFO Premium, Site Updates

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 […]

Posted byCharles BoccadoroDecember 7, 2020January 1, 2021Posted inFund Updates, Site Updates

An Overkill of Funds in August MFO Ratings Update

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 […]

Posted byCharles BoccadoroSeptember 16, 2020October 9, 2020Posted inFund Updates, Site Updates

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.  

Posted byCharles BoccadoroAugust 11, 2020September 14, 2020Posted inGetting Most of MFO Premium, Site Updates

MFO Ratings Updated Through July 2020 … New Bull Market

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 …  

Posted byCharles BoccadoroAugust 10, 2020September 14, 2020Posted inFund Updates, Site Updates

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 […]

Posted byCharles BoccadoroJuly 7, 2020September 14, 2020Posted inGetting Most of MFO Premium, Site Updates

Rebound Continues … MFO Ratings Updated Through May 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through May 2020. The S&P 500 continues to recover from its March lows, now off just a few percent YTD. The rebound has been driven mostly by the tech leaders: Microsoft, Apple, Amazon, Google, and Facebook. These five […]

Posted byCharles BoccadoroJune 9, 2020September 14, 2020Posted inSite Updates

Nine New Evaluation Periods

Nine new evaluation (or display) periods have been added to the main MultiSearch tool, bringing total available now to 57. The new periods all key on events since the Great Financial Crisis, ever more commonly referred to as “GFC.” The same nine have also been added to the Portfolios tool.  

Posted byCharles BoccadoroMay 27, 2020September 14, 2020Posted inSite Updates

MFO Ratings Updated Through April 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through April 2020, which was the first positive month for S&P 500 this year. Considering the shock to global economies caused by CV-19, year-to-date returns don’t seem so bad … S&P 500 off just 9.3% (thank you FAAMG). […]

Posted byCharles BoccadoroMay 6, 2020September 14, 2020Posted inFund Updates, Site Updates

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Recent Posts

  • 2020 Year-end MFO Ratings Update
  • MFO Premium Webinar: Guest Lynn Bolin and Back To Basics
  • MFO Ratings Updated Through November … Another Big Month
  • October Update Marks MFO Premium’s 5th Year Anniversary
  • Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update

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