All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 31 July, reflecting performance through July 2022. When we run the monthly update that close to the last business day, we will normally re-run the ratings the following Saturday to pick up any late reporting funds. This past month that version …
Continue reading “Happy Preferencing!”
Thank you once again for participating in our Mid-Year Review and site update webinar! Here is link to chart deck. And here’s link to video recording. Enjoy!
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 3 July, reflecting performance through June 2022. [For the record, May performance was uploaded Sunday, 5 June.] June’s dismal returns ushered in a new bear market, unfortunately, based on the S&P 500 retracting 20% from its previous high of December 2021. This occurrence marks the end …
Continue reading “The Great Normalization”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Tuesday, 3 May, reflecting performance through April 2022. After a brief respite in March, markets continued to sell off in April, especially tech equity and nearly all bonds. The chart below once again depicts monthly and year-to-date (YTD) performance of the 11 State Street Sector ETFs, along …
Continue reading “The Decline Continues”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Friday, 4 March, reflecting performance through February 2022. The year is off to a poor start with most equity and bond funds retracting in the face of inflation, rising rates, and the crisis in Ukraine. Not exactly the normalcy we had anticipated after two years of Covid-19. …
Continue reading “MFO Charts Now Live with February 2022 Ratings Update”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on New Year’s Day, reflecting performance through December 2021. We plan to post the volatile January 2022 results late tomorrow. Nearly all funds should be included in tomorrow’s “incremental” drop from Refinitiv, but any omissions will be incorporated in the full monthly drop on Saturday. We hosted our year-end review …
Continue reading “21 In 21 Plus Annuity Modeling and New Taper Periods”
On Friday, 3 December, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through November 2021. Refinitiv should drop month-ending December data, capping 2021, about 5 a.m. Pacific time on New Year’s Day. With luck, we will post year-end fund results tomorrow evening. We added a couple of features to MultiSearch this past month worth …
Continue reading “Drawdown Occurs (Almost) Every Calendar Year”
On Thursday, 4 November, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through October 2021. The drop occurred a few days earlier than planned, thanks to Refinitiv including latest month ending data in their daily drop. Going forward, we will try to post ratings within 2-3 days of month close, …
Continue reading “Early Cycle Metrics and Expanded MultiSearch Headers”
On Wednesday, 6 October, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through September 2021, the year’s 3rd quarter. Concurrent with the ratings update, two new evaluation periods were added to MultiSearch, nicknamed “Super Bull 1 & 2.” These bulls don’t acknowledge that the steep declines of Black Monday …
Continue reading “Super Bulls, Decadal Metrics, After Tax Ratings, and Adjustable Columns”
On Sunday, 5 September, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through August 2021. On Wednesday, 15 September, Brad Ferguson of Indianapolis-based Halter Ferguson Financial joined our webinar to discuss his new Mega Ratio and how he uses it to quickly glean a list of …
Continue reading “Styled Excel Export Option with August Update”