The Decline Continues

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 …

MFO Charts Now Live with February 2022 Ratings Update

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. …

21 In 21 Plus Annuity Modeling and New Taper Periods

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 …

Drawdown Occurs (Almost) Every Calendar Year

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 …

Early Cycle Metrics and Expanded MultiSearch Headers

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, ratings will be posted within 2-3 days of month close, instead of …

Super Bulls, Decadal Metrics, After Tax Ratings, and Adjustable Columns

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 …

Styled Excel Export Option with August Update

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 …