On Independence Day, Sunday, 4 July, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through June 2021. Thanks to all that participated in our Mid-Year Review webinar on Thursday, 15 July. For your reference, here are links to the briefing charts and video recording.
Category Archives: Site Updates
July 15 MFO Premium Webinar Material
MultiSearch’s New Quick-and-Easy Results Table Customization
On Thursday, 8 June, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through May 2021. Today, Saturday, 3 July, a new MultiSearch Column Selection interface went live. It enables quick-and-easy customization of metric groups and individual metrics, resulting in a much more responsive tool. For those …
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Lipper Leaders, Equity Portfolio Ratings, and Debt Holdings Among New MultiSearch Features
On May Day all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through April 2021. This month, several new features are running live in MultiSearch, the site’s main screening tool. Most of these upgrades were encouraged by our subscribers with whom I’ve enjoyed several Zoom sessions. …
Lots of “100 Club” Funds In March 2021 MFO Ratings Update
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.
MFO Premium Webinar – Thursday, 15 April 2021
Redesigned MultiSearch User Interface
“Dashboard of Launch Alerts” Among Several New Features In Latest Update
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 …
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2020 Year-end MFO Ratings Update
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 …
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