“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 …

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 …

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 …

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 …