Charles’ Balcony

charles balconySince his debut in February 2012, my colleague Charles Boccadoro has produced some exceedingly solid, data-rich analyses for us, including this month’s review of the risk/return profiles of the FundX family of funds.  One of his signature contributions was “Timing Method Performance Over Ten Decades,” which was widely reproduced and debated around the web.

We’re pleased to announce that we’ve collected his essays in a single, easy-to-access location.  We’ve dubbed it “Charles’ Balcony” and we even stumbled upon this striking likeness of Charles and the shadowy Ed Studzinski in situ.  I’m deeply hopeful that from their airy (aerie or eery) perch, they’ll share their sharp-eyed insights with us for years to come.

No Load MFO Ratings

We’ve eliminated load from our […]

A Low Cost Alternative To One USAA Managed Portfolio

USAA was founded in San […]

Vanguard’s Quantitative Equity Group

Our colleague Ed remained curious […]

Morningstar’s ETF Conference – Chicago 2016

The good folks at Morningstar […]

The Diversified Portfolio of Less Correlated Asset Classes

“… over the long term […]

Fund Facts

At the recent Chicago conference, […]

Morningstar Conference: Grasping at Straws, Department of Labor’s Fiduciary Rule, and Vanguard CEO McNabb

During our annual (sometimes bi-annual) […]

Meb Faber Podcast

Meb recently debuted his new […]

On Financial Planners

A family friend recently asked […]

Fund Family Scorecard

Originally published in May 1, 2016 Commentary […]

Share Classes

Originally published in April 1, 2016 […]

MFO Rating Metrics

Originally published in March 1, 2016 […]

Smallest, Shortest, Lowest

Originally published in February 1, 2016 […]

Premium Site Update

Originally published in January 1, […]

Category Averages

Originally published in December 1, […]

Comparing Lipper Ratings

Originally published in November 1, […]

Some Morningstar ETF Conference Observations

Originally published in October 1, […]

Thinking outside the model is hazardous to one’s wealth…

Originally published in October 1, […]

MFO Switches To Lipper Database

Originally published in October 1, 2015 […]

Checking in on MFO’s 20-year Great Owls

Originally published in September 1, 2015 […]

James Balanced Golden Rainbow Fund (GLRBX/GLRIX), August 2015

Objective and Strategy The James […]

Morningstar Investment Conference 2015 Notes

Originally published in July 1, […]

Outliers

Originally published in June 1, […]

How Good Is Your Fund Family? An Update…

Originally published in May 1, […]

Identifying Bear-Market Resistant Funds During Good Times

Originally published in April 1, […]

Meb Faber’s New Book

Originally published in March 1, 2015 […]

Whitebox Tactical Opportunities 4Q14 Conference Call

Originally published in March 1, 2015 […]

TrimTabs Float Shrink ETF (TTFS), Feburary 2015

Objective and Strategy The AdvisorShares […]

Newest ETFs from Cambria Funds and AlphaArchitect

Originally published in January 1, 2015 […]

Where In The World Is Your Fund Adviser?

Originally published in January 1, 2015 […]

ValueShares US Quantitative Value (QVAL), December 2014

Objective and Strategy The ValueShares […]

Mediocrity and Frustration

Originally published in November 1, […]

Morningstar ETF Conference Notes

Originally published in October 1, 2014 […]

Why Am I Rebalancing?

Originally published in September 1, 2014 […]

Recovery Time

Originally published in August 1, 2014 […]

Update – Meb Faber gets it right in interesting ways

Originally published in July 1, […]

How Good Is Your Fund Family?

Originally published in June 1, 2014 […]

The Existential Pleasures of Engineering Beta

Originally published in May 1, 2014 […]

Ten Market Cycles

Originally published in April 1, […]

Morningstar’s Risk Adjusted Return Measure

Originally published in March 1, […]

Impact of Category on Fund Ratings

Originally published in February 1, […]

In Search of Persistence

Originally published in January 1, […]

Three Alarm Funds Redux

Originally published in December 1, […]

Comparing Lists of “Best Funds”

Originally published in November 1, […]

Permanent Loss of Capital

Originally published in November 1, […]

Whitebox Tactical Opportunities Conference Call

Originally published in October 1, […]

FundX Upgrader Fund (FUNDX), September 2013

Objective and Strategy The FUNDX […]

Dashboard of MFO Profiled Funds

Originally published in August 1, […]

Fairholme Fund (FAIRX) – What a Difference a Decade Makes

From the Mutual Fund Observer […]

Timing Method Performance Over Ten Decades

Originally published in July 1, […]