January 2023 IssueLong scroll reading

MFO Premium Webinar, 2022 Year End Review

By Charles Boccadoro

On Friday, 6 January, we will be conducting our year-end webinar to review funds and MFO Premium. If you can make it, please join us by registering here. There will be just one session this year: 9 a.m. Pacific (noon Eastern).

We will use MultiSearch Pre-Set screens and other custom criteria to review fund performance in 2022. MultiSeach is the site’s main tool, enabling searches with numerous screening criteria. We will also demo some of the many features across the site.

MFO Premium includes the following suite of search tools, several with free access (emboldened below):

  • MultiSearch
  • Great Owls
  • Fund Alarm (Three Alarm and Honor Roll)
  • Averages
  • Dashboard of Profiled Funds
  • Dashboard of Launch Alerts
  • Portfolios
  • Quick Search
  • Fund Family Scorecard

The site also enables the following analyses:

  • Charts
  • Compare
  • Correlation
  • Rolling Averages
  • Trend
  • Ferguson Metrics
  • Calendar Year and Period Performance

MFO Charts, as described here, was a significant upgrade this year.

Hope you can join us in the New Year!

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About Charles Boccadoro

Charles Boccadoro, BS (MIT), Post Graduate Diploma (von Karman Institute, BELGIUM). Associate editor, data wizard. Described by Popular Science as “enthusiastic, voluble and nattily-dressed,” Charles describes himself as “a recently retired aerospace engineer.” He doesn’t brag about a 30 year career that included managing Northrop Grumman’s Quiet Supersonic Platform and Future Strike Systems projects, working with NASA and receiving a host of industry accolades. Charles is renowned for thoughtful, data-rich analyses and is the driving force behind the Observer’s fund ratings and fund screeners.