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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Will also soon be combining performance from funds converted to ETFs, like JSISX to JFLX, in order to have history post conversion. Unfortunately, with these conversation, history pre-conversion is lost since a new CUSIP gets assigned. For such conv…
The update reflects five new ETFs thanks to long-time subscriber Alfred's suggestion: PHYS, PSLV, CEF, SPPP, GDLC. The first four are Sprott ETFs, actually based in Canada but trade easily on US platforms like Schwab.
Just posted latest ratings to MFO Premium site using Refinitiv data drop through Friday, 30 January 2026. Used MTD data to get early look at ratings through January.
@stayCalm. Mostly, no. The mid-month updates info on name, holdings, open/closed status, and the like. Just APR and MAXDD metrics and rating are updated for two evaluation periods: Month-To-Date (MTD) period and Weeks-To-Date (WTD) period, which com…
Just posted latest ratings and flows to MFO Premium site using Refinitiv data drop through Friday, 2 January 2026. So, opportunity for year-end review.
Just posted all ratings to MFO Premium site using Refinitiv data drop through Friday, 28 November 2025. Was able to use month-to-date numbers to get head start on full data drop, which comes next Saturday.
Despite all the bubble talk, buying the di…
Just updated all ratings to MFO Premium site, using Refinitiv data drop through Friday, 21 November 2025. Monthly flow tools updated through October and the daily FLOW tool updated through Friday.
Just updated all ratings to MFO Premium site, using Refinitiv data drop through Friday, 14 November 2025. Monthly flow tools updated through October and the daily FLOW tool updated through Friday.
Just updated all ratings to MFO Premium site, using Refinitiv data drop through Friday, 7 November 2025. Monthly flow tools updated through October and the daily FLOW tool updated through Friday.
Just updated all ratings to MFO Premium site, using Refinitiv data drop through Friday, 31 October 2025. Monthly flow tools updated through October and the daily FLOW tool updated through Friday.
Just updated all ratings to MFO Premium site, using Refinitiv data drop through Friday, 24 October 2025. Monthly flow tools updated through September and the daily FLOW tool updated through Friday.
SPY now up 16.6% through Friday. QQQ 21%. Europe 3…
Yesterday posted all ratings to MFO Premium site, using Refinitiv data drop through Friday, 17 October 2025. Monthly flow tools updated through September and the daily FLOW tool updated through Friday.
Equities rebounded last week. Nearly even mont…
Unlike April, bonds behaving normally again, seems like. After Friday's swoon, SPY -2.7% (QQQ -3.5%), pretty massive, as @Junkser points out. But TLT up an impressive 1.6%.
Just posted all ratings to MFO Premium site, using Refinitiv data drop through Friday, 10 October 2025. Monthly flow tools updated through September and the daily FLOW tool updated through Friday, when stocks headed south.
Just posted all ratings to MFO Premium site, using Refinitiv data drop through Friday, 3 October 2025. Monthly flow tools updated through September and the daily FLOW tool updated through Friday.
Just posted all ratings to MFO Premium site, using Refinitiv data drop through Friday, 26 September 2025. Monthly flow tools updated through August and the daily FLOW tool updated through Friday.
Just posted all ratings to MFO Premium site, using Refinitiv data drop through Friday, 19 September 2025. Monthly flow tools updated through August and the daily FLOW tool updated through Friday.
Just posted all ratings to MFO Premium site, using Refinitiv data drop through Friday, 5 September 2025. Monthly flow tools updated through August and the daily FLOW tool updated through Friday.
Just posted all ratings updates to MFO Premium site using Refinitiv data drop through Friday, 29 August 2025. Was able to use month-to-date numbers to get head-start on full data drop, which comes next Saturday.
Yesterday posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 8 August 2025. The latest update includes more MFO Charts enhancement, including more tiptool labeling options and simplified Y-axis options.
