Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
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
Other metrics now in MultiSearch Results table:
Tax Cost Ratios, both Pre and Post Liquidation, 1, 5, 10 years.
Fee Waivers, Waiver Type, Waiver Date, Waiver Limit.
30 Day SEC Yields, with and without subsidy.
Adviser and Subadviser fees.
Defin…
We're live with latest update. Looks really good.
New MultiSearch screening metrics include:
Reamer Ratio
Reamer Rating
Rolling Batting Averages
Rolling Batting Average Ratings
Trend Ratings
SMA Ratings
Upside Capture Ratings
Downside Capture Rati…
@sma3. I just posted to you via Discussion Board email/wall. In future, a more direct way to get me is: [email protected].
I've scheduled an open Zoom session for Friday, 28 July, 11am Pacific (2pm Eastern).
Here's invite link:
Topi…
@sma3. You should soon be able to use MultiSearch to screen on your namesake ... top quintile ratings for sma3, sma10, trend3, and trend10 ... along with about 200 other parameters, simultaneously ... super-fast even for tables with hundreds of resu…
Sweet article.
Thank you Lewis and Sven for sharing.
Glad to see the fund coming into its own.
Here's comparison of a D&C "equivalent" portfolio (60 / 40 DODWX / DODLX) with VGWAX, since the latter's launch. Better overall return and indeed …
Hi Derf. Thank you. We're about to go live with Rolling Batting Averages, which I mentioned during the last webinar. It's something inspired by Brian Reamer, a Wisconsin-based financial adviser. After thinking about your post, it seems to me we shou…
For those of you that want to tailor your MFO Premium searches to specific metrics, say just 20 or 50 or 100 of the more than 600 data columns available, this upgrade satisfies.
You can read more here.
@MikeW. Thank you! Just went live with another pretty large upgrade to MultiSearch. Basically, treating all selection criteria as independent, so can select not just say MFO Rating but also Martin level. Makes it very easy now to appreciate the vari…
@WABAC.
Thank you!
Yes, in MultiSearch, you can specify Effective Maturity, which Refinitiv defines as:
"Effective maturity is the measure of maturity of a portfolio’s bonds, taking into consideration the bonds may have call or put provisions. Ye…
It's going around. Suspect it is very tough to compete in this business where scale matters more and more.
Checking-in: " ... this gives us more scale and resources to deepen research, widen distribution and launch new products."
@Jon. Please send me an email if you'd like a Zoom session illustrating the latest features of premium site. Happy to do. We will likely have another webinar as well in April. c
Martin is a risk adjusted return metric like Sharpe, but instead of dividing excess return by standard deviation volatility, it uses so-called "Ulcer Index" volatility. Ulcer Index is measure of drawdown depth and duration.
Ulcer Index
A Look At R…
Hi Jon. Nope. But that's a good one. For example, new GOs, old GOs. Ditto with Three Alarm. Perhaps last month's MFO Rating? Will noodle.
In this month's update, I notice DODIX is back as a GO, after a short hiatus.
There is a lot of historical in…
Thank you MikeW! If David takes the time to write a launch alert, pay attention.
Just went live with several other new features in MultiSearch, including: Jump Scroll, Hover Symbol, and Plus Searches, described here.
Thank you MJG.
Yep.
Sold TSLA in March.
Tried to buy AMZN in 2002 while vacationing in London, but was just shy in cash account on the 100 share buy ... can you believe that?!
So, in our life times: AMZN, MSFT, TSLA, GOOG, UBER, QQQ, ARK, AAPL, …
