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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
Just posted January ratings to MFO Premium. Not that January fund performance was much to write home about. But the new features on the site are!
New metrics include:
1) ratings based on "Best Fit" Benchmarks, as assigned by Lipper,
2) an Active P…
Just posted all ratings to MFO Premium site through December using Refinitiv's data drop dated 19 January.
A good month so far! (Unless you are heavy BA.)
Longtime subscriber Richard just informed me that the Initial Investment metric is not worki…
Just posted all ratings to MFO Premium site through December using Refinitiv's data drop dated 12 January.
For the record, the 5 January drop posted last Saturday, 6 January. Mostly, these updates just reflect changes in Year-To-Date and Weeks-To-D…
Gentle reminder, especially now with M*'s screener off to the dust bin, that several search tools remain available for free to the community on our premium site ... QuickSearch, Great Owls, Three Alarm, and Dashboard of Profiled Funds.
Just posted all ratings to MFO Premium site through December using Refinitiv's data drop dated 5 January. Month to date numbers mixed. Tech off 4.3%, heathy up 2, SPY off 1.6. A bit of a letdown after the strong year-end numbers. Core bonds off 1.1.
Any search in our tools, and all the attendant data, can be downloaded. But currently we limit the size to 1000 funds, which seemed practical to me. We also have a link to an excel file with performance summary of all funds, oldest share class only …
MFO's MultiSearch enables searches of nearly 40,000 ETFs, mutual funds, CEFs, ETNs, Interval Funds, Fund of Funds, and Insurance Funds employing literally hundreds of screening criteria across almost 100 evaluation periods.
Dating back to 1960. Pl…
The year turned out pretty good! The Great Normalization Bull is now in its 15th month. And, like has happened with each bull market for the past 100 years, the S&P 500 has recovered all previous drawdown and sits at a new all-time high, month-e…
@RandiVooDoo. Thanks. Several of us suffered on that one.
I'd say in March 2020, both price and flow happened simultaneously. A perfect storm really.
And I think Garrison Point, which I like, regrouped and recovered well.
But in February 2022, as…
Just posted all ratings to MFO Premium site through November using Refinitiv's data drop dated 1 December.
@Sven. Site seems AOK currently. Apologize if you had trouble accessing. All in all, the web host (we use DreamHost) has been pretty reliable…
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 24 November.
I see BRKA up 6% MTD.
There's an enhanced Total Return Chart tool, which went live a few days ago ... will post more on it soon, probably in…
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 17 November.
First time the update made same day Lipper drops data, early today Saturday. Soon, the updates will be same morning.
Month To Date (MTD) num…
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 3 November. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 27 October.
Nope, needed to roll back to 20 October. Will post again soonest.
OK, we're live again and current ... through 27 October. Plan to post rat…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 20 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 13 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
Spent summer implementing two big changes to the offline number crunching routines (programs that take the Lipper month return data and derive our risk and return metrics):
1) hooks for ratings by SubType (i.e., US Equity) and Type (i.e., Bonds), …
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 6 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Ale…
Just posted all ratings to MFO Premium site through August using Refinitiv's data drop dated 8 September. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Just posted all ratings to MFO Premium site through August using Refinitiv's data drop dated 1 September. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Still working through a few issues after the upgrades (thank you Mark and Alfred), but for most part, we seem back on track. As always, if you see anything amiss, please reach out and we will address soonest.
Earlier tonight, posted all ratings to MFO Premium site through July using Refinitiv's data drop dated 18 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Lau…
All ratings have been updated on MFO Premium site through July using Refinitiv's data drop dated 11 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
All ratings have been updated on MFO Premium site through July using Refinitiv's data drop dated 4 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Ale…
