Yesterday, Sunday, 3 January, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2020. Given how far markets tumbled in March, most funds ended the year in positive territory, some very positive.
Author Archives: Charles Boccadoro
MFO Premium Webinar: Guest Lynn Bolin and Back To Basics
Thank you all for participating in our latest webinar. Special thanks to Lynn Bolin! It was our best attended webinar yet. Here is link to chart deck of morning session with Lynn. It includes his charts. And here’s link to video recording of the session. The afternoon session was more of an …
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MFO Ratings Updated Through November … Another Big Month
Yesterday, Sunday 6 December, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through November 2020. November marked the second time this year that the S&P 500 posted a greater than 10% return. The other month was April, the beginning of the current bull market … 8 …
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October Update Marks MFO Premium’s 5th Year Anniversary
On Sunday 8 November, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through October 2020. MFO Premium launched five years ago this month. In David’s “Invitation To Join” letter of 19 November 2015, he highlighted three special characteristics the new site offered subscribers: It’s interesting: …
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Capital Migrates To Best Fund Families In September 2020 MFO Ratings Update
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on this past Sunday, 4 October, reflecting performance through September 2020 or 3rd Quarter. The MFO Fund Family Scorecard reveals 31 families (like Winning Points, Huber, Saratoga) where every fund has underperformed since launch by an average of -3.2% per …
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An Overkill of Funds in August MFO Ratings Update
On Monday 7 September, Labor Day, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through August 2020. There are now more than 10,000 US funds (OEFs, ETFs, CEFs). 10,007 to be precise. That excludes Insurance Funds, which number 2,107. Add in all share classes and the …
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MFO Premium Site Webinar – Wednesday, 22 July 2020
Thank you all for participating in our latest webinar. Here is link to chart deck. Here is link to video recording.
MFO Ratings Updated Through July 2020 … New Bull Market
All fund risk and return metrics, ratings, and analytics reflecting performance through July 2020 were uploaded to MFO Premium on Tuesday, 4 August. There’s a lot worth pointing out this month …
June MFO Ratings Update
This past Sunday, 5 July, all fund risk and return metrics, ratings, and analytics were uploaded to the site, reflecting performance through June 2020. In the three months since March’s steep decline, just about all asset classes have advanced, some dramatically, especially technology. To review funds during this period, MultiSearch users can set Display …
Rebound Continues … MFO Ratings Updated Through May 2020
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through May 2020. The S&P 500 continues to recover from its March lows, now off just a few percent YTD. The rebound has been driven mostly by the tech leaders: Microsoft, Apple, Amazon, Google, and Facebook. These five …
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