All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Saturday, 30 December, reflecting performance through year-end. We used Refinitiv’s Friday data drop, which was last business day of year, to get an early peek at 2023 calendar year performance.   We’ve scheduled our year-in-review webinar this Friday, 5 January. It will highlight performance …

Continue reading “December Brings S&P 500 To All-Time High”

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on Sunday 2 July, reflecting performance through June.   Concurrent with the new cycle, described in this month’s MFO piece “Strong June Propels New Bull Market,” we introduced additional Display Period options in MultiSearch. The new periods include those covering The Great Normalization (TGN) cycle (full, bear, and …

Continue reading “Best Performing Funds Since COVID”

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium yesterday, reflecting performance through May. The update uses Lipper’s Friday data drop, so return and drawdown performance is available through 2 June using our new Month To Date (MTD) display period.   Despite pervasive skepticism based on: Russian invasion. China US tension. Inflation. Rising rates. Bank collapses. …

Continue reading “June Bloom: Welcome a New Bull Market”

Thank you all for attending our year-end webinar! Here is link to video recording.   All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on New Year’s Day, reflecting performance through December. Similar to October, we used Lipper’s Friday data drop, which was last business day of year, to get an early peek at …

Continue reading “2022 Year-End Review Webinar”

Thank you once again for participating in our Mid-Year Review and site update webinar!   Here is link to chart deck.   And here’s link to video recording.   Enjoy!