Since his debut in February 2012, my colleague Charles Boccadoro has produced some exceedingly solid, data-rich analyses for us. One of his signature contributions was “Timing Method Performance Over Ten Decades,” which was widely reproduced and debated around the web.
We’re pleased to announce that we’ve collected his essays in a single, easy-to-access location. We’ve dubbed it “Charles’ Balcony” and we even stumbled upon this striking likeness of Charles and the shadowy Ed Studzinski in situ. I’m deeply hopeful that from their airy (aerie or eery) perch, they’ll share their sharp-eyed insights with us for years to come.
Follow Charles on Twitter @mfobalcony and peruse fund analytics he’s helped provide subscribers of MFO Premium.
MFO Premium Introduces Price-Based Metrics
A post on our Discussion […]
MFO Premium Introduces Quarterly Metrics
Our friends and long-time MFO […]
MFO Premium Introduces ETF Benchmarks
Our colleague Devesh Shah encouraged […]
Morningstar Celebrates 40th Year – MICUS Chicago 2024
Morningstar held its annual investment […]
MFO Premium Mid-Year Review 2024
On Wednesday, 10 July, at […]
December Brings S&P 500 To All-Time High
All fund risk and return […]
@MFOPremium Channel Demos Enhanced Chart Tool, Plus Fund Flows Preview
We rolled-out our interactive Total […]
Strong June Propels New Bull Market
Despite pervasive skepticism based on: […]
Attendance Required – MICUS Chicago 2023
Morningstar held its annual investment […]
New Payment Portal for MFO Premium
This past week we upgraded […]
MFO Premium Webinar, 2022 Year End Review
On Friday, 6 January, we will be […]
Worst Year Ever
All fund risk and return […]
Happy Preferencing!
All fund risk and return […]
The 100 Club?
In our April 2021 commentary, […]
MFO Premium 2022 Mid-Year Review
The next MFO Premium webinar […]
The Great Normalization
Numerous bear sightings occurred these […]
Easy Access Analysis
Our MFO Premium search tool […]
A Return To Normalcy: MICUS Chicago 2022
Morningstar held its annual investment […]
Not a Great Time for Bond Fund Investors … But There’s Hope
A quick sampling of recent […]
Introducing MFO Charts
We’ve just gone live with […]
21 In 21 Plus Annuity Modeling and New Taper Periods
We posted month ending January […]
Drawdown Occurs (Almost) Every Calendar Year
Refinitiv dropped month-ending December data, […]
MFO Premium Webinar – 2021 Year End Review
On Tuesday, 4 January, we will be […]
Early Cycle Metrics and Expanded MultiSearch Headers
One of the earliest articles […]
Super Bull Markets and Latest Upgrades To MFO Premium
Last month, in “A Leap […]
A Leap of Faith – MICUS Chicago 2021
The Welcome Last week Morningstar’s […]
Getting To The Upper Right Corner with One Number
That’s what Brad Ferguson, an […]
MFO Premium Webinar: Mid-Year Review and Latest Site Upgrades – Thursday, 15 July 2021
The next MFO Premium webinars […]
New MultiSearch Screens To Help Analyze Impact of Rising Rates and More
Rates on US Bonds have […]
Introducing MFO Premium’s Saved Preferences Feature
MultiSearch, our main tool on […]
MFO Premium Webinar – Thursday, 15 April 2021
On Thursday, April 15th, we […]
Introducing “Dashboard of Launch Alerts”
This new tool went live […]
Introducing MFO Premium’s Saved Searches Feature
Our friends at Gaia Capital […]
MFO Premium Webinar: Guest Lynn Bolin and Back To Basics
This coming Tuesday, January 5th, […]
An Improved MFO Portfolio Analysis Tool
We introduced our Portfolio Analysis […]
Newest MultiSearch Metrics
The search for yield has […]
A Thirty Year Proposition
New Bull Emerges in a […]
Road Trip In The Age of COVID-19
“If you want to really […]
MFO Premium Webinar
On Wednesday July 22st, we […]
Not So Welcome Back ZIRP
June begins the fourth month […]
Back To Basics
“All NAVs are opinions.” ― […]
A Presumptive Bear Ends an 11-Year Bull Run
In November 2014 we published […]
Looking Under the Hood at Holdings
“Don’t trust everything you see. […]
San Francisco Treat
“Go West, young man, go […]
MFO Premium Webinar
On Wednesday January 15th, we […]
Premium Site Updates: Fund Fee Rating, Category Averages, and Subscription Price
Martini: No, it’s not stupid, […]
A More Robust Down-side Market Metric
“A ‘receding sea’ is not […]
Introducing MFO’s Portfolio Analysis Tool
“Everybody has a game plan, […]
How Well Do MFO Great Owls Perform?
“Okay … you smoke Hoyo […]
Morningstar Investment Conference – 2019 #MICUS
When people have no choice, […]
New MFO Search Tools Publicly Available
We’ve supplanted our “Miraculous MultiSearch” […]
Introducing MFO Premium’s Compare Funds Tool
The Compare Funds tool displays […]
The Ten-Year Bull
“Happy days are here again! […]
Using MFO’s Bear Market Rating To Help Contain Portfolio Drawdown
“Never risk what you have […]
MFO Premium Webinar
On Tuesday January 15th, we […]
Rolling Out The New Data
“The only thing that makes […]
Largest Upgrade Yet To MFO Premium
“In God we trust, all […]
#MFTF
“But we in it shall […]
Launch Alert – Litman Gregory Masters High Income Alternatives Fund (MAHIX, MAHNX)
The folks at Litman Gregory […]
Trend
We’ve added Trend Metrics to […]
Introducing Ferguson Metrics
Ferguson Metrics help identify funds […]
Zeo Short Duration Income (ZEOIX), July 2018
*Zeo Capital Advisors, LLC […]
Update on MFO Premium
Charles sends his regrets for […]
Premium Site Update – Much Expanded Data Feed
“I’ve come loaded with statistics, […]
Democratizing Quant: An Update on Alpha Architect
“In investing, what is comfortable […]
AlphaCentric Income Opportunities Fund (IOFIX), February 2018
“Timing, perseverance, and ten years […]
Against The Herd
“Two roads diverged in a […]
Morningstar ETF Conference – Chicago 2017
“If someone invented levitation tomorrow, […]
Rolling Averages, Finally!
“Maybe the mind’s best trick […]
Historically Low Volatility
“Experts often possess more data […]
Inside Smart Beta Conference – New York 2017
Matt Hougan of Inside ETFs […]
How Bad Can It Get?
In last month’s commentary, David […]
Observations from Morningstar Conference – Chicago 2017
Morningstar held its annual investment […]
iMGP Alternative Strategies Fund (formerly Litman Gregory Masters Alternative Strategies), (MASFX/MASNX), April 2017
At the time of publication, […]
No Load MFO Ratings
We’ve eliminated load from our […]
A Low Cost Alternative To One USAA Managed Portfolio
USAA was founded in San […]
Vanguard’s Quantitative Equity Group
Our colleague Ed remained curious […]
Morningstar’s ETF Conference – Chicago 2016
The good folks at Morningstar […]
The Diversified Portfolio of Less Correlated Asset Classes
“… over the long term […]
Fund Facts
At the recent Chicago conference, […]
Morningstar Conference: Grasping at Straws, Department of Labor’s Fiduciary Rule, and Vanguard CEO McNabb
During our annual (sometimes bi-annual) […]
Meb Faber Podcast
Meb recently debuted his new […]
On Financial Planners
A family friend recently asked […]
Fund Family Scorecard
Originally published in May 1, 2016 Commentary […]
Share Classes
Originally published in April 1, 2016 […]
MFO Rating Metrics
Originally published in March 1, 2016 […]
Smallest, Shortest, Lowest
Originally published in February 1, 2016 […]
Premium Site Update
Originally published in January 1, […]
Category Averages
Originally published in December 1, […]
Comparing Lipper Ratings
Originally published in November 1, […]
Some Morningstar ETF Conference Observations
Originally published in October 1, […]
Thinking outside the model is hazardous to one’s wealth…
Originally published in October 1, […]
MFO Switches To Lipper Database
Originally published in October 1, 2015 […]
Checking in on MFO’s 20-year Great Owls
Originally published in September 1, 2015 […]
James Balanced Golden Rainbow Fund (GLRBX/GLRIX), August 2015
Objective and Strategy The James […]
Morningstar Investment Conference 2015 Notes
Originally published in July 1, […]
Outliers
Originally published in June 1, […]
How Good Is Your Fund Family? An Update…
Originally published in May 1, […]
Identifying Bear-Market Resistant Funds During Good Times
Originally published in April 1, […]
Meb Faber’s New Book
Originally published in March 1, 2015 […]
Whitebox Tactical Opportunities 4Q14 Conference Call
Originally published in March 1, 2015 […]
Newest ETFs from Cambria Funds and AlphaArchitect
Originally published in January 1, 2015 […]
Where In The World Is Your Fund Adviser?
Originally published in January 1, 2015 […]
Alpha Architect US Quantitative Value (QVAL), December 2014
At the time of publication, […]
Mediocrity and Frustration
Originally published in November 1, […]
Morningstar ETF Conference Notes
Originally published in October 1, 2014 […]
Why Am I Rebalancing?
Originally published in September 1, 2014 […]
Recovery Time
Originally published in August 1, 2014 […]
Update – Meb Faber gets it right in interesting ways
Originally published in July 1, […]
How Good Is Your Fund Family?
Originally published in June 1, 2014 […]
The Existential Pleasures of Engineering Beta
Originally published in May 1, 2014 […]
Ten Market Cycles
Originally published in April 1, […]
Morningstar’s Risk Adjusted Return Measure
Originally published in March 1, […]
Impact of Category on Fund Ratings
Originally published in February 1, […]
In Search of Persistence
Originally published in January 1, […]
Three Alarm Funds Redux
Originally published in December 1, […]
Comparing Lists of “Best Funds”
Originally published in November 1, […]
Permanent Loss of Capital
Originally published in November 1, […]
Whitebox Tactical Opportunities Conference Call
Originally published in October 1, […]
FundX Upgrader Fund (FUNDX), September 2013
FundX Upgrader Fund(FUNDX) is now […]
Dashboard of MFO Profiled Funds
Originally published in August 1, […]
Fairholme Fund (FAIRX) – What a Difference a Decade Makes
From the Mutual Fund Observer […]
Timing Method Performance Over Ten Decades
Originally published in July 1, […]
Anecdotal Long-Short
Originally published in July 1, […]
Ratings System Definitions
Revision: January 7, 2016 to […]
Introducing MFO Fund Ratings
Originally published in June 1, […]
Three Messages from Rob Arnott
Originally published in May 1, […]
Inoculated By Value
Originally published in April 1, […]
10 mo SMA Method In Down Markets
From the Mutual Fund Observer […]
Few Alternatives to MAINX
Originally published in February 1, […]
Four Funds for a Lifetime
From the Mutual Fund Observer […]
A Look at Risk Adjusted Returns
From the Mutual Fund Observer […]
Mutual Funds That Beat The Market
From the Mutual Fund Observer […]
Bond Fund Performance During Periods of Rising Interest Rates
From the Mutual Fund Observer […]
A Look Back at Dodge & Cox Stock Fund (DODGX)
From the Mutual Fund Observer […]