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Month Ending November 2021 MFO Ratings Updated!

edited 2:06AM in MFO Premium
All ratings have been updated on MFO Premium site through July 2021, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, and Fund Family Scorecard. The site now includes several analysis tools, including Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.

Comments

  • Thank you for all your hard work.
  • A new feature that enables MultiSearch users to screen for funds based on its Benchmark went live today. Use the pulldown menu for Benchmark on the MultiSearch page in More Basic Info group. Can select up to five benchmarks.
  • edited August 25
    MultiSearch now has ability to screen Trend using EMAs (exponential moving averages), which places more emphasis on more recent month(s) than the SMAs (simple moving averages). With those familiar (@Mav123), it uses the common 2/(N+1) weighted multiplier. You will find ability to screen on both values and ratings in the Trend & Momentum group of MultiSearch screening options.
  • edited August 25
    And, MultiSearch now has ability to screen funds by 3, 6, 9, and 12 month "momentum" (@MikeW) ... both values and ratings. This new feature is also in the Trend & Momentum group of MultiSearch screening options.
  • I can’t thank you enough for adding the momentum feature @Charles. Really helpful.
  • You're welcome MikeW!

    Just posted description of this month's updates here.

    It includes Brad's latest addition to Ferguson Metrics. It's called Mega Ratio, which he describes as a consistency, risk and expense outperformance measure, similar to other adjusted return measures, like Sharpe.

    He's kind enough to discuss his methodology at our next webinar, 15 September, at 10:30 am Pacific.
  • edited September 5
    Will keep this thread ...

    All ratings have been updated on MFO Premium site through August 2021, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, and Fund Family Scorecard. The site now includes several analysis tools, including Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.
  • edited September 8
    Just went live with new Ferguson and Trend analysis pages in MultiSearch. Both offer ability now to export to a formatted Excel spreadsheet. Thanks to Allan Jardine of SpryMedia, associate Paul Jones, and GitHub. Will be expanding that option to other tools.
  • Brad Ferguson will be joining us tomorrow to discuss his methodology, 15 September, at 10:30 am Pacific. Please register here.
  • Appropriately, on a day when four civilian astronauts were launched into space with a SpaceX Falcon rocket, Brad Ferguson, an ardent Elon Musk fan, discussed the origin and application of the Ferguson Metrics to identify consistent outperforming funds. Here is the Zoom session recording.
  • GREAT METAPHOR! thx so much Charles
  • Here is blog link compiling All Things Bradford, new styled Excel export option, and more.
  • Will continue this thread ...

    All ratings have been updated on MFO Premium site through September 2021, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, and Fund Family Scorecard. The site now includes several analysis tools, including Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.
  • edited October 6
    Took a couple days longer than planned. Made mistake of trying to add a couple "Super Bull" market evaluation periods, which messed-up release schedule. Curiosity got better of me. It was prompted by M* CEO Kunal Kapoor describing current bull market as one of greatest, if you ignore the CV-19 Bear of March 2020. Similarly, others ignore the Black Monday Bear of October 1987 when discussing the Bull Market of 1980-1990's.
  • edited November 1
    We're live with several new features in MultiSeach: Decadal Returns, Ratings, and Display Periods; After Tax Returns and Ratings; and Adjustable Column Widths.

    All described here. I also hope to have an expanded piece in the November commentary.
  • All ratings have been updated on MFO Premium site through October 2021, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, and Fund Family Scorecard. The site now includes several analysis tools, including Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.

    Going forward, we should now be able to post month ending ratings within 2-3 days of month close, thanks to Refinitiv including latest month ending data in their daily drop.
  • Thank you. Will review MFO Premium over the weekend.
  • edited 2:08AM
    All ratings have been updated on MFO Premium site through November 2021, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, and Fund Family Scorecard. The site now includes several analysis tools, including Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.

    Pretty good! Finished late on 2 December (Pacific Time).
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