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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
Gentle reminder: We will be reviewing markets, sectors, and fund families today using the MFO Premium tools, highlighting how each performed in 2021 and newest tool features along the way.
All ratings have been updated on MFO Premium site through December 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 Fun…
Usually, I track maximum drawdown across market cycles or other periods of interest, but I found looking by calendar years fun.
Most years, investors in the S&P 500 can expect drawdowns as much as 10%.
More details here.
Despite the current drawdown, which has seemed inevitable for some time, her 7-year risk and return numbers remain remarkable, as shown in table below:
Thanks Mike! About to add ability to screen for SubFamily (e.g., Natixis Oakmark or Allianz PIMCO) and Subadviser, as well as expanded Analyze/Period metrics ... MAXDD and Excess Return. c
Hi Randy.
In MFO Premium MultiSearch tool, there are four Display (evaluation) Periods that target periods of rising interest rates:
Normalization - 201601 To 201812
Rising Rates - 200406 To 200702
40-Year Bond Bear - 194001 To 198105
20-Year Bond…
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 Fun…
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…
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.
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 marke…
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, P…
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 fun…
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 oth…
Thank you!
I really hate when users have any issues with the site! I try to be available most times and will always preempt any ongoing development to address real-time issues.
You can reach me at a couple emails:
[email protected]
or
charle…
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, Portfoli…
Hi again Mav123. There are several ways, actually.
You can set the Display period to one of 74 different periods, including lifetime, YTD, multi-year and multi-month, plus full, bear, bull and other unique market cycles. For "recent," you decide ..…
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 ot…
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.
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 multi…
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.
About to go live with feature that enables you to run Preferences from the MultiSearch results table page via View/Preferences. Then, will get to work on EMA, adding individual years to Ferguson analysis page, searches by benchmark, and other things!
@Mav123. Monthly. Lipper drops month ending data first Saturday of month. So, sometimes it's on 1st, other times (like this week) it's on 7th. July update crunching now. Will be posted tonight or Sunday morning (typical). There are mid month upgrade…
@sma3. Here is Lipper's response to your suggestion re brokerage availability:
"We appreciate your feedback. Rest assured that I will notify our product team."
Fingers-crossed!
@Mav123. I like the Exponential Moving Average (EMA) idea. Will add to list. Should not take too long. If you are a subscriber (or become one) I'll add a month to your subscription for the suggestion. Our custom for good feedback!
Thank you! My pleasure. Glad it helped.
Yes, GO is short for Great Owl. The Definitions page does a pretty good job of, well, definitions, and acronyms.
