Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
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
Wow. Thank you Shadow.
That's a big deal.
Wonder if it's because this biz cycle, since Jan 2020, it's only done OK versus peers, likely impacting AUM (but I have not checked that)?
To support a request on the MFO Discussion Board, we will be holding an impromptu webinar tomorrow, Friday, 30 July, 11am Pacific (2pm Eastern). No charts. No need to register. Just demos of MultiSearch's ability to screen large numbers of funds, qu…
Other metrics now in MultiSearch Results table:
Tax Cost Ratios, both Pre and Post Liquidation, 1, 5, 10 years.
Fee Waivers, Waiver Type, Waiver Date, Waiver Limit.
30 Day SEC Yields, with and without subsidy.
Adviser and Subadviser fees.
Defin…
We're live with latest update. Looks really good.
New MultiSearch screening metrics include:
Reamer Ratio
Reamer Rating
Rolling Batting Averages
Rolling Batting Average Ratings
Trend Ratings
SMA Ratings
Upside Capture Ratings
Downside Capture Rati…
@sma3. I just posted to you via Discussion Board email/wall. In future, a more direct way to get me is: [email protected].
I've scheduled an open Zoom session for Friday, 28 July, 11am Pacific (2pm Eastern).
Here's invite link:
Topi…
@sma3. You should soon be able to use MultiSearch to screen on your namesake ... top quintile ratings for sma3, sma10, trend3, and trend10 ... along with about 200 other parameters, simultaneously ... super-fast even for tables with hundreds of resu…
Sweet article.
Thank you Lewis and Sven for sharing.
Glad to see the fund coming into its own.
Here's comparison of a D&C "equivalent" portfolio (60 / 40 DODWX / DODLX) with VGWAX, since the latter's launch. Better overall return and indeed …
Hi Derf. Thank you. We're about to go live with Rolling Batting Averages, which I mentioned during the last webinar. It's something inspired by Brian Reamer, a Wisconsin-based financial adviser. After thinking about your post, it seems to me we shou…
For those of you that want to tailor your MFO Premium searches to specific metrics, say just 20 or 50 or 100 of the more than 600 data columns available, this upgrade satisfies.
You can read more here.
@MikeW. Thank you! Just went live with another pretty large upgrade to MultiSearch. Basically, treating all selection criteria as independent, so can select not just say MFO Rating but also Martin level. Makes it very easy now to appreciate the vari…
@WABAC.
Thank you!
Yes, in MultiSearch, you can specify Effective Maturity, which Refinitiv defines as:
"Effective maturity is the measure of maturity of a portfolio’s bonds, taking into consideration the bonds may have call or put provisions. Ye…
It's going around. Suspect it is very tough to compete in this business where scale matters more and more.
Checking-in: " ... this gives us more scale and resources to deepen research, widen distribution and launch new products."
@Jon. Please send me an email if you'd like a Zoom session illustrating the latest features of premium site. Happy to do. We will likely have another webinar as well in April. c
Martin is a risk adjusted return metric like Sharpe, but instead of dividing excess return by standard deviation volatility, it uses so-called "Ulcer Index" volatility. Ulcer Index is measure of drawdown depth and duration.
Ulcer Index
A Look At R…
