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
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.
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.
