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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
MFO's MultiSearch enables searches of nearly 40,000 ETFs, mutual funds, CEFs, ETNs, Interval Funds, Fund of Funds, and Insurance Funds employing literally hundreds of screening criteria across almost 100 evaluation periods.
Dating back to 1960. Pl…
The year turned out pretty good! The Great Normalization Bull is now in its 15th month. And, like has happened with each bull market for the past 100 years, the S&P 500 has recovered all previous drawdown and sits at a new all-time high, month-e…
@RandiVooDoo. Thanks. Several of us suffered on that one.
I'd say in March 2020, both price and flow happened simultaneously. A perfect storm really.
And I think Garrison Point, which I like, regrouped and recovered well.
But in February 2022, as…
Just posted all ratings to MFO Premium site through November using Refinitiv's data drop dated 1 December.
@Sven. Site seems AOK currently. Apologize if you had trouble accessing. All in all, the web host (we use DreamHost) has been pretty reliable…
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 24 November.
I see BRKA up 6% MTD.
There's an enhanced Total Return Chart tool, which went live a few days ago ... will post more on it soon, probably in…
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 17 November.
First time the update made same day Lipper drops data, early today Saturday. Soon, the updates will be same morning.
Month To Date (MTD) num…
Just posted all ratings to MFO Premium site through October using Refinitiv's data drop dated 3 November. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 27 October.
Nope, needed to roll back to 20 October. Will post again soonest.
OK, we're live again and current ... through 27 October. Plan to post rat…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 20 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 13 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
Spent summer implementing two big changes to the offline number crunching routines (programs that take the Lipper month return data and derive our risk and return metrics):
1) hooks for ratings by SubType (i.e., US Equity) and Type (i.e., Bonds), …
Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 6 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Ale…
Just posted all ratings to MFO Premium site through August using Refinitiv's data drop dated 8 September. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Just posted all ratings to MFO Premium site through August using Refinitiv's data drop dated 1 September. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Aler…
Still working through a few issues after the upgrades (thank you Mark and Alfred), but for most part, we seem back on track. As always, if you see anything amiss, please reach out and we will address soonest.
Earlier tonight, posted all ratings to MFO Premium site through July using Refinitiv's data drop dated 18 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Lau…
All ratings have been updated on MFO Premium site through July using Refinitiv's data drop dated 11 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Al…
All ratings have been updated on MFO Premium site through July using Refinitiv's data drop dated 4 August. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Ale…
@stayCalm. I know. It's killing me. Made mistake of trying to add new ratings based on SubType (eg., U.S. Equity), which has delayed month-ending July ratings! Will post message to board when live ... soonest. c
Just posted ratings update to MFO Premium using Lipper's 28 July data file.
Descent July! If things hold today, I think we're about 1% of getting back above water since beginning of this Great Normalization cycle in January 2022.
Morningstar has never reconciled its Manager of the Decade award for Bruce with Fairholme's stewardship.
Here's its Fairholme Parent Rating "Q" assessment:
"Fairholme has a ways to go to become an industry-standard steward, resulting in a Below Av…
When it came to fame, the 1st decade of century, FAIRX was a much more docile fund ... relatively low vol. That changed in 2nd decade. Good to see the fund and its long-time believers rewarded.
