Saturday, November 19, 2022
HomeMutual FundMFO Premium 2022 Mid-12 months Evaluate

MFO Premium 2022 Mid-12 months Evaluate

By Charles Boccadoro

The following MFO Premium webinar will happen Tuesday, July twelfth.

Our premium search software website helps particular person traders and monetary advisers 1) type by way of the huge variety of funds accessible as we speak primarily based on standards vital to them, 2) preserve candidate lists of promising funds to conduct additional due diligence on, and three) monitor danger and return efficiency of their present portfolios.

Along with the current upgrades, described under, the webinar will spotlight fund efficiency for the primary half of 2022. Month ending June information ought to put up Saturday, 2 July.

Since our final webinar in January, important upgrades embrace:

  • Fast entry analytics, as described in our June Commentary.
  • Logarithmic scaling choice in MFO Charts.
  • Added MFO Charts to MultiSearch software, as described in our March Commentary.
  • Added Calendar Month Rankings to MultiSearch and skill to display screen by calendar 12 months return APR and drawdown MAXDD.
  • Added RATE Reference Indices to help annuity modeling in PORTFOLIOS software.
  • Added further show durations to assist assess Fed Taper and Normalization durations. See Definitions.
  • Added 1, 3, and 5 12 months Fund Household Rankings to raised assess near-term efficiency of extra established households. See Households.

The morning session will probably be at 11 am Pacific time (2pm Jap). The afternoon at 2pm Pacific time (5pm Jap). The webinars will probably be enabled by Zoom. You might be welcome to register for each webinars.

Please use the next hyperlinks to register for the morning or afternoon session. Every will final nominally 1 hour, together with questions.

Listed here are hyperlinks to chart deck and video recording from our final webinar.

Hope you’ll be able to be a part of us once more on the decision. In case you have any matters you’d like mentioned, or common questions, completely satisfied to reply promptly by way of e-mail ([email protected]) or scheduled name.

This entry was posted in Charles on by .

About Charles Boccadoro

Charles Boccadoro, BS (MIT), Put up Graduate Diploma (von Karman Institute, BELGIUM). Affiliate editor, information wizard. Described by In style Science as “enthusiastic, voluble and nattily-dressed,” Charles describes himself as “a not too long ago retired aerospace engineer.” He doesn’t brag a few 30 12 months profession that included managing Northrop Grumman’s Quiet Supersonic Platform and Future Strike Methods tasks, working with NASA and receiving a bunch of business accolades. Charles is famend for considerate, data-rich analyses and is the driving drive behind the Observer’s fund scores and fund screeners.



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