Saturday, July 23, 2022
HomeMutual FundMFO Premium 2022 Mid-Yr Evaluation

MFO Premium 2022 Mid-Yr Evaluation

By Charles Boccadoro

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

Our premium search software web site helps particular person traders and monetary advisers 1) type by the huge variety of funds out there at present primarily based on standards vital to them, 2) keep candidate lists of promising funds to conduct additional due diligence on, and three) monitor threat 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, vital 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 Scores to MultiSearch and skill to display by calendar yr return APR and drawdown MAXDD.
  • Added RATE Reference Indices to help annuity modeling in PORTFOLIOS software.
  • Added extra show intervals to assist assess Fed Taper and Normalization intervals. See Definitions.
  • Added 1, 3, and 5 yr Fund Household Scores to raised assess near-term efficiency of extra established households. See Households.

The morning session might be at 11 am Pacific time (2pm Japanese). The afternoon at 2pm Pacific time (5pm Japanese). The webinars might 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 below are hyperlinks to chart deck and video recording from our final webinar.

Hope you possibly can be a part of us once more on the decision. When you’ve got any matters you’d like mentioned, or common questions, joyful to reply promptly through e mail ([email protected]) or scheduled name.

This entry was posted in Charles on by .

About Charles Boccadoro

Charles Boccadoro, BS (MIT), Publish Graduate Diploma (von Karman Institute, BELGIUM). Affiliate editor, information wizard. Described by Fashionable Science as “enthusiastic, voluble and nattily-dressed,” Charles describes himself as “a lately retired aerospace engineer.” He doesn’t brag a couple of 30 yr profession that included managing Northrop Grumman’s Quiet Supersonic Platform and Future Strike Techniques tasks, working with NASA and receiving a number of trade accolades. Charles is famend for considerate, data-rich analyses and is the driving pressure behind the Observer’s fund rankings and fund screeners.



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