MFO Premium Webinar – 2021 Yr Finish Evaluate


By Charles Boccadoro

On Tuesday, 4 January, we will be conducting our year-end webinar to review funds and the site. If you can make it, please join us. Register here for the morning session (11 a.m. Pacific) and/or here for the afternoon session (2 p.m. Pacific).

We will use MultiSearch Pre-Set screens and other custom criteria to review fund performance in 2021. MultiSeach is the main tool on MFO Premium.

We will also review some of the many features that have been added since the last formal webinar. These include Formatted Excel Export and numerous enhancements to MultiSearch:

  • Exponential Moving Averages
  • Momentum
  • Screen By Benchmark
  • Ferguson Mega Ratio and Yearly Ferguson Metrics Back To 2008 (via Analyze)
  • “Super Bull” Evaluation Periods
  • Decade Evaluation
  • After Tax Measures
  • Adjustable Columns
  • Early Cycles (S&P 500 Back To 1926)
  • Expanded, More Descriptive Column Headers
  • “SubFamily” Designation and SubAdviser
  • Excess Return and MAXDD In Calendar Year and Period Performance Analyze Tools
  • Expanded Bond Metrics (e.g., Effective Duration, Average Coupon)
This entry was posted in Charles on by Charles Boccadoro.

About Charles Boccadoro

Charles Boccadoro, BS (MIT), Post Graduate Diploma (von Karman Institute, BELGIUM). Associate editor, data wizard. Described by Popular Science as “enthusiastic, voluble and nattily-dressed,” Charles describes himself as “a recently retired aerospace engineer.” He doesn’t brag about a 30 year career that included managing Northrop Grumman’s Quiet Supersonic Platform and Future Strike Systems projects, working with NASA and receiving a host of industry accolades. Charles is renowned for thoughtful, data-rich analyses and is the driving force behind the Observer’s fund ratings and fund screeners.


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