Monday, July 18, 2022
HomeMutual FundMFO Premium 2022 Mid-Yr Evaluate

MFO Premium 2022 Mid-Yr Evaluate

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) kind by way of the huge variety of funds accessible right now primarily based on standards vital to them, 2) preserve 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 beneath, the webinar will spotlight fund efficiency for the primary half of 2022. Month ending June information ought to submit 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 screen by calendar yr return APR and drawdown MAXDD.
  • Added RATE Reference Indices to assist 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 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’re 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 may be a part of us once more on the decision. If in case you have any subjects you’d like mentioned, or basic questions, blissful to reply promptly through electronic mail ([email protected]) or scheduled name.

This entry was posted in Charles on by .

About Charles Boccadoro

Charles Boccadoro, BS (MIT), Submit Graduate Diploma (von Karman Institute, BELGIUM). Affiliate editor, information wizard. Described by Common Science as “enthusiastic, voluble and nattily-dressed,” Charles describes himself as “a just lately retired aerospace engineer.” He doesn’t brag a few 30 yr profession that included managing Northrop Grumman’s Quiet Supersonic Platform and Future Strike Programs tasks, working with NASA and receiving a bunch 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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