We’ve just updated SMI’s Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Feb. 28, 2019.
The Portfolio Tracker: The online Tracker personalizes SMI’s fund rankings to your specific situation, making it easier to apply our momentum-based Fund Upgrading strategy to your 401(k), 403(b), or other retirement plan. The Portfolio Tracker filters the performance data of the 20,000+ funds we follow to produce a concise report covering only the funds available in your plan(s).
Typically, we update the Tracker with month-end performance data from the research firm Morningstar by the 8th of the new month. (Morningstar’s database is subject to revisions during the first few days of the new month. By the 8th, the performance numbers have solidified and are trustworthy.)
Fund Performance Rankings (FPR): The FPR report is a PDF file containing month-end performance data — along with SMI’s momentum rankings — for more than 1,600 no-load funds and ETFs. The funds included have been selected on the basis of asset size, brand familiarity, and brokerage availability.
Check page 2 of the FPR report to learn how to use it. Page 3 includes an overview of the 70+ risk categories that will help you compare "apples to apples." Page 4 has explanations of the various data-column headings.
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