Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 1-31-20

Feb 10, 2020

SMI’s Personal Portfolio Tracker and monthly Fund Performance Rankings have been updated with performance data through Jan. 31, 2020.

• The Portfolio Tracker: The Tracker can personalize 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.

Using the Tracker, you can filter the performance data of 25,000+ funds we follow and produce a concise report covering only the funds available in your plan(s). If you’re new to the online Tracker, watch the introductory video.

We typically update the Personal Portfolio Tracker with the latest month-end data from the research firm Morningstar on the 8th of the new month, except when the 8th falls on a weekend (as it did this month). We wait until at least the 8th because Morningstar’s database is subject to revisions during the first few days of the month. By the 8th, the previous month’s performance numbers are reliable.

• Fund Performance Rankings (FPR): The FPR report is a 38-page downloadable PDF file containing the latest performance data — along with SMI’s momentum rankings — for more than 1,600 no-load traditional funds and ETFs.

The funds included in the FPR are selected on the basis of asset size, brand familiarity, and brokerage availability.

Check page 2 to learn how to use the FPR report. 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.

End of preview. Please subscribe to read more.

Already a subscriber? Log in here.

Continue reading plus get access to our
objective, time-tested investing strategies.

Get access to Sound Mind Investing’s articles and investing
strategies for as little as $0.32 a day.

See subscription options

Not Quite Ready to Become a Member? No Problem, We Still Have Something for You!

Watch our FREE 20-minute video workshop
and learn how to secure profits and achieve
peace of mind, even amidst market volatility.

What You'll Learn:

1
Strategies to Expand Your Portfolio: Learn effective ways to grow your investments while minimizing risk during market downturns.
2
Introducing a Dependable Investment System: Get acquainted with a proven, step-by-step investing approach that has delivered solid returns for thousands of our members.
3
Mastering Market Cycles: Understand why navigating bear markets is crucial for long-term success, and how to do it effectively.

Start securing your future today.
This free workshop is the perfect place to start.

Written by

Austin Pryor

Austin Pryor

Austin Pryor has 40 years of experience advising investors and is the founder of the Sound Mind Investing newsletter and website. He's the author of The Sound Mind Investing Handbook which enjoys the endorsements of respected Christian teachers with more than 100,000 copies sold. Austin lives in Louisville, Kentucky, with his wife Susie. They have three grown sons and many grandchildren.

Joseph Slife

Joseph Slife

Joseph Slife has been a news writer for the Associated Press, a college instructor, and a radio host. He and his wife Joye have three grown sons.

Revolutionize Your Investing Approach

Unlock Your Wealth-Building Potential with Sound Mind Investing

Don't leave your investments to chance. Let Sound Mind Investing guide you to financial success. Experience the power of our simple, rules-based strategies and see your wealth grow.

Unlock your wealth-building potential for as little as $0.32 a day.