SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2016. The Tracker and FPR are typically updated monthly between the 10th-14th of the month, depending on when the weekend falls.
Note: We ran a little late this month because a change in the Morningstar download created errors in the final output. It took a few days to track these down and fix them. Everything should be fine, but there remains an issue with the Relative Risk calculation for a few of the leveraged ETFs. If a Relative Risk score you see in the Tracker is far higher than usual for that ticker, disregard it. The issues that caused these problems should be resolved before next month's release.
SMI's Personal Portfolio Tracker is our most popular web tool. It allows SMI members to easily personalize our mutual-fund rankings to their specific situation. The end result is a personalized monthly report showing only the funds each member is interested in, ranked by momentum and sorted according to SMI's risk categories (or without the categories, if a member prefers). This allows a member to take the 20,000+ funds SMI tracks every month and instantly transform those rankings into a concise report covering only the specific offerings of their 401k (or other plan).
The Fund Performance Rankings report contains performance data and momentum rankings on more than 1600 no-load funds and ETFs. The funds included have been selected on the basis of asset size, brand familiarity, and brokerage availability. You'll find help in understanding how to use the FPR (page 2), an overview of the 70+ risk categories that help you compare "apples to apples" (page 3), and explanations for the various data-column headings (page 4).
You can sign up to receive an email each month when the data goes live. Just go to the SMI home page and click on "My Account" under Quick Links. From there you can go to the "Email Subscriptions" page and check the box next to "FPR/Tracker Update" to receive the monthly email notification.