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Follow trends in technology and invest in companies moving forward with innovations. Maintain a solid foundation of blue-chip and brick-and-mortar companies that provide a cushion against market volatility, and dividends for liquid assets and purchases.
| (BSMF) Broad Spectrum Mutual Fund | |||
|---|---|---|---|
| MODEL INCEPTION (09/29/2000) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
| 18+ YRS (As of: 06/28/2019) | 8.66% | 5.93% | View Fund Stats |
| RETURN PERIOD (As Of: 06/30/2019) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
| 15 YRS | 12.08% | 8.75% |  |
| 10 YRS | 16.69% | 14.70% |  |
| 5 YRS | 11.63% | 10.72% |  |
| 3 YRS | 18.46% | 14.22% |  |
| 1 YR | 8.24% | 10.45% |  |
| Show Fund Strategy | |||
| Click Here to View More Information About This Fund. | |||
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BSMF Beat the 75th percentile of mutual funds over 15 years.
Jun 30, 2019 -
BSMF Beat the 75th percentile of mutual funds over 10 years.
Jun 30, 2019 -
BSMF Beat the 50th percentile of mutual funds over 5 years.
Jun 30, 2019 -
BSMF Beat the 50th percentile of mutual funds over 3 years.
Jun 30, 2019 -
BSMF Beat the 50th percentile of mutual funds over 1 year.
Jun 30, 2019
Ray Meyers Sells Nvidia, Buys JP Morgan Chase
In the midst of today's 1,175 point drop in the Dow, Raymond Meyers stepped into the fray to sell some Nvidia and buy some JP Morgan Chase. Here's why he picked Nvidia to sell instead of Apple or Read More...
FEB 05, 2018 | Forbes Article
Nvidia Has Doubled Since March, But Ray Meyers Is Not Selling
Many investors would be tempted to sell when a stock doubles. But seasoned investors know that sometimes the first double is the market's way of telling you that you were right. Ray Meyers first Read More...
NOV 10, 2017 | Forbes Article
Tesla Is As Misunderstood Today As Apple Was 10 Years Ago
Ten years ago when Apple launched the first iPhone, the stock was at $22, and Wall Street considered it overvalued compared to Microsoft. Since then, Apple is up 540% and Microsoft is up 160%. Wall Read More...
OCT 23, 2017 | Forbes Article
FEB 09, 2015 | Forbes Featured
Yes, Apple Can Double From Here
For many investors Apple (NASDAQ:AAPL) is the single best investment they have ever made. There is nothing a company can do to inspire more loyalty among shareholders than to make them rich and Apple Read More...
JAN 16, 2015 | Forbes Article
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