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Raymond Meyers

Retired Nuclear Trainer

Investment Strategy

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. 


Funds
(BSMF) Broad Spectrum Mutual Fund
MODEL INCEPTION (09/29/2000) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS 8.71% 5.57% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.64% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 15.15% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 12.52% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 33.39% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • BSMF Beat the 75th percentile of mutual funds over 10 years.
    Sep 30, 2017
  • BSMF Beat the 75th percentile of mutual funds over 5 years.
    Sep 30, 2017
  • BSMF Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2017
  • BSMF Beat the 75th percentile of mutual funds over 1 year.
    Sep 30, 2017
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