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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 8.89% 5.86% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.18% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 17.31% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.07% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 36.22% 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.
    Dec 31, 2017
  • BSMF Beat the 75th percentile of mutual funds over 5 years.
    Dec 31, 2017
  • BSMF Beat the 75th percentile of mutual funds over 3 years.
    Dec 31, 2017
  • BSMF Beat the 75th percentile of mutual funds over 1 year.
    Dec 31, 2017
Articles

Broad Spectrum Mutual Fund

BSMF | Price History
BSMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 37.94% 1.04%
Large Cap : Blend 31.07% 1.64%
Large Cap : Value 24.89% 1.85%
Mid Cap : Growth 3.49% -2.39%
Small Cap : Growth 1.54% 1.08%
Mid Cap : Blend 1.29% 1.38%
Mid Cap : Value 0.46% 2.03%
BSMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Raymond Meyers $4,477,557.88
Inception: Ticker Symbol: # of Securities:
September 29, 2000 BSMF 37
Description:

1. Growth stocks in new technologies and markets. Examples: TSLA, AAPL, NVDA

2. Dividend stocks for continued growth in stable markets. Examples: NEE, XOM, BA

3. Blue-chip and dividend stocks for a cushion in down markets. CAT, KO,  DIS

Overall Strategy: 
Maintain steady growth of the NAV

BSMF | Turnover
Last Month 1.34%
Last 3 Months 2.54%
Last 6 Months 7.74%
Last 12 Months 12.68%
BSMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $1,230,277.71
2 NVDA $585,513.66
3 TSLA $468,978.99
4 BA $216,439.59
5 CSCO $157,501.67
Position Symbol Gains
1 SCTY -$207,285.45
2 VIAV -$99,547.27
3 ADBE -$81,788.99
4 JCP -$47,655.31
5 MTLQQ -$43,950.05
BSMF | Skill Metrics
All Positions
Winning % 55.26%
Avg. Gain/Loss Ratio 4.71
BSMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 46.53% 1.15%
Consumer Discretionary 19.56% 1.65%
Industrials 12.07% 0.27%
Energy 9.93% 2.54%
Health Care 4.26% 1.01%
Real Estate 3.17% 1.84%
Financials 2.70% 1.81%
Consumer Staples 1.44% 0.46%
Materials 1.02% 1.32%
BSMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
BSMF 1.57% -2.22% 3.97% 3.97%
S&P 500 1.60% -4.24% 1.14% 1.14%
NASDAQ 1.77% 0.00% 0.00% 0.00%
BSMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -0.54% -0.97% 0.43%
Last Month -2.93% -4.58% 1.65%
Last 3 Months 4.80% 4.39% 0.41%
Last 6 Months 12.86% 11.73% 1.13%
Last 12 Months 29.47% 16.73% 12.74%
Last 2 Years 69.41% 46.66% 22.75%
Last 3 Years 44.27% 36.44% 7.83%
Last 5 Years 128.90% 97.97% 30.93%
Last 10 Years 247.72% 144.57% 103.15%
Since Inception 340.83% 165.21% 175.62%
(Annualized) 8.89% 5.76% 3.13%
Data as of: 02/22/2018
BSMF | Alpha/Beta VS. S&P 500
Alpha 2.95%
Beta 1.03
R-Squared 0.81
BSMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NVDA 639.24%
2 LOW 272.41%
3 BA 230.59%
4 AAPL 208.52%
5 MMM 190.08%
Position Symbol Inception Return
1 DUK -22.57%
2 GE -20.82%
3 AMBA -6.25%
4 SMG -4.21%
5 HSY -3.51%