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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 8.74% 5.80% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.03% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 15.72% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 12.78% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 18.19% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
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Achievements
  • BSMF Beat the 75th percentile of mutual funds over 10 years.
    May 31, 2018
  • BSMF Beat the 75th percentile of mutual funds over 5 years.
    May 31, 2018
  • BSMF Beat the 50th percentile of mutual funds over 3 years.
    May 31, 2018
  • BSMF Beat the 50th percentile of mutual funds over 1 year.
    May 31, 2018
Articles

Broad Spectrum Mutual Fund

BSMF | Price History
BSMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 37.05% -0.16%
Large Cap : Blend 30.91% 0.15%
Large Cap : Value 23.91% 0.59%
Mid Cap : Growth 3.37% 0.19%
Small Cap : Growth 1.37% -1.01%
Mid Cap : Blend 1.20% 1.81%
Unclassified Market Cap : Unclassified Style 1.01% -1.46%
Mid Cap : Value 0.89% 0.96%
Small Cap : Blend 0.12% 3.47%
BSMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Raymond Meyers $4,423,159.27
Inception: Ticker Symbol: # of Securities:
September 29, 2000 BSMF 39
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 1.11%
Last 3 Months 3.72%
Last 6 Months 6.46%
Last 12 Months 12.39%
BSMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $1,263,219.48
2 NVDA $597,995.49
3 TSLA $438,375.77
4 BA $202,967.59
5 CSCO $153,680.45
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 % 53.85%
Avg. Gain/Loss Ratio 4.74
BSMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 46.23% 0.42%
Consumer Discretionary 18.08% -0.96%
Industrials 10.99% 0.86%
Energy 10.52% 0.93%
Health Care 4.23% 0.81%
Real Estate 3.72% 0.81%
Financials 2.57% 0.92%
Consumer Staples 1.55% 0.60%
Unallocated 1.01% -1.46%
Materials 0.93% 0.64%
BSMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
BSMF 0.00% 0.81% 4.84% 4.32%
S&P 500 0.19% 1.83% 0.00% 0.00%
NASDAQ -0.26% 0.00% 0.00% 0.00%
BSMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -2.33% -0.87% -1.46%
Last 30 Days 0.59% 0.96% -0.37%
Last 3 Months 5.36% 6.96% -1.60%
Last 6 Months 3.25% 3.67% -0.42%
Last 12 Months 16.02% 15.39% 0.63%
Last 2 Years 58.02% 37.55% 20.47%
Last 3 Years 44.73% 38.05% 6.68%
Last 5 Years 114.01% 91.92% 22.09%
Last 10 Years 236.03% 160.02% 76.01%
Since Inception 342.32% 171.99% 170.33%
(Annualized) 8.74% 5.80% 2.94%
Data as of: 06/22/2018
BSMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
BSMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NVDA 674.30%
2 LOW 280.75%
3 BA 215.03%
4 AAPL 205.20%
5 TSLA 166.19%
Position Symbol Inception Return
1 GE -25.15%
2 DUK -21.97%
3 FSLR -16.54%
4 AMBA -15.38%
5 SMG -13.17%