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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 8.94% 5.98% View Fund Stats Track Fund
RETURN PERIOD (As Of: 07/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 13.55% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 14.95% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 14.43% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 16.16% 15.43% Fund has a 1 year track record.  
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Achievements
  • BSMF Beat the 75th percentile of mutual funds over 10 years.
    Jul 31, 2018
  • BSMF Beat the 75th percentile of mutual funds over 5 years.
    Jul 31, 2018
  • BSMF Beat the 75th percentile of mutual funds over 3 years.
    Jul 31, 2018
Articles

Broad Spectrum Mutual Fund

BSMF | Price History
BSMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 36.05% 0.23%
Large Cap : Blend 31.83% 0.62%
Large Cap : Value 25.17% 0.06%
Mid Cap : Growth 3.17% 1.15%
Small Cap : Growth 1.15% 0.61%
Mid Cap : Blend 1.12% 1.29%
Mid Cap : Value 0.77% 1.06%
Unclassified Market Cap : Unclassified Style 0.61% 1.71%
Small Cap : Blend 0.12% 1.60%
BSMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Raymond Meyers $4,650,051.29
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 3.35%
Last 3 Months 5.15%
Last 6 Months 8.7%
Last 12 Months 16.44%
BSMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $1,358,743.52
2 NVDA $591,775.49
3 TSLA $423,050.81
4 BA $212,431.59
5 CSCO $171,800.45
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 % 56.41%
Avg. Gain/Loss Ratio 4.50
BSMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 44.70% 0.37%
Consumer Discretionary 18.29% 0.87%
Energy 11.89% -0.23%
Industrials 10.68% 0.17%
Health Care 4.53% 1.70%
Real Estate 4.22% -0.25%
Financials 2.65% 0.74%
Consumer Staples 1.60% 0.61%
Materials 0.83% 1.92%
Unallocated 0.61% 1.71%
BSMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
BSMF 0.41% 3.79% 5.57% 9.22%
S&P 500 0.24% 1.20% 0.00% 0.00%
NASDAQ 0.06% 0.00% 0.00% 0.00%
BSMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.56% 0.00% 0.56%
Last 30 Days 3.96% 1.23% 2.73%
Last 3 Months 5.47% 4.09% 1.38%
Last 6 Months 4.73% 5.25% -0.52%
Last 12 Months 19.81% 19.00% 0.81%
Last 2 Years 55.46% 34.92% 20.54%
Last 3 Years 60.85% 47.99% 12.86%
Last 5 Years 108.52% 89.99% 18.53%
Last 10 Years 262.08% 174.71% 87.37%
Since Inception 363.09% 180.37% 182.72%
(Annualized) 8.94% 5.93% 3.01%
Data as of: 08/19/2018
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 647.14%
2 BA 222.48%
3 AAPL 221.45%
4 DIS 153.89%
5 MMM 151.69%
Position Symbol Inception Return
1 AMBA -26.32%
2 GE -26.22%
3 DUK -19.64%
4 SMG -19.54%
5 FSLR -18.63%