Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to receive monthly performance updates by email.

Track Manager
Invest Today

Want more information on investing with this manager?

If you are interested in investing in one of Raymond Meyers's funds. Click the link below to get started.

Invest Today

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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
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
Articles

Broad Spectrum Mutual Fund

BSMF | Price History
BSMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 38.21% -0.59%
Large Cap : Blend 30.54% -0.19%
Large Cap : Value 24.07% -0.47%
Mid Cap : Growth 3.20% 0.04%
Small Cap : Growth 1.93% 1.28%
Mid Cap : Blend 1.32% -0.07%
Unclassified Market Cap : Unclassified Style 0.44% -0.27%
Mid Cap : Value 0.29% -0.26%
BSMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Raymond Meyers $4,191,456.47
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 3.04%
Last 3 Months 5.2%
Last 6 Months 5.61%
Last 12 Months 12.49%
BSMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $1,228,295.93
2 NVDA $517,507.19
3 TSLA $430,816.79
4 BA $139,803.50
5 XEL $137,616.34
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 % 59.46%
Avg. Gain/Loss Ratio 3.82
BSMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 47.09% -0.06%%
Consumer Discretionary 18.30% -0.82%%
Energy 11.58% 0.02%%
Industrials 10.39% -0.49%%
Health Care 4.64% -0.29%%
Real Estate 3.68% -0.36%%
Financials 1.97% -0.49%%
Consumer Staples 1.20% 0.13%%
Materials 1.16% -1.28%%
BSMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
BSMF -0.00% 1.26% 5.75% 34.66%
S&P 500 -0.08% 0.85% 3.08% 16.00%
NASDAQ 0.07% 0.00% 0.00% 0.00%
BSMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.57% 1.32% 0.25%
Last Month 2.88% 1.45% 1.43%
Last 3 Months 7.25% 7.00% 0.25%
Last 6 Months 13.97% 8.55% 5.42%
Last 12 Months 39.81% 20.30% 19.51%
Last 2 Years 46.86% 29.82% 17.04%
Last 3 Years 41.23% 34.05% 7.18%
Last 5 Years 122.78% 104.76% 18.02%
Last 10 Years 197.71% 123.81% 73.90%
Since Inception 319.15% 153.53% 165.62%
(Annualized) 8.71% 5.57% 3.14%
Data as of: 11/22/2017
BSMF | Alpha/Beta VS. S&P 500
Alpha 3.1%
Beta 1.03
R-Squared 0.81
BSMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NVDA 571.76%
2 AAPL 209.95%
3 LOW 205.80%
4 MMM 184.65%
5 DIS 162.87%
Position Symbol Inception Return
1 DUK -16.89%
2 MITT -5.60%
3 AMD -5.40%
4 FSLR -3.01%
5 LC -0.81%