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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
18+ YRS (As of: 12/03/2018) 8.65% 5.43% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 17.82% 13.75% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 13.94% 10.05% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 15.75% 10.37% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 5.69% 1.30% Beat the 50th percentile of mutual funds over 1 year.  
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Achievements
  • BSMF Beat the 75th percentile of mutual funds over 10 years.
    Nov 30, 2018
  • BSMF Beat the 75th percentile of mutual funds over 5 years.
    Nov 30, 2018
  • BSMF Beat the 75th percentile of mutual funds over 3 years.
    Nov 30, 2018
  • BSMF Beat the 50th percentile of mutual funds over 1 year.
    Nov 30, 2018
Articles

Broad Spectrum Mutual Fund

BSMF | Price History
BSMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 35.66% -1.42%
Large Cap : Blend 33.06% 0.74%
Large Cap : Value 25.37% 0.25%
Mid Cap : Growth 1.89% -0.42%
Mid Cap : Value 1.18% -5.22%
Mid Cap : Blend 1.14% 0.46%
Small Cap : Growth 0.82% 0.44%
Unclassified Market Cap : Unclassified Style 0.77% -2.29%
Small Cap : Blend 0.11% -0.42%
BSMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Raymond Meyers $4,769,499.98
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 0.69%
Last 3 Months 4.74%
Last 6 Months 8.45%
Last 12 Months 16.51%
BSMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $1,389,583.52
2 NVDA $658,135.49
3 TSLA $375,887.21
4 BA $229,359.59
5 CSCO $186,380.45
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 % 55.13%
Avg. Gain/Loss Ratio 4.84
BSMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 45.54% 0.13%
Consumer Discretionary 17.31% -1.70%
Energy 11.67% 1.04%
Industrials 11.22% -0.14%
Health Care 4.51% 0.14%
Real Estate 4.01% 1.33%
Financials 2.56% -0.94%
Consumer Staples 1.56% 0.32%
Materials 0.84% 0.92%
Unallocated 0.77% -2.29%
BSMF | Recent Returns vs S&P 500
MTD QTD YTD
BSMF 0.12% 8.73% 12.49%
S&P 500 0.00% 0.00% 0.00%
BSMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 5.24% 0.00% 5.24%
Last Month -1.02% -0.78% -0.24%
Last 3 Months -5.17% -8.73% 3.56%
Last 2 Years 53.30% 24.85% 28.45%
Last 3 Years 55.71% 33.73% 21.98%
Last 5 Years 94.80% 62.61% 32.19%
Last 10 Years 435.25% 271.34% 163.91%
Since Inception 351.88% 162.00% 189.88%
(Annualized) 8.65% 5.44% 3.21%
Data as of: 12/03/2018
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 727.13%
2 BA 244.20%
3 AAPL 225.42%
4 MMM 159.00%
5 DIS 158.81%
Position Symbol Inception Return
1 GE -28.57%
2 AMBA -24.56%
3 DUK -20.62%
4 FSLR -20.12%
5 SMG -16.10%