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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 8.73% 5.70% View Fund Stats Track Fund
RETURN PERIOD (As Of: 03/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.84% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.56% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 12.72% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 22.55% 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.
    Mar 31, 2018
  • BSMF Beat the 75th percentile of mutual funds over 5 years.
    Mar 31, 2018
  • BSMF Beat the 75th percentile of mutual funds over 3 years.
    Mar 31, 2018
  • BSMF Beat the 75th percentile of mutual funds over 1 year.
    Mar 31, 2018
Articles

Broad Spectrum Mutual Fund

BSMF | Price History
BSMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 35.92% -0.97%
Large Cap : Blend 30.18% -1.94%
Large Cap : Value 26.49% -0.52%
Mid Cap : Growth 4.26% -1.02%
Small Cap : Growth 1.58% -2.00%
Mid Cap : Blend 1.26% -0.52%
Mid Cap : Value 0.40% -2.51%
BSMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Raymond Meyers $4,303,067.81
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 1.06%
Last 3 Months 3.33%
Last 6 Months 7.57%
Last 12 Months 14.26%
BSMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $1,225,000.29
2 NVDA $549,975.10
3 TSLA $394,206.17
4 BA $204,103.35
5 CSCO $162,788.77
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 % 53.95%
Avg. Gain/Loss Ratio 4.70
BSMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 47.13% -1.42%
Consumer Discretionary 16.94% -2.67%
Industrials 11.89% -0.34%
Energy 10.93% -0.27%
Health Care 4.39% -0.59%
Real Estate 3.70% -1.67%
Financials 2.66% 1.84%
Consumer Staples 1.48% -1.47%
Materials 0.95% -1.13%
BSMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
BSMF -1.04% 3.07% 3.07% 2.56%
S&P 500 -0.57% 2.57% 2.57% 0.00%
NASDAQ -0.78% 0.00% 0.00% 0.00%
BSMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 2.05% 2.53% -0.48%
Last 30 Days -0.55% -0.04% -0.51%
Last 3 Months -3.03% -2.73% -0.30%
Last 6 Months 6.43% 6.18% 0.25%
Last 12 Months 26.69% 17.94% 8.75%
Last 2 Years 48.91% 34.72% 14.19%
Last 3 Years 46.22% 38.57% 7.65%
Last 5 Years 121.93% 93.25% 28.68%
Last 10 Years 221.72% 141.68% 80.04%
Since Inception 334.84% 166.40% 168.44%
(Annualized) 8.73% 5.74% 2.99%
Data as of: 04/18/2018
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 625.45%
2 LOW 232.13%
3 BA 217.88%
4 AAPL 211.56%
5 MMM 169.82%
Position Symbol Inception Return
1 GE -23.06%
2 DUK -21.38%
3 SMG -11.99%
4 AMD -9.79%
5 D -8.24%