• INCEPTION (09/29/2000)

  • 17 YRS
  • AVG. ANNUAL RETURN

  • 8.71%
  • S&P RETURN

  • 3.51%
(BSMF) Broad Spectrum Mutual Fund

BSMF Growth of $10,000

BSMF
BSMF Composite
S&P 500

BSMF Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BSMF YTD S&P YTD
20173.05%5.00%2.27%1.98%5.69%0.16%3.29%3.27%-0.06%4.43%--32.98% 16.91%
2016-6.57%0.01%9.23%-3.60%0.32%1.87%4.71%-2.19%1.53%-0.87%0.99%4.64%9.54% 11.96%
2015-0.62%4.16%-2.22%1.05%2.00%-2.83%0.14%-5.78%-1.69%3.96%-0.09%-0.79%-3.11% 1.38%
2014-2.65%7.20%0.80%3.50%3.03%3.19%-0.76%5.99%-3.41%3.58%3.93%-2.09%23.95% 13.69%
20130.82%-0.28%2.24%4.00%3.66%-1.65%6.87%-0.91%1.85%2.91%0.23%2.25%23.98% 32.39%
20126.07%4.91%2.74%-1.34%-6.77%2.24%1.70%3.14%1.32%-1.76%-1.09%0.30%11.38% 16.00%
20110.32%1.56%-1.08%3.82%-1.44%-2.93%1.15%-3.42%-4.16%9.91%-2.27%3.14%3.81% 2.11%
2010-4.35%4.29%8.10%4.20%-5.95%-5.26%8.01%-6.17%9.53%5.57%1.75%3.48%23.53% 15.06%
2009-4.91%-6.94%12.09%13.07%2.80%2.89%12.22%1.98%3.63%-1.46%7.15%5.21%56.29% 26.46%
2008-12.18%-3.62%1.72%8.66%2.54%-9.88%-1.40%2.04%-13.31%-15.52%-7.92%-0.79%-41.82% -37.00%
20072.25%-1.51%1.86%9.93%4.25%-0.42%-1.95%1.99%5.11%5.18%-4.29%1.23%25.39% 5.49%
20063.95%-1.15%-0.48%3.24%-6.06%0.29%1.62%4.00%3.82%4.96%2.61%-0.66%16.75% 15.79%
2005-1.83%3.68%-1.01%-3.26%5.10%-0.21%4.80%-0.88%0.52%-3.67%3.22%-0.30%5.82% 4.91%
20040.77%1.43%1.19%-3.49%1.99%2.69%-2.26%-0.25%2.32%3.26%6.49%0.85%15.65% 10.88%
20030.08%-2.29%4.45%6.73%7.05%-0.47%3.75%7.52%0.92%9.84%0.33%-1.14%42.46% 28.68%
20024.54%0.58%7.14%0.73%-0.42%-11.39%-9.57%-4.41%-8.19%1.13%5.84%-6.21%-20.23% -22.10%
2001-1.77%-11.93%-3.80%7.74%-4.21%2.79%-1.73%-4.65%-15.18%5.19%12.99%1.39%-15.44% -11.89%
2000--------0.00%-2.40%-9.90%-2.95%-14.65% -7.82%
Returns greater than 5%
Returns less than -5%

BSMF Composite Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BSMF YTD S&P TR YTD
20173.24%5.17%2.46%2.12%5.83%0.06%3.50%3.45%0.06%4.71%--34.96% 16.91%
2016-6.44%0.17%9.43%-3.46%0.47%2.06%4.86%-2.01%1.69%-0.67%1.16%4.82%11.73% 11.96%
2015-0.67%4.24%-2.10%1.17%2.16%-2.65%0.27%-5.70%-1.53%4.17%0.14%-0.64%-1.57% 1.38%
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

BSMF Top 5 Holdings


Symbol Name Current Price % Fund
AAPL Apple Inc $174.96 15.03%
NVDA NVIDIA Corp $214.93 11.79%
TSLA Tesla Inc $312.60 10.08%
CSCO Cisco Systems Inc $36.45 6.09%
BA Boeing Co $265.15 5.38%
Total 48.36%

BSMF Skill Metrics


Over the past years, Raymond has invested in a total of 74 stocks at one time or another and made money on 44 (59.46%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 59.46%
Trading Skills Avg. Gain/Loss Ratio 3.82

BSMF Alpha/Beta


Alpha 3.1
Beta 1.03
R-Squared 81.23