Note: The Portfolio Toolkit was updated on Jan. 11, 2012. Included changes are:

- Historic data updated through December 31, 2011.

- Expanded sample disclaimer added to the Alternate Disclaimer tab.

The Sherman Sheet Portfolio Toolkit is a spreadsheet containing one-page printable illustrations of each of the Sherman Sheet Model Portfolios. A special feature is the "Blended Model Generator", which allows you to create printable custom blended models incorporating your own mixtures of the Sherman Sheet models and fixed income. Just enter your custom mix of % allocations to the models (and fixed income), and immediately a 10-year hypothetical table of annual returns and a 10-year chart is created.

If you'd like to view a 22-minute video tutorial describing the use and customization features of The Sherman Sheet Portfolio Toolkit, click here.

Note:The Toolkit was made with Excel 2007 and is compatible with Excel 2007 and Excel 2010. If you are using any earlier version of Excel, or if you need an ".xls" version, click here instead. This version is not as cosmetically appealing as the ".xlsx" version, but it is functionally the same.

Date: August 5, 2011

Running time: 1 hour, 24 minutes

MP3 File size: 19MB

Discussion Topics:

• In this call Bill discussed the recent market decline, the current levels of our intermediate-term Shermanator and longer-term Bull/Bear indicators, our action plan going forward, and the placement of of our strategic, emergency "stop". Bill also fielded a variety of questions from those in attendance.

Date: June 9,2011

Running time: 49 minutes

MP3 File size: 17MB

Discussion Topics:

• Differences between the longer-term Bull/Bear indicator and the intermediate-term Shermanator
• The meaning of the current Shermanator position in the "lower end zone"
• Why the Shermanator didn't turn "red" in the recent pullback
• The position of the Bull/Bear Indicator relative to the Bear Market Threshold level
• Which Model Portfolios are impacted by the Shermanator
• Policy Portfolio "variable" choices
• Questions and answers from "Bill's Mailbag"

Date: May 4, 2011

Running time: 1 hour, 12 minutes

MP3 File size: 21MB

Discussion Topics:

• Calendar Effects: What they are, how they work, how to explain them, and how we take advantage of them in our Calendar Effects Model.
• The Model Portfolio Matrix: a review of our new 1-page quick-reference guide to all the Model Portfolios contained in The Sherman Sheet
• Questions and answers from "Bill's Mailbag"

Date: March 16, 2011

Running time: 43.5 minutes

MP3 File size: 10MB

Discussion Topics:

• The change in the Shermanator intermediate-term indicator from "green" to "red"
• The implications of the signal change, the models it effects, and how to implement the change in your practice
• Questions and answers from those in attendance

Date: March 11, 2011

Running time: 1 hour, 32 minutes

MP3 File size: 22MB

Discussion Topics:

• Inaugural "Open-Mic" call in which subscribers were invited to bring their questions, observations and other topics they wished to discuss. The discussion was preceded by a review of "Bill's Mailbag", during which Bill read and answered a number of subscriber emails that were selected for their universal interest.