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Welcome to The Sherman Sheet. Call us toll-free at 1-888-957-3438
The Sherman Sheet delivers to Financial Advisors a daily roadmap to success, featuring:
Models that work
Explanations that "click" with clients
Tools that save you time and build your book
With The Sherman Sheet as your private market expert, you'll become a more confident, assured and valuable resource to your clients than ever before, and you'll enjoy more freedom to concentrate on the real business of your business - managing clients and attracting new ones.
Is it for me?
Our subscription service for professional Financial Advisors is ideal for those who:
  • Would rather spend their time on client matters than on market analysis.
  • Would benefit from having a simple, sensible supply-and-demand based framework for explaining markets and strategies to clients and prospects.
  • Have clients in 401k, VA or other circumstances where hold-time and trade frequency restrictions are important.
  • Need strategies which can be implemented across the spectrum of client profiles.
  • Would rather proactively guide their clients through difficult times and bear markets, instead of telling them to simply, "hang in there."
Sign-up for a 30-Day Free Trial!
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To get a no-pressure, no-obligation, no-credit-card-required 30-day Free Trial of The Sherman Sheet, just click here now. At only $100 per month after the Free Trial, we're confident The Sherman Sheet will pay for itself many times over in your Practice.
Need more information?
To speak with one of our team members about our service, feel free to call us toll-free at 1-888-957-3438, or ask questions anytime in the live "chat" window in the bottom-right corner of this page.

Also be sure to check out these informative introductory resources.
Click to view 10-minute Video Overview. 10-Minute Video Overview
View this short video to "meet" Bill Sherman and learn the basics of how our "Fact-Based Investing" philosophy can help you to inexpensively simplify your life and grow your business.
Click Live Tuesday and Thursday Webinars
For more in-depth information about our service, register to attend our live webinars. On Tuesdays we discuss the "why" of what we do, and on Thursdays we cover "what" is included in a Sherman Sheet subscription.
Toll-free Telephone: 1-888-957-3438
Email: info@theshermansheet.com
Model Portfolios
These tables show recent historical data for The Sherman Sheet model portfolios compared to their benchmarks.
Equity Models 2012
YTD*		 2011 2010 2009 2008 5-year
Annual*
Bull/Bear -1.1% -10.1% 25.6% 30.6% 0.3% 10.5%
Buy/Replace 4.2% -0.8% 25.6% 31.4% -40.4% 1.7%
Bull/Calendar -1.3% -2.3% 25.6% 39.4% 28.6% 19.8%
Calendar Effects 1.5% 17.7% 12.4% 11.1% 27.3% 13.6%
Global ETF -1.4% -6.4% 5.4% 24.9% 12.0% 10.8%
Benchmark: S&P500 5.3% 0.0% 12.8% 23.5% -38.5% -2.4%
Bond Model 2012
YTD*		 2011 2010 2009 2008 5-year
Annual*
Multi-Sector Bond -1.0% 21.5% 1.6% 13.5% 9.8% 9.6%
Benchmark: AGG 1.6% 7.7% 6.4% 3.0% 7.9% 6.3%
Policy Portfolios 2012
YTD*		 2011 2010 2009 2008 5-year
Annual*
Level 1: 20/80 0.7% 3.7% 8.6% 10.5% 3.7% 6.9%
Level 2: 40/60 -0.2% -0.1% 11.0% 14.9% 2.3% 7.3%
Level 3: 60/40 -1.2% -3.9% 13.2% 19.3% 0.9% 7.6%
Level 4: 80/20 -2.1% -7.8% 15.2% 23.6% -0.6% 7.7%
Level 5: 100% Eq -3.1% -11.7% 17.0% 28.0% -2.0% 7.6%
Benchmark: 60/40 3.9% 3.7% 10.2% 15.6% -21.9% 1.6%
*YTD data through May 16, 2012. 5-year annualized data through 12/31/2011. See Legal & Disclaimer information for qualifiers regarding historical data.
Need a strategy for difficult markets? Our Calendar Effects strategy was up +17% in 2011, and an astonishing +27% in 2008!
Bill Sherman is a recognized authority in the arcane field of Calendar Effects in the Stock Market. Since 2001, he has profitably guided hundreds of advisors with thousands of clients through both of the recent Bear Markets and the Bull Market between them - with NO losing years!

While being exposed to the market only 28% of the time, the Calendar Effects strategy gained 17.7% in a very difficult 2011, and it produced an amazing +27.1% during a disastrous 2008 that saw the S&P 500 Index lose a whopping 38.5%.

Our Calendar Effects Strategy is included in The Sherman Sheet, and it's just one of the model portfolio strategies we provide to help you profitably guide your clients. To learn more about the Sherman Calendar Effects Strategy, click here.

To download an informative two-page .pdf brochure about The Sherman Sheet and what is included in each subscription, click on the image below.
Click here to download two-page Sherman Sheet .pdf flyer.