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1 - We don't know where the market will go - and neither does anyone else.
2 - Wherever the market goes, it will get there by trending.
3 - Along the way, there will be outperformers and underperformers.
Armed with these three core beliefs, we are well equipped to handle whatever the market brings - all without having to make a single prediction. Using supply and demand analysis, our Fact-Based strategy concentrates on identifying market trends to determine market exposure, and identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.
Deliverables
We translate our investing philosophy into actionable, easy to understand information - and deliver it to your email inbox.
Every market day, you get daily reports that keep you abreast of market conditions, rankings of US and International asset classes by relative strength and trend status, and numerous Model Portfolios that implement our strategies for a wide variety of client needs and risk profiles.
Each weekend you receive our expanded market "Situation Report" (designed with client communications in mind), an analysis of the world's major asset classes, and all of the Custom Portfolio Reports you have signed up for - at no extra cost. By the way, you will find our Custom Portfolio Reports to be a godsend in giving you all the tools needed to manage your clients' 401k, 403b, VA, IRA and other assets that are out there waiting for you to capture!
Subscribers also get exclusive access to our unique Model Portfolio Toolkit and the companion Position Calculator. These tools give you the power to create your own blends of model portfolios exactly tailored to the needs of your practice and your clients.
Simplify Your Life - Grow Your Business
The Sherman Sheet has been called "the biggest bargain in the financial services industry" - and we intend to keep it that way!
The Sherman Sheet will simplify your life by giving you tools and solutions that enable you to achieve greater results with less time and effort than ever before.
The Sherman Sheet will help you grow your business by giving you the tools you need to capture more client assets, and more time to tend to the real business of your business: servicing your clients and finding new ones!
With The Sherman Sheet, you will stand out from other advisors and never again be just another "me too" competitor.
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