SPL MODEL DETAIL PAGES
Select from the models below to see the model detail page showing performance, construction, model behavior and allocations.
You can download PDFs of each model page individually. Alternatibvely, you can download all models as one PDF using the date picker and button here.
You can download PDFs of each model page individually. Alternatibvely, you can download all models as one PDF using the date picker and button here.
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PERFORMANCE DISCLOSURE
Sherman Portfolios, LLC (“SPL”) is an investment manager who offers model portfolio strategies to its clients. Model returns presented are those of the model portfolios illustrated in this fact sheet, and reflect the contemporaneous investment strategy decisions made by the strategist’s investment professionals for each performance period presented. The returns donot reflect the results of the actual trading of any account or group of accounts and are thereby hypothetical in nature. All returns greater than one year are annualized. The returns reflect the reinvestment of dividends and interest and are net of the 0.80% management fee, the highest fee charged by SPL in the Sherman Portfolios, LLC TAMP. The models are managedby contemporaneously recording hypothetical trades based upon SPL’s proprietary methodologies. Such trades are not live trades and are not influenced by emotional or subjective reactions to extraneous market, economic, political and related factors. The performance returns illustrated do not represent actual client accounts and do not incorporate cash inflows or outflows. Model returns are calculated by using the daily percentage change for each position to calculate the model return.In certain cases, the performance may use “substitute” performance for investments that do not have a performance history over the report’s entire period. For example, if a proposal includes an ETF that has been in existence for only five years in a report showing ten years of performance history, another ETF for the first five years may be substituted for purposes of approximating the performance of the model throughout the entire period. Substituted performance is an additional layer of hypothetical information that will further reduce the accuracy of the results shown, and therefore substituted holdings should be considered approximations for illustrative purposes only.
Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Discretion to choose which benchmark models are compared against can make the returns we show you appear to be better than if they were compared to a different and more appropriate benchmark.
While SPL believes the models’ historical returns may be representative of future returns, future returns may be materially different for clients depending on a variety of factors including the prevailing market, economy, tax, and political environment, cash flows and the timing of such cash flows, SPL expectations, forecasts, and related factors. During the historical period, inflation, interest rates, and equity returns may be materially different relative to SPL’s future expectations of performance.
The performance of accounts may differ from the performance shown for a variety of reasons, including the fees assessed by third parties; the third parties decision to exercise its discretion to implement a given strategy in a way that differs from the models; the timing of implementation of strategy updates; investor-imposed investment restrictions; and the timing and nature of investor-initiated cash flow activity in the account. For all of the reasons described above, actual performance may differ substantially from the hypothetical results.
The strategies employed in managing the model portfolios may involve algorithmic techniques such as trend analysis, relative strength, moving averages, various momentum, and related strategies. There is no assurance that these strategies and techniques will yield positive outcomes or prevent losses. Technical trading models are mathematically driven based upon historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models utilize mathematical algorithms to attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends and there is no assurance that the mathematical algorithms employed are designed properly, new data is accurately incorporated, or the software can accurately predict future market, industry and sector performance.
Individual model fact sheets are available upon request. The factsheets are intended to provide an overview of the model portfolios and the presented performance history is not intended to replicate the actual performance of the model portfolios. Rather the factsheet is intended to provide a general framework to understand the concept, strategy, and allocation structure employed by SPL in managing the model portfolios.
Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Discretion to choose which benchmark models are compared against can make the returns we show you appear to be better than if they were compared to a different and more appropriate benchmark.
While SPL believes the models’ historical returns may be representative of future returns, future returns may be materially different for clients depending on a variety of factors including the prevailing market, economy, tax, and political environment, cash flows and the timing of such cash flows, SPL expectations, forecasts, and related factors. During the historical period, inflation, interest rates, and equity returns may be materially different relative to SPL’s future expectations of performance.
The performance of accounts may differ from the performance shown for a variety of reasons, including the fees assessed by third parties; the third parties decision to exercise its discretion to implement a given strategy in a way that differs from the models; the timing of implementation of strategy updates; investor-imposed investment restrictions; and the timing and nature of investor-initiated cash flow activity in the account. For all of the reasons described above, actual performance may differ substantially from the hypothetical results.
The strategies employed in managing the model portfolios may involve algorithmic techniques such as trend analysis, relative strength, moving averages, various momentum, and related strategies. There is no assurance that these strategies and techniques will yield positive outcomes or prevent losses. Technical trading models are mathematically driven based upon historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models utilize mathematical algorithms to attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends and there is no assurance that the mathematical algorithms employed are designed properly, new data is accurately incorporated, or the software can accurately predict future market, industry and sector performance.
Individual model fact sheets are available upon request. The factsheets are intended to provide an overview of the model portfolios and the presented performance history is not intended to replicate the actual performance of the model portfolios. Rather the factsheet is intended to provide a general framework to understand the concept, strategy, and allocation structure employed by SPL in managing the model portfolios.
LEGAL DISCLAIMER
The Sherman Portfolios financial research publication and website, hereinafter referred to as "Portfolio Signals", are published by Sherman Portfolios, LLC, 2000 John Loop, Coeur d’Alene, ID 83814.
Portfolio Signals is sold exclusively to licensed and registered financial professionals and is intended solely for their use in developing investment advice for their clients. Specific usage of certain elements of Portfolio Signals with your clients maybe subject to your own firm’s compliance requirements. Portfolio Signals is not intended as investment advice, nor as an offer or solicitation of an offer to sell or buy any security, nor as an endorsement, recommendation or sponsorship of any company, security, or fund. Portfolio Signals, its publisher and the publisher's employees and affiliates have no fiduciary relationship with subscribers to Portfolio Signals or with the clients of those subscribers.
Portfolio Signals is provided "as is" without warranty of any kind. Sherman Portfolios, LLC, its affiliates and employees are not liable for its usefulness, timeliness, accuracy, or suitability, and we specifically disclaim all other warranties, expressed or implied, including but not limited to implied warranties or fitness for any particular purpose. In addition, no representation or warranty, expressed or implied is made as to the effectiveness of its research or investment models or to its accuracy, completeness or correctness, and we assume no responsibility for typographical errors, inaccuracies or other errors which may occur. The user assumes all risk, and neither Sherman Portfolios, LLC, nor any of its affiliates or employees shall have any liability for any loss sustained by anyone who has used the information contained in the Portfolio Signals or associated publications and communications.
Portfolio Signals is confidential to subscribers only. Its unauthorized use, release, reproduction, or redistribution, in whole orin part, by photocopying, email, entry into a data retrieval system, or by any other means is strictly prohibited. Subscribers may not use Portfolio Signals for third-party management except by prior written arrangement with Sherman Portfolios, LLC.
Portfolio Signals is protected by all applicable U.S. and international copyright laws.
Portfolio Signals is sold exclusively to licensed and registered financial professionals and is intended solely for their use in developing investment advice for their clients. Specific usage of certain elements of Portfolio Signals with your clients maybe subject to your own firm’s compliance requirements. Portfolio Signals is not intended as investment advice, nor as an offer or solicitation of an offer to sell or buy any security, nor as an endorsement, recommendation or sponsorship of any company, security, or fund. Portfolio Signals, its publisher and the publisher's employees and affiliates have no fiduciary relationship with subscribers to Portfolio Signals or with the clients of those subscribers.
Portfolio Signals is provided "as is" without warranty of any kind. Sherman Portfolios, LLC, its affiliates and employees are not liable for its usefulness, timeliness, accuracy, or suitability, and we specifically disclaim all other warranties, expressed or implied, including but not limited to implied warranties or fitness for any particular purpose. In addition, no representation or warranty, expressed or implied is made as to the effectiveness of its research or investment models or to its accuracy, completeness or correctness, and we assume no responsibility for typographical errors, inaccuracies or other errors which may occur. The user assumes all risk, and neither Sherman Portfolios, LLC, nor any of its affiliates or employees shall have any liability for any loss sustained by anyone who has used the information contained in the Portfolio Signals or associated publications and communications.
Portfolio Signals is confidential to subscribers only. Its unauthorized use, release, reproduction, or redistribution, in whole orin part, by photocopying, email, entry into a data retrieval system, or by any other means is strictly prohibited. Subscribers may not use Portfolio Signals for third-party management except by prior written arrangement with Sherman Portfolios, LLC.
Portfolio Signals is protected by all applicable U.S. and international copyright laws.
