Technical     |     Tactical     |     Optimal

STRATEGIES&MODELS

Alpha Generators  |  February, 2020

CMSIXSHERMAN

Tactical Model Blends

1.

SHERMANBALANCED 

This model combines relative-strength rankings, current Market trends, and predetermined minimum and maximum Equities exposure. It provides a very effective way to deal with typical "investor risk profile" considerations. The goal of this Model is to be fully invested in equities during Bull Markets, and only exposed to the relatively few days with the highest probability of profit during Bear Markets.

This Model Portfolio uses a highly-accurate identification of the current Market Condition (Positive, Neutral, Negative). Pre-selected Sherman Sheet model choices are automatically applied to each Market Condition for each of four Levels, reflecting escalating levels of market exposure.

SS_Balanced_Model_Chart_1-20.png

2.

SHERMANCONSERVATIVE 

Capital Management Services employs the use of low-cost ETFs and Mutual Fund's in a trend following system that systematically adjusts the portfolios as various market conditions change. The purpose of the Conservative model is to utilize a blend of bond ETFs, low equity ETF exposure and cash when the markets are in a negative condition, while employing a conservative approach with more equity ETFs when the

This Model Portfolio uses a highly-accurate identification of the current Market Condition (Positive, Neutral, Negative). Pre-selected Sherman Sheet model choices are automatically applied to each Market Condition for each of four Levels, reflecting escalating levels of market exposure.

SS_Balanced_Model_Chart_1-20.png

3.

SHERMAN ULTRACONSERVATIVE 

Capital Management Services employs the use of low-cost ETFs and Mutual Fund's in a trend following system that systematically adjusts the portfolios as various market conditions change. The purpose of the Conservative model is to utilize a blend of bond ETFs, low equity ETF exposure and cash when the markets are in a negative condition, while employing a conservative approach with more equity ETFs when the

This Model Portfolio uses a highly-accurate identification of the current Market Condition (Positive, Neutral, Negative). Pre-selected Sherman Sheet model choices are automatically applied to each Market Condition for each of four Levels, reflecting escalating levels of market exposure.

SS_Balanced_Model_Chart_1-20.png

4.

SHERMANBREAKAWAY/BOSS

Capital Management Services employs the use of low-cost ETFs and Mutual Fund's in a trend following system that systematically adjusts the portfolios as various market conditions change. The purpose of the Conservative model is to utilize a blend of bond ETFs, low equity ETF exposure and cash when the markets are in a negative condition, while employing a conservative approach with more equity ETFs when the

This Model Portfolio uses a highly-accurate identification of the current Market Condition (Positive, Neutral, Negative). Pre-selected Sherman Sheet model choices are automatically applied to each Market Condition for each of four Levels, reflecting escalating levels of market exposure.

SS_Balanced_Model_Chart_1-20.png

5.

SHERMAN GROWTH 

Capital Management Services employs the use of low-cost ETFs and Mutual Fund's in a trend following system that systematically adjusts the portfolios as various market conditions change. The purpose of the Conservative model is to utilize a blend of bond ETFs, low equity ETF exposure and cash when the markets are in a negative condition, while employing a conservative approach with more equity ETFs when the

This Model Portfolio uses a highly-accurate identification of the current Market Condition (Positive, Neutral, Negative). Pre-selected Sherman Sheet model choices are automatically applied to each Market Condition for each of four Levels, reflecting escalating levels of market exposure.

SS_Balanced_Model_Chart_1-20.png

6.

SHERMAN ULTRAGROWTH 

Capital Management Services employs the use of low-cost ETFs and Mutual Fund's in a trend following system that systematically adjusts the portfolios as various market conditions change. The purpose of the Conservative model is to utilize a blend of bond ETFs, low equity ETF exposure and cash when the markets are in a negative condition, while employing a conservative approach with more equity ETFs when the

This Model Portfolio uses a highly-accurate identification of the current Market Condition (Positive, Neutral, Negative). Pre-selected Sherman Sheet model choices are automatically applied to each Market Condition for each of four Levels, reflecting escalating levels of market exposure.

SS_Balanced_Model_Chart_1-20.png

Notes & Disclaimer:

Stock market indices, like the S&P 500 Index, are unmanaged groups of securities considered to be representative of the stock market in general or subsets of the market, and their performance is not reflective of the performance of any specific investment. Investments cannot be made directly into an index. Historical returns data are calculated using data provided by sources deemed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness. This information is provided "AS IS" without any warranty of any kind. All historical returns data should be considered hypothetical. Past performance is no guarantee of future results.

Comments...Questions?

Cali

California Office

30700 Russell Ranch Road, Suite 250
Westlake Village, CA 91362

Office: (747) 220-6700

Missouri Office - HQ

410 Sovereign Court, Suite 14
Manchester, MO 63011

Office: (636) 207-5830

CMSIX

Direct Office: (949) 880-9200

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