Best-in-Class Managers
Dynamic Asset Allocation | Portfolio Optimizations



January, 2020



The Harmony Level 1 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: Level 1, Level 2, Level 3 and Level 4. The Market Condition is determined by the number of Sherman timeframe indicators that are positive. When all 3 are positive, the Market Condition is Positive, when all 3 are negative, the Market Condition is Negative, and there is disagreement among the indicators, the Market Condition is Neutral.


The Harmony uses the Buy/Replace model during Positive Market Conditions, and the Multi-Sector Bond model during Neutral or Negative Market Conditions. Using the Sherman Sheet Portfolio Toolkit, you can create custom versions of Harmony using your own model assignments for each of the three Market Conditions.

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.


Level 1

  • Name: William Sherman

  • Company: W.E Sherman & Co. 

  • Experience: 27 Years (Active)

  • Strategy: Tactical Long-Short

Dynamic Risk Management

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