Before you launch.

Sherman Portfolios (SPL) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. SPL serves third party financial organizations such as registered investment advisers and FINRA registered broker-dealers. The information presented herein is intended solely for financial intermediaries and their registered financial professionals. Unless you are affiliated with a financial intermediary you are hereby directed to consult with an appropriately registered financial professional in connection with viewing any material presented on this website.

By clicking ‘I AGREE’ below, you are confirming that you are associated with a financial intermediary.

REMOVE THE NOISE. GO INTERSTELLAR.
3-2-1. Liftoff.

Automate your trades using models designed to minimize risk and maximize returns.

STARSHIP is the final frontier - engineered for full automation, allowing you to move away from spending your time making trades, to getting new passengers (clients) to join the journey.

Our turnkey asset management program is ideal for financial advisors who have an expanding business and take their fiduciary role seriously. With STARSHIP, your trades are made automatically, so you won’t have to worry about being on a plane or in a client meeting and missing a signal.

It's our mission to create an out-of-this world investment journey for you and your clients and STARSHIP propels your business to go interstellar, where there's no noise.

The #1 performing model since inception (2/1/2023).
Here's how it looks from an algorithmically backtested perspective
SPL Harmony 4
$100K investment grows to
$2,916,289
MDD: -16.7%
LXR: 4
ALL YRS
1 YR
3 YRS
5 YRS
10 YRS
15.9%
15.73%
10.09%
11.99%
27.26%
7.68%
16.38%
16.48%
20.2%
14.68%
SPDR S&P 500 ETF Trust (SPY)
SPL HARMONY II MODEL
ANNUALIZED RETURNS
SPDR S&P 500 ETF Trust (SPY)
$100K investment grows to
$551,862
MDD: -59.1%
LXR: 15

All data advertised here is hypothetical data from January 1, 2001 through January 30, 2024. The returns displayed are not based on actual client results.

STARSHIP launched in January of 2023, with real full-month performance results starting in February 2023.

SHERMAN PORTFOLIOS OVERSEES ASSETS UNDER MANAGEMENT OF OVER $300M.

Factsheets for all model performance on STARSHIP TAMP is available upon request.

SEE ALL MODEL PERFORMANCEdownload fee breakdown
TOP TEN PERFORMERS INCEPTION TO DATE (ITD)
MODEL NAME
1 YR
5 YR
10 YR
ITD
YTD

Harmony  4

35.48%

n/a

n/a

33.73%

6.75%

Harmony  2

25.13%

n/a

n/a

28.05%

4.14%

Breakaway Stocks™ S&P 500

22.52%

n/a

n/a

27.67%

9.23%

Breakaway Stocks™ RUSSELL 1000

21.19%

n/a

n/a

25.53%

5.93%

SECTOR ROTATION 2

22.11%

n/a

n/a

24.02%

4.80%

DELTA-V+CALENDAR

16.81%

n/a

n/a

22.20%

3.57%

DELTA-V+CALENDAR w/ STARPATH

18.10%

n/a

n/a

19.81%

3.55%

HARMONY 3

21.28%

n/a

n/a

18.42%

2.77%

DELTA-V

16.24%

n/a

n/a

18.02%

3.26%

ACTIVE 80

15.27%

n/a

n/a

16.95%

3.91%

ALL DATA ADVERTISED HERE IS BASED ON ACTUAL CLIENTS RETURNS & ASSETS UNDER MANAGEMENT ON STARSHIP TAMP. DATA FROM FEBRUARY 1, 2023 THROUGH APRIL 30, 2024.Annual returns are net of Sherman Portfolios’ highest management fee and trading costs of 0.85%. Returns reflect since inception (ITd)1, 5, & 10‐year periodS: 2/1/23 — 1/31/24.