Sherco Portfolio and Investing Guidelines
The Sherco Scoreboard™ educational strategy is designed to help members learn how to build resilient, long-term portfolios using high-quality, dividend-paying companies.
The guidelines below are provided for general educational purposes to illustrate key concepts of diversified portfolio construction.
Sherco Portfolio and Investing Guidelines
The Sherco Scoreboard™ educational strategy is designed to help members learn how to build resilient, long-term portfolios using high-quality, dividend-paying companies.
The guidelines below are provided for general educational purposes to illustrate key concepts of diversified portfolio construction.
Building Blocks
(General Educational Guidelines)
Building Blocks
(General Educational Guidelines)
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Key Portfolio Principles (Educational)
Key Portfolio Principles (Educational)
Diversification with Discipline
Spread capital thoughtfully across sectors and industries — but only when individual companies meet educational quality principles. Diversification should serve a purpose, not be performed blindly.
Position Size with Purpose
Larger allocations may align with companies that demonstrate higher Sherco Score metrics — not just brand familiarity.
Review Holdings When Scores Change
If a holding’s Educational Zone shifts toward "Caution" or "Significant Risk Observed," it may be a sign to reevaluate the company’s fundamentals. Educational scores should guide review, not emotional reactions.
Cash as a Strategic Option
Holding cash temporarily (5–10%) is an educational concept that reflects patience when few companies meet quality scoring thresholds.
Diversification with Discipline
Spread capital thoughtfully across sectors and industries — but only when individual companies meet educational quality principles. Diversification should serve a purpose, not be performed blindly.
Position Size with Purpose
Larger allocations may align with companies that demonstrate higher Sherco Score metrics — not just brand familiarity.
Review Holdings When Scores Change
If a holding’s Educational Zone shifts toward "Caution" or "Significant Risk Observed," it may be a sign to reevaluate the company’s fundamentals. Educational scores should guide review, not emotional reactions.
Cash as a Strategic Option
Holding cash temporarily (5–10%) is an educational concept that reflects patience when few companies meet quality scoring thresholds.
Sherco’s Long-Term Investing Philosophy
Sherco’s Long-Term Investing Philosophy
Our educational scoring system favors building diversified, long-term portfolios gradually over time — typically by holding between 15 and 25 high-quality, dividend-paying businesses.
This approach is rooted in time-tested investing research and aligns with Sherco’s mission:
Principled. Patient. Profitable.
We believe this balance offers educational insight into how disciplined investing may better navigate risk while seeking sustainable, long-term wealth building.
Our educational scoring system favors building diversified, long-term portfolios gradually over time — typically by holding between 15 and 25 high-quality, dividend-paying businesses.
This approach is rooted in time-tested investing research and aligns with Sherco’s mission:
Principled. Patient. Profitable.
We believe this balance offers educational insight into how disciplined investing may better navigate risk while seeking sustainable, long-term wealth building.
How we Evaluate Companies
Additional Information for
Consideration
Additional Information for
Consideration
Should I automatically reinvest dividends "Dividend Reinvestment Plan" (DRIP)?
How should I invest over time? (Especially When Starting Small)
How do taxes affect my investments?
What should I do if my stocks are down?
When should I consider selling a stock?
What is the Sherco Method?
What does the “High Quality Opportunity” zone mean?
What does the “Solid Fundamentals / Monitor” zone mean?
What does the “Caution / Reevaluation Suggested” zone mean?
What does the “Significant Risk Observed” zone mean?
How often is the Scoreboard updated?
Why don’t you display the current stock price on the Scoreboard?
Do I need to invest in every stock on the Scoreboard?
Can I follow the Sherco Method with just $500 or $1,000?
When is a good time to start investing?
How much money should I start investing with?
Is now a good time to invest? What if the market drops after I buy?
What if I pick the wrong stock?
What if I don’t have time to track the market every day?
Should I automatically reinvest dividends "Dividend Reinvestment Plan" (DRIP)?
How should I invest over time? (Especially When Starting Small)
How do taxes affect my investments?
What should I do if my stocks are down?
When should I consider selling a stock?
What is the Sherco Method?
What does the “High Quality Opportunity” zone mean?
What does the “Solid Fundamentals / Monitor” zone mean?
What does the “Caution / Reevaluation Suggested” zone mean?
What does the “Significant Risk Observed” zone mean?
How often is the Scoreboard updated?
Why don’t you display the current stock price on the Scoreboard?
Do I need to invest in every stock on the Scoreboard?
Can I follow the Sherco Method with just $500 or $1,000?
When is a good time to start investing?
How much money should I start investing with?
Is now a good time to invest? What if the market drops after I buy?
What if I pick the wrong stock?
What if I don’t have time to track the market every day?
Should I automatically reinvest dividends "Dividend Reinvestment Plan" (DRIP)?
How should I invest over time? (Especially When Starting Small)
How do taxes affect my investments?
What should I do if my stocks are down?
When should I consider selling a stock?
What is the Sherco Method?
What does the “High Quality Opportunity” zone mean?
What does the “Solid Fundamentals / Monitor” zone mean?
What does the “Caution / Reevaluation Suggested” zone mean?
What does the “Significant Risk Observed” zone mean?
How often is the Scoreboard updated?
Why don’t you display the current stock price on the Scoreboard?
Do I need to invest in every stock on the Scoreboard?
Can I follow the Sherco Method with just $500 or $1,000?
When is a good time to start investing?
How much money should I start investing with?
Is now a good time to invest? What if the market drops after I buy?
What if I pick the wrong stock?
What if I don’t have time to track the market every day?