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Long-term, risk-aware portfolios for financial planners in the age of AI-driven markets 

 

I help the Financial Planning Community build and maintain portfolios that align with their goals, manage risk, and use technology responsibly. 

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Since February 2025, the CAN SLIM model incorporating the Volume Price Confirmation Indicator (VPCI) has gained 48%, outperforming the S&P 500’s 33% return over the same period. Using a model portfolio of $400,000, both the Simplified CAN SLIM and Graham portfolios have delivered comparable results, demonstrating consistent outperformance relative to the benchmark. This indicates that the CAN SLIM framework—whether in its full or simplified form—along with the Graham-based value portfolio, continues to generate strong alpha and validate their underlying selection criteria in varying market conditions.

Matt Lutey
CEO, Dr Lutey Research

Meet Dr. Matt Lutey

Matt has studied technical analysis and portfolio construction since 2010. Over the last 15 years, he has refined his processes and models, drawing on conversations with mentors and advisors outside the classroom. He received his Ph.D. in Engineering from the University of New Orleans in 2018. He's based out of Atlanta, GA and serves clients locally and nationwide / globally. 

Blending traditional financial planning with modern tools like AI, without losing sight of human judgement. 

Read More of Matt's Story

How Matt can help you

 

 See How We Structure Portfolios For Clients Like You. 

Rules based approach to investing - with historical validity and point-in-time survivor-bias free data from sources like Standard and Poor's Compustat and FACT SET. Repeatable analytical investing for modern day portfolio managers - 

Portfolio Types
Free Trading Playbook

Get My 2 Favorite Trade Setups For $100–$2,000 Accounts

Free preview from my personal tradebook showing the exact entries, exits, and risk rules.

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How we work / simple process

  1. 15‑minute call to understand your goals and current portfolio
  2. Portfolio analysis: risk, costs, diversification, alignment with your goals
  3. Clear recommendations: what to keep, what to change, and why

30-minute consulting call. 1 on 1. Portfolio review or general overview q/a consulting call. 

Priyanka Ranjit, CEO - PiTrade

"Lutey Growth - CAN SLIM & Lutey Quality - Dividend Buffet both outperformed the SP500 from November 2025-January 2026 with 9% return each."

Buff Dormeier, CMT - Forbes Best in State Financial Advisor / Indiana.

"Lutey Research Portfolios perform better than the best!"

About Matt

Matt is a finance PhD (University of New Orleans, 2019) and professor. He builds models that track best performing stocks based on fundamental and technical properties that show the strongest fundamental and momentum properties with a proven track record of out performance. He builds university classes that meet the students at their level and brings them through the material through learning by doing. 

The site is an education platform that shows portfolio strategies that outperform the market historically, recession signals, day-trading strategies, investment courses and financial modeling courses. Key takeaways are: 

  • 15 years of research experience and building models that outperform the market. 
  • Applications that show the models continue to outperform in real time after publication.
  • Data used with point-in-time survivor-bias free estimates from the Center for Research in Security Prices (CRSP) and Fact Set via Portfolio123.com.

 

Education & University‑Level Classes

In addition to working with clients one‑on‑one, I also teach university‑level finance courses that I now offer to the public. These are for professionals who want a deeper, structured understanding of how markets and corporate finance actually work.

  • Corporate Finance
  • Investments
  • Stock Valuation (theoretical)
  • International Finance
  • Advanced Corporate Finance (graduate / MBA level)

Ideal for serious individual investors, finance professionals, and those seeking structured continuing education in finance.

I teach university‑level finance and investing courses designed so anyone can understand how portfolios are built and evaluated, regardless of their starting point.

If you’ve ever felt in the dark about what’s happening in your investments, these classes give you the foundation you were never taught.

View Classes & Certificates