Latest Articles
View our recent updates.
A rules-based S&P 500 strategy that aims to outperform the index over time with lower drawdowns, by tactically shifting between equity and debt and combining growth, value, and quality factors.
The Lutey Tactical S&P 500 System bundles three research-based S&P 500 portfolios with the Lutey Recessio...
How Can I Beat the S&P 500 While Lowering Risk and Achieving Higher Returns?
By following proven, research-based stock portfolios that have historically outperformed the S&P 500 across multiple, overlapping timeframes, advisors can reasonably aim to achieve similar results while managing risk more ...
Mastering the All-Weather Portfolio: Tactical Allocation with the Lutey Recession Indicator
A groundbreaking study in the Journal of Portfolio Management just dropped, and it's a game-changer for anyone serious about blending growth and value strategies. It explores an "all-weather" portfolio that ...
I found my old Blogger posts from 2014-2019. Prior to starting on the CAN SLIM Newsletter and Famous Investor Portfolio Project. They cover life in South Florida and moving to New Orleans and the start of my PhD in Financial Economics.
I've noticed that there is an optimal area to place bets on options with futures based on the time decay and strike price. For example: An option with an expected move close to expiration shows strong movement at one strike, vs no movement in another.
Price formed a bounce on the support 4 level a...
The SP500 (SPY) showed a VPCI VBOT reading on Nov 24, 2025. Historically this reading has produced profitable investing signals when tested on the 11 Sector SPDR ETFs. This result is published in the Journal of Beta Investment Strategies (2025).
