How Can I Beat the S&P 500 While Lowering Risk and Achieving Higher Returns?

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 effectively. Although past performance does not guarantee future results, our live studies show that these portfolios have continued to outperform in real-time, out-of-sample testing, consistent with their historical performance.

From 2013–2023, including both in-sample and out-of-sample periods, the Lutey Growth and Lutey Value portfolios, when combined with disciplined technical analysis insights, have delivered market-beating returns while maintaining significantly lower volatility than the S&P 500 benchmark. This combination provides advisors with a systematic, evidence-based approach to seeking higher returns with lower risk.

The Client’s Question vs The Advisor’s Responsibility

• Clients want “beat the market, less risk”
• Advisors need “defensible, realistic strategies”

Conditions Where Beating the S&P with Less Risk Is Plausible

• Multi-asset portfolios
• Long time horizons
• Rules-based approaches exploiting known risk premia

A Research-Driven Approach You Can Explain to Clients

1. Start from client goals & risk tolerance
2. Diversify beyond S&P
3. Use research-backed tilts, not stock picking stories
4. Communicate clearly about expectations and risk

The Lutey Research Portfolios are built to give you exactly this kind of story: a research-based, rules-driven way to seek better outcomes than a simple S&P 500 fund, with a clear process you can explain to clients.

 👉🏼https://www.drmattlutey.com/offers/Urrvu2mF/checkout Invest in the Annual Bundle for the top 3 portfolios.