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Portfolio Implementation Program - $4,497

A 10-session, one-on-one program designed to help you build, optimize, and scale a high-performance investment portfolio.

What This Program Does

Most investors:

Chase headlines
Overtrade
Lack a repeatable system

This program fixes that.

You’ll leave with:

A clearly defined portfolio structure
A rules-based allocation framework
A system for selecting and managing positions
A plan for adapting to changing market conditions

Program Breakdown

Session 1: Portfolio Audit

Review current holdings
Identify inefficiencies and risks

Session 2: Framework Design

Define your portfolio structure
Align with your goals and time horizon

Session 3: Model Integration

Apply growth, value, and tactical models
Identify high-probability opportunities

Session 4: Allocation Strategy

Capital distribution across assets
Exposure based on market conditions

Session 5: Trade Selection

Identify what to buy (and why)
Build your watchlist and selection criteria

Session 6: Execution Rules

Entry and exit frameworks
Timing and confirmation signals

Session 7: Risk Management

Position sizing
Downside protection using the Lutey Recession Indicator

Session 8: Optimization

Refine positions and allocation
Improve efficiency

Session 9: Scaling Strategy

Grow capital responsibly
Adjust size and exposure over time

Session 10: Final System Build

Lock in your full process
Create a repeatable long-term strategy

What’s Included

10 private 1-on-1 sessions
Priority email support between sessions
Session summaries + action steps
A complete, repeatable investment framework

Why This Works

This is not theory.

This program is built on:

Live, out-of-sample tested portfolio models
A structured macro + allocation framework
Proven systems used to outperform over time

Who This Is For

✔ Investors serious about improving performance
✔ Those managing $100K–$1M+
✔ Professionals who want structure, not noise

Investment

$4,497

(10 sessions — normally $5,000 individually)