Build a Portfolio That Adapts to the Market - Automatically

A rules-based system that rotates between growth and defense to outperform the S&P 500 with less volatility.

• +130% excess return vs S&P 500
• Lower drawdowns during market stress
• Fully systematic (no guesswork)

Backtested Results (2013–2023)

• +130% excess return vs S&P 500
• Lower volatility
• Higher Sharpe ratio

What You Actually Do

1. Log in → see current allocation (growth vs defense)
2. Apply the model to your portfolio
3. Rebalance monthly or quarterly
4. Let the system guide decisions

• Spots limited for coaching add-on

• ✅ Instant access to all 3 portfolios
• ✅ Monthly allocation updates
• ✅ Advisor-ready framework

Built by Dr. Matt Lutey
Finance Professor | Portfolio Manager | Quant Researcher
Combining academic rigor with real-world execution

Position vs alternatives:

Option	Outcome
DIY investing	Inconsistent, emotional decisions
Financial advisor	Expensive, generic portfolios
Lutey Tactical System	Rules-based, adaptive, data-driven

This is for:

• Investors managing $50K–$5M
• Advisors looking for a systematic model
• Traders who want structure beyond intuition

Cancel anytime. No long-term commitment.