Dedicated Portfolio Support

Monthly Portfolio Recommendations for $100,000 to $1,000,000+ account size 

Each portfolio is rebalanced monthly using equal weighting following the specific 'Guru' methodology simplified from the American Association of Individual Investors (AAII.com) with Volume Price Confirmation Indicator (VPCI) added. The results of adding VPCI to Famous Investor portfolios is summarized in Lutey (2024) - Paper link below. 

Lutey (2024) Does Volume Price Confirmation Indicator Improve Famous Investor Portfolios

Graham VPCI SP500

The Benjamin Graham Portfolio with Volume Price Confirmation (VPCI) added. 

CAN SLIM VPCI SP500

The CAN SLIM Portfolio with Volume Price Confirmation (VPCI) added. 

CAN SLIM C-N VPCI SP500

The CAN SLIM C-N Portfolio with Volume Price Confirmation (VPCI) added. 

VPCI Only on All U.S. Stocks

The Volume Price Confirmation Indicator (VPCI) only All U.S. Stocks Including Foreign Primary, ranked by CAN SLIM criteria. 

Graham All U.S. Stocks

The Benjamin Graham Portfolio on all U.S. stocks including Foreign Primary. 

CAN SLIM VPCI All U.S. Stocks

The CAN SLIM Portfolio with Volume Price Confirmation (VPCI) added. 

CAN SLIM C-N All U.S. Stocks

The CAN SLIM C-NPortfolio on All U.S. Stocks, including Foreign Primary with VPCI. 

Buffet All U.S. Stocks

The Warren Buffet Portfolio only All U.S. Stocks Including Foreign Primary. 

Greenblatt All U.S. Stocks

The Joel Greenblatt Portfolio on all U.S. stocks including Foreign Primary. 

Greenblatt SP500 

The Greenblatt Portfolio with Volume Price Confirmation (VPCI) added. 

Buffett SP500 

The Buffet Portfolio on the SP500 with VPCI. 

VPCI SP500 

The VPCI portfolio on the SP500. 

90 Day Free Trial

Free trial to the famous investor model portfolios. No Credit card needed. 

Free Trial

Famous Investor Portfolios

Famous Investor Portfolios Monthly.

Monthly Updates

Rebuilt Portfolios Up to Date Features

Updated features, learn to build the portfolios from portfolio123.com from scratch. Stay current on the rules and methodology updated from the paper. Includes access to the monthly portfolios for life - one time fee (limited availability).

Intermediate (Pre-Sale)

Advanced Technology + Bloomberg Market Integration

I will walk you through step by step how to re build the portfolios in Bloomberg using the equity screen <eqs> go as well as Bloomberg Python Integration. Mathematica integration also available. 

 

Advanced (Pre-Sale)