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.
90 Day Free Trial
Free trial to the famous investor model portfolios. No Credit card needed.
Free Trial
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).

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.