Ongoing Coaching

Longer-term project consulting. Learn the rules applied to equity and debt allocation and tactical risk overlay switching while optimally investing in the right mix of the Lutey research portfolios.

$5,000 Consulting & Implementation Program

“Tactical Portfolio Accelerator”

Bridge Program Between Monthly Portfolios and Portfolio Mastery

This program is designed for investors, traders, advisors, and advanced self-directed market participants who want more than just portfolio signals — but are not yet ready for the full private implementation experience of the $9,997 Portfolio Mastery program.

The Tactical Portfolio Accelerator bridges the gap between:

Passive portfolio subscription models
Tactical portfolio management
Real-world implementation experience
Research-backed quantitative frameworks
Technical analysis and portfolio decision-making

The goal is to teach clients how to:

Understand why a portfolio changes
Rebuild and monitor models in practice
Use tactical overlays to improve risk-adjusted returns
Identify weakening holdings before major breakdowns
Blend quantitative research with practical chart interpretation

Program Structure

Price

$4,997 One-Time

2 Payments of $2,750

Limited cohort format with optional private upgrades.

What Is Included

1. Group Coaching Experience (Core Program)

6 Weeks Live

Weekly live sessions combining:

Portfolio construction
Tactical rotation
Technical analysis
Bloomberg implementation
Screening workflows
Portfolio review

Format

1 live group session per week
90–120 minutes each
Small cohort environment
Q&A and implementation walkthroughs
Recorded replays included

2. Private Consulting Sessions

Included Value: $2,000+

Participants receive:

4 Private 1-on-1 Sessions

(Equivalent to $500/hour consulting)

Topics may include:

Rebuilding CAN SLIM models
Portfolio diagnostics
Tactical overlay integration
Risk management
Position replacement
Bloomberg workflow setup
Technical chart review
Capital allocation framework

3. Tactical Portfolio Framework Training

Participants learn how to combine:

Fundamental Models

CAN SLIM
Buffett / Value overlays
Graham Hybrid approaches
Sector allocation logic
Relative strength ranking

Tactical Technical Overlays

Using:

VPCI
Moving Average 10 framework
Relative volume behavior
Trend confirmation
Momentum deterioration analysis
Oversold/overbought rotation logic

Core framework includes:

VPCI = VWMA - SMA

and moving average confirmation concepts such as:

MA_{10}

4. Bloomberg DCF Implementation Module

Students learn how to:

Build simplified discounted cash flow models
Estimate intrinsic value ranges
Compare valuation versus momentum
Identify fundamentally weakening companies
Replace deteriorating holdings

Topics include:

Terminal value assumptions
Growth forecasting
Free cash flow estimation
Relative valuation overlays
Sector comparison workflows

Core DCF concepts include:

DCF = \sum_{t=1}^{n}\frac{FCF_t}{(1+r)^t} + \frac{TV}{(1+r)^n}

5. “Keep or Dump” Tactical Decision Framework

A major part of the program focuses on portfolio maintenance.

Students learn how to identify:

Stocks losing momentum
Distribution behavior
Failed breakouts
Weakening relative strength
Volume deterioration
Failed VPCI confirmations
DCF deterioration relative to peers

The objective is not simply finding good stocks —
it is learning when to:

Hold
Reduce
Rotate
Exit
Replace

before major underperformance occurs.

6. In-Person Experience Option

Optional Live Workshop Upgrade

Selected cohorts may include:

In-person portfolio workshop
Live chart review sessions
Trading psychology discussions
Bloomberg demonstrations
Tactical implementation labs
Networking dinners or market sessions

Potential cities:

Atlanta
Chicago
New York
Dallas
Miami

7. Course Curriculum

Module 1 — Tactical Portfolio Foundations

Portfolio architecture
Risk budgeting
Exposure management
Tactical allocation

Module 2 — Quantitative Screening

Relative strength systems
Factor ranking
Portfolio123 workflows
Screening logic

Module 3 — VPCI & MA10 Tactical Timing

Trend confirmation
Oversold identification
Momentum continuation
Risk-off transitions

Module 4 — Bloomberg DCF Modeling

Valuation overlays
Forecasting
Replacing failing holdings
Sector comparison

Module 5 — Technical Analysis Integration

Support/resistance
Relative strength
Moving averages
Volume behavior
Trend structure

Module 6 — Portfolio Maintenance

Rebalancing
Rotation logic
Sell discipline
Tactical adjustments

Ideal Client

This program is designed for:

Advanced DIY investors
Financial advisors
Traders transitioning into portfolio management
MBA students and finance professionals
Users of the monthly portfolio products
Investors wanting a repeatable implementation process

Upgrade Path

Tactical Portfolio Accelerator — $4,997

→ Learn implementation and tactical management

Portfolio Mastery — $9,997+

→ Private high-touch buildout
→ Advanced customization
→ AI model integration
→ Institutional-level workflows
→ Ongoing strategic consulting

CTA Section

Learn How to Implement Tactical Portfolio Management in Practice

Move beyond simply receiving portfolio holdings.

Learn how to:

Rebuild the models
Evaluate weakening stocks
Blend valuation with momentum
Use technical analysis tactically
Implement quantitative portfolio systems in real time

Applications for the next cohort are limited.