15-Minute Portfolio Strategy & Performance Review

Private Call with Dr. Matt Lutey, PhD – $250

Learn how to analyze portfolio performance across multiple time horizons using professional-grade risk metrics.

These portfolios demonstrate superior risk-adjusted results — outperforming the S&P 500 on both Sharpe and Sortino ratios. On this call, we focus specifically on your capital, goals, and next steps.

What We’ll Cover

1. Performance Framework

• How to evaluate returns across 1-year, 3-year, 5-year, and 10-year horizons

• Understanding Sharpe vs. Sortino ratios

• Identifying whether your current strategy is compensating you appropriately for risk

2. Portfolio Review

• Assets under management (AUM) discussion

• Current allocation structure

• Benchmarks you should be using (and whether they are appropriate)

• Risk tolerance vs. actual portfolio volatility

3. Strategic Direction

• Determine a clear path forward

• Identify which Lutey portfolio models or tactical allocation frameworks align with your objectives

• Clarify whether growth, value, tactical rotation, or hybrid approaches best fit your situation

4. Ongoing Education & Coaching

• Discuss continued coaching options

• Identify webinar topics most relevant to you

• Outline structured questions and releases throughout the year

• Create a roadmap for systematic portfolio refinement

Who This Call Is For

• Investors managing their own capital

• Advisors refining their model portfolios

• Professionals seeking disciplined, research-based allocation strategies

• Individuals serious about improving risk-adjusted performance

After Booking

You will receive:

• A calendar link to schedule your 15-minute session

• A short intake form to submit AUM, objectives, and current allocation

• A confirmation email with preparation instructions