Lutey Research Design

Lock in a year of Lutey portfolios and get 2 months free:

CAN SLIM SP500 + GRAHAM SP500 + BUFFET SP500

What you get

With the Lutey Research Portfolio Bundle (Annual), you’ll get ongoing access to:

Lutey Growth CAN SLIM
A research-driven growth portfolio based on the CAN SLIM framework, focused on identifying leading companies with strong earnings and momentum.
Lutey Value Graham
A value-focused portfolio inspired by Graham-style fundamentals, emphasizing undervalued, higher-quality businesses.
Lutey Quality or Dividend Buffett
A quality and/or dividend-oriented portfolio modeled on “Buffett-style” principles, designed to emphasize durable, cash-generating companies.

All three portfolios are built on the same core principles:

Evidence-based, rules-driven construction
Live, out-of-sample testing that has tracked well with historical research
A focus on improving risk-adjusted returns versus a simple S&P 500 exposure

(As always, past performance does not guarantee future results.)

Why an annual option

If you’re using these portfolios with clients, you’re not thinking in 30-day increments. You’re planning across full market cycles.

The annual plan is designed to match that reality:

Commit to a full year of research and portfolio access
Pay $1,470 for the year instead of $[monthly x 12]
That’s effectively 2 months free compared to staying on monthly billing

It also locks in your pricing for the next 12 months.

Who this is for

This is a good fit if:

You’re actively using the portfolios (or plan to) with client accounts
You want a consistent, documented framework for portfolio decisions
You prefer to lock in costs for the year and not think about monthly renewals

If you’re just exploring, the monthly option is still available. If you’re serious about building a research-based practice, the annual bundle is likely the more efficient option.

How to upgrade

I’ve set up a simple checkout page for the annual bundle here:

👉 [Upgrade to the Annual Lutey Portfolio Bundle]
If you’re already on a monthly plan:

Purchase the annual bundle at the link above
Once your annual access is confirmed, you can cancel your existing monthly subscription so you’re not double-billed

If you have questions about how this fits with your current usage or client base, just hit reply and ask. I’ll give you a straightforward answer.