Portfolio Mastery Portfolio Mastery

Learn to master the investment philosophy of 60% equity - 40% debt and auto tactical allocation between debt and equity based on the business cycle and market environment. A coaching - webinar / video series. Updated to current economic and market conditions 

Apply principles and best practices from my recent research. To achieve optimal portfolio allocations. 

Learn to stride between 60% equity and 40% debt based on your own comfort level. Lern what stocks to hold and own based on the current phase of the market. 

Learn the portfolio rules and strategies used to build a efficient portfolio with lower standard deviation than the overall market (SP500) - with higher Sortino and higher Sharpe Ratios and a less severe maximum drawdown. 

Rebuild the model shown in the images above👆🏼

Learn to re-build and receive a copy of the complete portfolio tracking spreadsheet. Learn to describe concepts like Sortino Ratio, upside and downside capture - while tracking the portfolio over a longer horizon and capturing a point-in time snapshot. 

Go from the image (before / where you are now) 👇🏼below - which has roughly the same return but with a higher standard deviation.

It is improved by applying tactical risk overlay principles and defensive switching practice following the 2025 (Journal of International Finance and Economics - JIFE) Lutey Recession Rule. 

Follow the research of award winning papers

Lutey (2013) -> Lutey (2014) -> Lutey (2018) follow the progression of CAN SLIM research 'Lutey Growth' in real time. Lutey and Mukherjee (2023 - Applied Finance Letters 'AFL) -> Lutey (2024 - Journal of International Finance and Economics 'JIFE'). Starting at the top CAN SLIM on the SP500 -> CAN SLIM on the Nasdaq 100 -> CAN SLIM on the Dow 30 Index. Which lead to the AFL Expansion of comparing CAN SLIM to other Famous Investors including Warren Buffet - 'Lutey Value' and the 2024 edition that added Buff's Volume Price Confirmation Indicator (VPCI) which improves the returns by up to 300% per model on average.

By incorporating the Capital Weighted Volume Indicator as a weekly risk overlay, the portfolio is designed to preserve returns while reducing volatility. The result is a measurable improvement in risk-adjusted performance — including higher Sharpe and Sortino ratios — along with less severe maximum drawdowns. This combination creates a highly desirable risk/return profile.

Rather than relying on individual company analysis, this framework follows a proven, systematic method that has demonstrated improved performance relative to the S&P 500 while reducing overall portfolio risk. Prior research (Lutey, 2018) showed that the CAN SLIM model outperformed during the 2008 Great Recession selloff — even without a risk overlay.

The current framework represents the most up-to-date evolution of this research. It combines optimal portfolio construction with tactical regime switching:

• 60% equity / 40% debt during market turning points

• 80% equity / 20% debt during confirmed growth periods

Over the past decade, this tactical approach has outperformed the S&P 500 by:

• +4% average annual return (1-year)

• +11% (3-year average)

• +4% (5-year average)

• +4% (7-year average)

• +5% (10-year average)

At the same time, portfolio standard deviation has been reduced by approximately 3% compared to following the strategy without the tactical switching component of the Lutey Recession Indicator.

Invest in the Framework — Not Just the Education

Gain access to the models that drive institutional-level investment decisions without needing a graduate degree in quantitative finance to build them yourself.

Inside the program, you will:

• Learn the portfolio architecture that drives the returns

• Build your own implementation spreadsheet

• Compare your work against a complete reference model

• Develop your own allocation philosophy

You will ultimately determine your preferred positioning:

• Aggressive growth (higher risk / higher return)

• Blended growth and value

• Passive core with tactical overlays

• Fully tactical hybrid designed to preserve capital during market turning points and re-engage during recovery phases

Ongoing Model Access

For those who want continued portfolio updates beyond the video training and 1-on-1 implementation sessions, an additional 0.25% management fee provides:

• Ongoing portfolio recommendations

• Tactical updates

• Allocation guidance

• Research enhancements throughout the year

Who This Is For

Whether you are:

• An individual investor seeking to manage capital independently alongside an experienced professional — without the overhead of a traditional financial planning firm

• Or a financial planner looking to integrate research-backed portfolio frameworks into your client offerings

You can subscribe to a customized combination of products tailored to your investing experience and objectives.

Follow the prompts in the cart to build the mix that aligns with your goals — and take structured control of your financial future.

Attend our monthly webinar for current and up to date rebalance information. Learn more in depth in this course - follow the individual portfolios for weekly and monthly decisions to aid and enhance your practice. Pay the 0.25% fee when you start to manage real money with it - apply to work with me https://www.drmattlutey.com/consulting and discuss the details and implementation process on your terms - or book a 15-minute initial consultation call $250. E-mail me on the contact page https://www.drmattlutey.com/contact for additional information outside of the consulting form or for more immediate feedback. I'm here for you and your success. 

Invest now!