Unlock the Secret to Successful Stock Portfolio Management

Tried following individual investment strategies and failed? Blend Graham, Buffet, and CAN SLIM methods for optimal results. Sign up now for exclusive content.

Follow us and stay up to date

A Research-Based Portfolio Trio for Advisors Who Want More Than Just the S&P 500

Follow three rules-driven stock portfolios based on CAN SLIM, Graham value, and Buffett-style quality and dividends, designed to help financial planners seek market-beating returns with clearer risk control.

Get Access to the Portfolio Trio

What's inside the Lutey Portfolio Trio

The Lutey Portfolio Trio combines three distinct, research-based approaches so you’re not relying on a single style or story. Each portfolio is rules-driven and documented, and together they form a flexible but disciplined framework you can use across your client base.

You can follow each portfolio individually, or use the trio together to diversify return drivers while keeping a consistent, rules-based process.

Lutey Growth CAN SLIM.

Evidence-based growth portfolio inspired by the CAN SLIM framework, focused on companies with strong fundamentals and momentum characteristics. 

Lutey Value Graham

Value-oriented portfolio based on Graham-style principles, targeting underpriced, higher-quality businesses with margin of safety

 

Lutey Quality with Dividend Buffett

Quality and/or dividend-focused portfolio modeled on Buffet-style investing, emphasizing return on capital and value measured by p/e. 

Lutey Growth CAN SLIM - Structured Growth, Not Story Stocks

The Lutey Growth CAN SLIM portfolio applies a rules-based interpretation of the CAN SLIM framework to identify leading growth companies.

You’ll see:

  • A curated list of stocks that meet defined growth and strength criteria
  • Clear rules for inclusion and removal based on the CAN SLIM factors
  • A repeatable process you can explain to clients and compliance

This portfolio is designed for advisors who want a disciplined way to pursue growth opportunities without drifting into anecdotal, story-driven stock picking.

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

View the Historic and Live Forward Tested Results

Sign up to view recent updates and receive once-in a lifetime opportunity to invest in the portfolios - as well as view historical backtest information. You can consult with me on building your optimal portfolio - following the constituents of the Dr. Lutey portfolios offered here. 

Lutey Value Graham: A Disciplined Take on Classic Value

The Lutey Value Graham portfolio takes Graham-style investing principles and translates them into a systematic, modern stock selection process.

You’ll see:

  • Stocks screened for valuation, balance sheet strength, and business quality
  • Clear thresholds and rules for when a company qualifies or drops out
  • A framework you can use to discuss “value” in concrete terms with clients

This portfolio is for advisors who believe in value investing but want a documented, evidence-based way to implement it, not just a label.

View the Historic and Live Forward Tested Results

Sign up to view recent updates and receive once-in a lifetime opportunity to invest in the portfolios - as well as view historical backtest information. You can consult with me on building your optimal portfolio - following the constituents of the Dr. Lutey portfolios offered here. 

Lutey Quality with Dividend Buffet: Quality & Dividend Focus with a Buffet Lens

The Lutey Quality with Dividend Buffett portfolio targets companies with durable economics and shareholder-friendly policies.

You’ll see:

  • A focus on quality metrics and sustainable cash generation
  • An emphasis on dividends and/or disciplined capital allocation
  • Rules for selecting and reviewing holdings, rather than ad hoc “Buffett-like” picks

This portfolio is ideal for clients who value stability, income, and high-quality businesses, while still participating in equity growth.

View the Historic and Live Forward Tested Results

Sign up to view recent updates and receive once-in a lifetime opportunity to invest in the portfolios - as well as view historical backtest information. You can consult with me on building your optimal portfolio - following the constituents of the Dr. Lutey portfolios offered here. 

What's it Like to Follow the Lutey Portfolio Trio 

This isn’t a one-time stock list. It’s a living, rules-based system you can integrate into your practice.

Your experience as an advisor

  • Regular updates: You receive ongoing portfolio updates as the rules signal changes.
  • Clear signals: New entries, exits, and changes are rule-driven, not opinion-driven.
  • Implementation guidance: You see how the three portfolios can be used separately or combined, depending on your clients and risk profiles.

How the trio can fit into your practice

You might use the trio to:

  • Offer distinct “growth,” “value,” and “quality/dividend” model options to clients
  • Blend the portfolios into a single, diversified core holding
  • Pair the trio with your tactical equity/debt decisions (for example, using the Lutey Recession Rule to decide when to lean in or pull back)

Time and effort expectation

Set realistic expectations:

Most advisors use the trio as a structured input into their existing investment process. Expect to spend time up front understanding each portfolio’s rules and then periodic time reviewing updates and applying them to your client segments.

Research-Driven, Real-World Tested

Over multiple market environments, the underlying frameworks behind these portfolios have been tested both historically and in live, out-of-sample conditions. The goal is to create a set of portfolios that behave consistently with their defined style and can be monitored and adjusted using clear rules.

Reassurance + disclaimer:

The focus is on process: consistent application of evidence-based criteria over time.

Past performance does not guarantee future results. These portfolios are research tools and inputs into your advisory process, not a replacement for your fiduciary judgment or regulatory obligations.

How to Get Access to the Portfolio Trio

Access to the Lutey Growth CAN SLIM, Lutey Value Graham, and Lutey Quality with Dividend Buffett portfolios is available through a single subscription.

  • Ongoing access to all three portfolios
  • Updates as rules trigger changes
  • Guidance on integrating the trio into your practice

Monthly access: $147/month

Annual Access: $1,470/year (best value)

Get Access to the Portfolio Trio

Turn Stock Selection into a Repeatable, Rules-Based Process

If you’re ready to move beyond ad hoc stock ideas and into a documented, research-driven framework, the Lutey portfolio trio gives you three distinct but complementary approaches you can actually apply across your book.

Get Access to the Lutey Portfolio Trio