LUTEY PORTFOLIO MASTERY™ ($9,997)

Build, Execute, and Scale Institutional-Grade Portfolios

This is not a course.
This is a complete system for designing, implementing, and managing high-performance portfolios—with direct guidance.

CORE PROMISE

By the end of this program, you will:

• Build your own portfolio framework from scratch
• Select and manage high-probability stocks with structure
• Generate additional income using options overlays
• Dynamically adjust exposure using macro + technical signals
• Operate with the confidence of a portfolio manager, not a guesser

Apply technical rules

Learn which indicators to follow - when to pick out passing stocks likely to increase before the next rebalance. This is useful for: 

1) increasing portfolio return

2) decreasing risk 

This can help with finding stocks before they go up from Lutey Growth - CAN SLIM, Lutey Moderate Growth - Simplified CAN SLIM or Lutey Value - Buffet portfolios.

For additional income: The course can be complemented by learning to indentify which options to use once you are already identifying stocks as they go up and down in real time. 

The benefits are: 

1) improving risk/return with additional income from options

PROGRAM STRUCTURE

PHASE 1 — Portfolio Design & System Thinking

“How to Think Like a Portfolio Architect”

Goal: Build a system that lasts decades—not months.

You’ll learn:

• What makes a strategy durable vs. fragile
• Why most portfolios fail (overfitting, overtrading, no regime awareness)
• How to identify:
  • Structural edges (momentum, value, earnings growth)
  • Repeatable signals vs. noise
• Frameworks behind:
  • CAN SLIM (growth)
  • Graham (value)
  • Buffett (quality/value)
• How to:
  • Design rules-based systems
  • Avoid emotional decision-making
  • Build portfolios that scale with capital

Outcome:
You leave with your own rules-based investment blueprint

PHASE 2 — Stock Selection & Technical Execution

“Turning Signals into Entries”

Goal: Know exactly when to buy, not just what to buy.

You’ll learn:

• How to filter passing stocks from your portfolio models
• Technical confirmation tools:
  • Moving average stacking
  • Volume confirmation (VPCI-style thinking)
  • Trend strength and exhaustion
• Entry timing frameworks:
  • Breakouts vs. pullbacks
  • VWAP-based entries
  • Multi-timeframe alignment

Outcome:
You can confidently enter positions with timing and structure

PHASE 3 — Options Income & Leverage Strategy

“Turning Positions into Cash Flow”

Goal: Add income and asymmetry to your portfolio.

You’ll learn:

• When to use:
  • Covered calls
  • Cash-secured puts
  • Directional options (calls/puts)
• Risk-controlled position sizing:
  • Fixed risk per trade
  • 2:1 to 5:1 setups
• How to:
  • Layer options on top of equity positions
  • Use options for income + acceleration

Outcome:
You create cash flow + asymmetric upside from existing positions

PHASE 5 — Portfolio Integration & Optimization

“Combining Systems for Maximum Efficiency”

Goal: Build a unified portfolio across strategies.

You’ll learn:

• How to combine:
  • Growth + Value + Tactical overlays
• Capital allocation frameworks:
  • Core vs. satellite positions
  • Position sizing rules
• Risk/return optimization:
  • Reducing volatility
  • Increasing Sharpe/Sortino
• How to:
  • Rebalance intelligently (not constantly)
  • Maintain alignment with macro + technical signals

Outcome:
You operate a multi-strategy, institution-level portfolio

PHASE 6 — Implementation & Execution Coaching

“From Theory to Real Money”

Includes:

• 24 Private 1-on-1 Coaching Sessions
  • Portfolio build-out
  • Trade review
  • Strategy refinement
• Real-time feedback on:
  • Entries
  • Position sizing
  • Options overlays

Outcome:
You don’t just learn—you execute with guidance

PHASE 7 — Priority Access & Support

“You’re Not Doing This Alone”

Includes:

• Priority email support (fast response)
• Direct feedback on:
  • Portfolio structure
  • Trades
  • Market conditions
• Ongoing communication during implementation

WHAT MAKES THIS DIFFERENT

• Not theory → Implementation
• Not signals → Understanding
• Not hype → Process
• Not one strategy → Integrated system