Running a University Student Investment Fund Class?

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Want to prepare students for success after graduation?

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-Investments Course

- Seminar in Finance Course

Undergraduate Access.

Investments Course

This is an introductory investments course concerned with analyzing and understanding various investment securities, and the markets in which they are traded, from the perspective of both the individual investor and the investment professional. This course will provide an emphasis on how to add stocks to a portfolio, with a primary focus on improving the risk adjusted returns, including Sharpe Ratio and understanding portfolio metrics including r-squared (R2), Beta, Alpha, total Return, Average Return, Standard Deviation, and Maximum Draw Down. Our secondary focus will be on options, futures, technical analysis, behavioral finance or market psychology, and report building and presentation. We will learn the application of the material by doing. Our first ‘mini’ project will be a portfolio build following the recommended stocks that pass the criteria of World Famous Investors including Warren Buffet, Benjamin Graham, Joel Greenblat and Bill O’Neil. As we understand the fundamental (balance sheet and income statement) criteria behind the portfolios we will start to learn why they are successful by synthesizing the performance metrics above. You will then build your own portfolio following the guidelines used for the ‘mini’ project on the midterm in class. After the midterm we will focus on applying the stocks that pass our portfolio criteria in a simulated competition ran by the ‘CMT’ association. This will be an 8 week simulated trading competition and will require us to purchase 8 stocks with a mock $100,000 in capital. Technical analysis will be a secondary focus of the course and will include breaking down and understanding the application of key technical indicators like moving averages (MA), volume, relative strength index (RSI), Bollinger Bands (BB), and Average Directional Index (ADX). This will be applied to portfolios that we build during the first part of the semester, in the second part of the semester and will be useful for selecting which stocks we want to cut and add exposure to from our portfolio.

$279.00 USD

Seminar in Finance Course

We are going to cover an overview of the current state of the economy using news, relative sector rotation (RRG) and strategies that involve fundamental analysis and active management in the 11 S&P Sector SPDR ETFs: 1.Communication Services - XLC 2.Consumer Discretionary - XLY 3.Consumer Staples - XLP 4.Energy - XLE 5.Financials - XLF 6.Health Care - XLV 7.Industrials - XLI 8.Technology - XLK 9.Materials - XLB 10.Real Estate - XLRE 11.Utilities – XLU For each sector, we will perform analysis and performance breakdowns by time horizon including 30 years, 10 years, and 1-5 years and compared between the CAN SLIM strategy and other Famous Investor Portfolios as well as traditional approach such as the discounted cash flow 'DCF' Sectors approach.

$279.00 USD

Want to know how to pick retirement assets?

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Want to brush up on your investment course skills after graduation?

Wish you had learned more tools and concepts related to investments and the financial markets that are both practical and hands on and applicable to every day life?

- Investments Course,

- Seminar In Finance Course.

Community Access to University Courses.

Investments Course

$5,000.00 USD

Seminar in Finance Course

$5,000.00 USD

Want to know what stocks to buy, when to buy and sell? Famous Investor Portfolios

For Retail Investors

Famous Investor Portfolios with Volume Price Confirmation

This link provides access to growth and value famous investor models with the Volume Price Confirmation Indicator added. The newsletters include passing stocks.

$127.00 USD every month

NEW! All Value Portfolios Bundle:

Explore all our pricing options and find the perfect fit for your goals. Click here to compare all pricing options

$77/month or $770/year (Save $154!)

Want to try the portfolios for free, before buying? - Beginner Famous Investor Portfolios

Free Trial

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SP500 and All U.S. stock portfolios that track the investment strategy of famous investors with added edge.
Buffet with VPCI
Graham with VPCI
Greenblatt with VPCI
CAN SLIM with VPCI
Simplified CAN SLIM with VPCI
VPCI only
90 Day Free Trial, no credit card needed.

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Want stock portfolios that beat the market? Want them updated for you every week? Subscribe to the Famous Investor Portfolios

Beginner tier portfolios close out soon. They are sent out each week, build confidence and momentum and then learn how to rebuild the portfolios from scratch inside of the intermediate course. While you are skill building learn how to re-create both the VPCI MA10 portfolio and Capital Weighted Volume Risk Overlay.

Famous Investor Portfolios

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Want Lifetime Access to every Investment and Seminar Course Tool on this site with future upgrades? The Ultimate Wealth-Building Program: Lifetime Access to Every Course, Tool, and Resource You’ll Ever Need

$9997

Limited Availability Presale Pricing

Access to the Famous Investor Portfolio updates.
Famous Investor Portfolio (Intermediate, Advanced)
Lutey Recession Indicator (Beginner, Intermediate, Advanced)
Intermediate Term Investing (Beginner, Intermediate, Advanced)
Day Trader (Beginner, Intermediate)
Capital Weighted Volume (CWV) and VPCI MA10 strategies
1 on 1 Coaching and Community Access for Lutey Recession Indicator - Advanced.
1 on 1 Coaching and Community Access for Famous Investor Portfolio Intermediate + Intermediate Term Investing (Intermediate).
Day Trading Advanced

Join Now and Start Building Wealth Today

Want to learn how to manage a stock portfolio when the market is in a recession? - Lutey Recession Indicator.

Don't know anything? Want to learn the basics in stock market terminology? Not sure where to start learning the very basics with no background knowledge? - From Zero to Your First Trade.

Build your skills from Beginner to Pro

For Retail and Non-Retail. Pre-Sale Pricing.

Lutey Recession Indicator

Your Early Warning System for Market Downturns Built for traders, advisors, and institutions who don’t want to be caught off guard. The Lutey Recession Indicator gives you a real-time, research-backed signal to help you time market exits and defensive rotations before the headlines confirm what smart money already sees. This is not a lagging model. It’s built on advanced techniques in:-Sector rotation-Yield curve stress-Volume-weighted flow data-Macro trend confirmation Whether you’re managing your own portfolio or overseeing millions in assets, this tool gives you the edge of anticipation not reaction. Tier 1: Basic Access (Retail Investors) Core signal with monthly or quarterly updates Simple dashboard or chart view No fluff just the data

$347.00 USD every year

From Zero to Your First Trade.

Launch Your Trading Journey Before Everyone Else You’re invited to join the Beginner Day Trading Course before it goes live to the public. This pre-sale is your chance to lock in exclusive pricing, gain early access, and help shape the course with your feedback. This course is your step-by-step introduction to the world of day trading. We cover everything you need to go from confused to confident: Key trading terminology and market mechanics How to set up your trading account and platforms Basic charting and price action strategies Simple risk management techniques How to make your first trades the smart way

$47.00 USD

Want to manage your own Portfolio? Want to learn how to create a strategy that beats the market and will hold up over time?

- Famous Investor Portfolio Intermediate

Want to learn how to build a timing indicator to know when the recession or sell off is likely to occur?

- Turn Uncertainty Into Strategy

Want to learn when to enter and exit the market on a intra day basis?

Want to learn what tools and platforms are best without going through a lot of information?

Want to understand the basics of beginning Intraday strategy?

- You've Got the Basics, Now Let's Get you Consistent.

Famous Investor Portfolio Intermediate

Learn how to build the Famous Investor Portfolios from scratch using Portfolio123.com with guided, step-by-step instructions. You’ll get: Model-Building Tutorials: Hands-on guidance to recreate each portfolio using the exact rules from the research. Clear Explanations: Understand the terminology, factors, and methodology used by top investors broken down in plain language. Ongoing Updates: Follow all tweaks and enhancements to the models as they evolve, so you’re always aligned with the most current version. Also Includes monthly access to the famous investor portfolios. Perfect for investors ready to move beyond passive tracking and take control of their strategy with confidence.

$147.00 USD

Turn Uncertainty Into Strategy.

Tier 2: Pro Access For Financial Advisors & Active Traders Everything in Tier 1 Early recession detection signals, core portfolio insights, and basic access to the Famous Investor Portfolios. Pro-Level Market Intelligence Gain deeper insight with detailed market commentary, sector rotation alerts, and tactical signals to guide client conversations or active trades. Private Discussion Community Join a private forum of fellow professionals and serious traders. Share ideas, ask questions, and stay sharp with peer-to-peer collaboration. Priority Support & Live Q&A Get direct access to our team via priority email support and an optional monthly live Q&A to review market conditions, trade setups, and portfolio strategies.

$997.00 USD every year

You’ve Got the Basics. Now Let’s Get You Consistent.

Level Up Your Strategy. Cut Down the Learning Curve. This is your opportunity to join early before the full launch and lock in a discounted price as part of the founding group. If you’ve made a few trades, understand the basics, and are ready to build a consistent process this course is for you. The Intermediate Course helps you move beyond trial and error and into repeatable results. Strategy Development Build and test trade setups tailored to your style breakout, pullback, trend, scalp. Technical Analysis Deep Dive Learn to read volume, price action, and chart patterns with more nuance and accuracy. Trade Planning & Journaling Use real frameworks to log, track, and review trades for better decision-making. Risk Management Mastery Go beyond “stop losses” learn how to size your positions, manage drawdowns, and stay in the game. Intermediate Tools & Indicators Leverage moving averages, VWAP, RSI, and more with purpose not guesswork.

$147.00 USD

Want more advanced tools that go beyond the basics and intermediate tier? Want to learn how to re-build portfolios in advanced tools like Bloomberg?

- Famous Investor Portfolios Advanced.

Want to learn the sector rotation and strategies to use that implement stock portfolios you already follow or built following this site?

Want to stay ahead of the business cycle and learn from an advanced community?

- Technical & Tactical.

Famous Investor Portfolios Advanced

Portfolio Breakdowns: See the exact asset allocations of famous investors, from stocks and bonds to alternative investments. Insights and Analysis: Learn the “why” behind their strategies, so you can apply the same principles to your own portfolio. Actionable Guidance: Step-by-step instructions to replicate these portfolios using accessible tools and platforms. Lifetime Updates: Stay ahead with free updates whenever these portfolios are adjusted. Includes monthly access to the famous investor portfolios and all of the breakdowns from the intermediate course showing how to re-build them from scratch.

$697.00 USD

Technical & Tactical

Tier 3: Enterprise Access For Institutions, Hedge Funds & High-Capital Allocators What’s Included: Everything in Tier 2 Full access to recession timing tools, market commentary, sector signals, and the professional community. Custom-Built Indicators Tailored versions of the Lutey Recession Indicator calibrated to your firm’s portfolio strategies, benchmarks, or risk framework. Executive-Level Strategy Calls Includes private consulting or quarterly strategy sessions with Dr. Matt Lutey to align the tool with your macro view, risk mandates, and tactical allocations. White-Label Integration Seamlessly integrate the indicator and portfolio models into your own platform or client-facing tools, complete with brand-customized delivery options.

$9,997.00 USD every year

Want to learn when stocks are getting ready to move up or down? Dr. Lutey Technical Stock Price Patterns

Dr. Lutey Chart Patterns - Intermediate Tier

Intermediate Tier Portfolio Programming in Excel Price: $497 (one-time payment) Retail traders, students, and financial advisors ready to level up with quantitative techniques—no coding required.Step-by-step video tutorials teaching nonlinear, nonparametric portfolio programming using Excel

$497.00 USD

Tier 2: Advanced Real-Time Trading Tools & Automation

Dr. Lutey Chart Patterns – Advanced Tier Ready to trade like a machine? This is your transformation point from studying patterns to executing with precision. If you're an active trader or advisor looking to automate your edge, this tier is for you. What You Get: Real-Time Integration with Pro Platforms Connect your strategies to real time portfolio integration and bring your models to life. Using Stata and Mathematica Exclusive Scripts & Automation Tools Plug-and-play code for screening, alerts, and execution logic custom-built for technical chart pattern traders. Live 1 Hour Coaching Call Included ($500 value) Stay sharp with real-time support and strategy refinement from Dr. Lutey. Lifetime Access to All Future Updates You’ll always be ahead of the curve as new techniques and tools are added. ➕ Custom Portfolio Review – $1,000 Submit your strategy and get a tailored video breakdown or live session walking through improvements, risks, and optimizations.

$1,497.00 USD

Private Mentorship Tier: Personalized Coaching for Insane Growth

Learn to recognize all 10 technical stock price patterns - in real time using advanced tools and technology not available in other tiers. 6 Private 1 on 1 coaching sessions for 3-months on your terms.

$5,000.00 USD

Want additional risk overlays to the famous investor portfolio?

Want to better manage drawdowns and keep them small and lower risk?

Capital Weighted Volume Risk Overlay

These are available inside of the VPCI MA10 add on for the Intermediate Course for the Famous Investor Model

Intermediate Famous Investor Portfolio

Want additional portfolios that go beyond the Famous Investor Portfolios?

Want technical analysis driven recommendations that beat the market?

Want strategies that are useful on the S&P Sectors?

Want a compliment the CAN SLIM portfolio?

VPCI MA10 Portfolio

These are an add on for the Intermediate Course for the Famous Investor Portfolio.

Intermediate Famous Investor Portfolio

Take Your Investing to the Next Level

Whether you’re just starting out or ready to master advanced strategies, we’ve got you covered:

Beginner Courses: Learn the foundations of smart investing.
Intermediate Strategies: Time the markets, reduce risk, and maximize profits with options and futures.
Famous Investors: Discover what stocks to buy and when, and learn to rebuild their strategies—or go all-in with Bloomberg integration.
Lutey Recession Indicator: Stay ahead of market downturns with confidence.
Retirement Planning Course: Watch your portfolio grow while planning for the future.
Real Estate: From buying your first home to building a rental portfolio, we’ll help you navigate every step.

No matter where you are in your investing journey, there’s a clear next step waiting for you. Let’s make it happen.

Go to the Products

Don't know what day-trading signals to focus on?

Don't know when to sell winning positions?

Don't know how to manage position size?

Don't know how to scale or grow an account?

- Advanced Day Trading

Master the Markets, One Trade at a Time

Position Sizing & Risk Management: Learn how to size your positions based on your account and risk tolerance like a pro. We’ll teach you how to keep risk per trade between 0.5–1% to protect capital and stay in the game long-term. Avoid the Traps: We break down why most traders lose money using emulators and how to avoid the illusion of skill. If you must use a simulator, we’ll point you to the best tools but you’ll learn why nothing replaces live market experience. Advanced Rules & Execution: This is where you go deep. Level 2 analysis. Candlestick analysis. Real-time market psychology. We show you the layers builds consistent traders - how to combine the rules from the beginner and intermediate courses in to an all out playbook for advanced trading. Access to an Elite Trading Community: Get access to a private group of advanced traders. Share ideas, ask questions, and get feedback in a space built for serious growth. Optional 1-on-1 coaching and live Q&A sessions included to sharpen your edge.