Learn the system behind the portfolio course material - before trading.
May 19, 2026I have the education content and material for portfolio building and construction available at https://www.drmattlutey.com/store which is my main website. This site is my education courses and material for undergraduate finance core corporate finance, investments, valuation (theoretical / discount cash flow), international finance, advanced corporate finance (undergraduate = graduate MBA + a project or some extra problems).
This is where I have some links to my other blog posts:
1. VPCI (Voluem Price Confirmation Indicator) on Moving Average 10 trading strategies
These portfolios provide early entry into the MA10 portfolios. By timing hte market and entering early - when VPCI is below a -0.4 lower threshold - the Moving Average acts as a confirmation and exit signal when the VPCI signal fails. Thus, it avoids the falling knife fallacy of traditional valuation models without a stop loss.
These models stick to the traditional relative rotation which looks at strengthening vs weakening sectors. A concept the CAN SLIM portfolio picks up on automatically.
The Buffet Portfolio + Discount Cash Flow (DCF) - Automated Bloomberg Model (see my Youtube Presentation at the Student Managed Investment Fund - South Consortium) are also featured. These models all show the relative rotation holds for the portfolios -
That suggests that at different times, different groups of stocks perform better than others. With moving averages, VPCI rules - momentum and image processing and recognition - there should be an automated way to further select stocks in the portfolio(s). This should further match the true sector rotation by eliminating weakening stocks from the portfolio (regardless of sector) and then seeing a theme where sectors are removed - or weakening stocks from better performing sectors are removed and cut + an opportunity to combine other models - like DCF to improve performance for weakening or cut stocks when they are doing better.
Portfolio Management 101 - 2026 era.
Learn the basics of valuation - deep value from reading free cash flow statements to arranging your own metrics from financial statement items such as balance sheet and income statement. Learn from free publicly available information as well as both Bloomberg and FactSet data integration. Understand the rules associated with deep-value targets, as well as horizon value cut off rules. Learn to spot leveraged buy out opportunities and opportunities to finance with unique sources like mezzanine debt.
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