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Samuel Jeffery

Samuel Jeffery

Samuel Jeffery is an award-winning media publisher and quantitative investment strategist who has spent over 15 years building verified digital authority. As the creator of Picture Perfect Portfolios, Samuel pioneered the concept of "Expanded Canvas Portfolios"—a proprietary framework that utilizes capital efficiency and return stacking to help sophisticated DIY investors move beyond the limitations of the traditional 60/40 model.Originally known for his work as "Nomadic Samuel"—where he earned two World Travel Awards for global marketing campaigns—Samuel pivoted his obsessive research skills to quantitative finance in 2020. His unique "Global Macro" perspective is informed by real-world survival; living in high-inflation economies like Argentina (and growing up in the boom-to-bust town of Gold River, BC) taught him that purchasing power preservation is not theoretical, but existential.Central to his strategy is the "1-2-3 Allocation Framework," a hierarchical approach to portfolio construction designed to weather any economic climate. Unlike traditional models that focus solely on asset selection, Samuel’s methodology prioritizes Capital Efficiency (expanding the canvas) as the foundation, secures safety through Maximum Diversification (incorporating uncorrelated alternatives), and seeks structural alpha through Factor Optimization.Today, Samuel’s research on Systematic Asset Allocation, Managed Futures, and Trend Following bridges the gap between institutional-grade strategies and the retail brokerage account. His work and portfolio models have been featured or cited by industry leaders including Nasdaq, Investing.com, Standpoint Funds, Moontower, Mount Lucas, Convexity Maven, and Alpha Architect. He does not just write about these strategies; he invests his own net worth in them.

La estrategia net-net de Benjamin Graham: inversión deep value en su forma más extrema
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La estrategia net-net de Benjamin Graham: inversión deep value en su forma más extrema

La inversión en valor neto-neto (net-net investing) se vuelve peligrosamente fácil de malentender en el preciso momento en que entra en un stock screener….

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Benjamin Graham’s Net-Net Strategy: Deep Value Investing at Its Most Extreme
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Benjamin Graham’s Net-Net Strategy: Deep Value Investing at Its Most Extreme

Net-net investing becomes dangerously easy to misunderstand the moment it enters a stock screener. The screen produces a company whose market capitalization sits below…

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El margen de seguridad de Benjamin Graham: el concepto que todos citan pero pocos practican
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El margen de seguridad de Benjamin Graham: el concepto que todos citan pero pocos practican

El margen de seguridad (margin of safety) se convirtió en una de las etiquetas más halagadoras del mundo de las inversiones. Estimás el valor…

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Benjamin Graham’s Margin of Safety: The Concept Investors Quote but Rarely Practice
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Benjamin Graham’s Margin of Safety: The Concept Investors Quote but Rarely Practice

Margin of safety has become one of investing’s most flattering labels. Estimate a company’s value. Knock 20% or 30% off the result. Announce that…

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Benjamin Graham y el nacimiento de la estrategia de inversión defensiva
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Benjamin Graham y el nacimiento de la estrategia de inversión defensiva

La “inversión defensiva” se convirtió en una de esas etiquetas que el mundo de las finanzas le pega a cualquier cosa que use corbata…

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Benjamin Graham and the Birth of Defensive Investing
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Benjamin Graham and the Birth of Defensive Investing

“Defensive investing” has become one of those labels finance attaches to anything wearing a tie and speaking quietly. A portfolio owns large companies, dividend…

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John Bogle vs. gestión activa: la aritmética de invertir antes de que intervenga la emoción
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John Bogle vs. gestión activa: la aritmética de invertir antes de que intervenga la emoción

La gestión activa siempre corrió con una ventaja conversacional enorme: solo necesita un héroe. Mostrás un administrador brillante, un historial extraordinario o un fondo…

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John Bogle vs Active Management: The Arithmetic of Investing Before Emotion Gets Involved
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John Bogle vs Active Management: The Arithmetic of Investing Before Emotion Gets Involved

Active management has always enjoyed a conversational advantage: it only needs one hero. Produce one brilliant manager, one extraordinary track record or one fund…

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La lección de John Bogle sobre el comportamiento del inversor: por qué la simplicidad es tan difícil de seguir
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La lección de John Bogle sobre el comportamiento del inversor: por qué la simplicidad es tan difícil de seguir

John Bogle hizo que invertir parezca tan simple que la gente pasó décadas buscando formas recontra rebuscadas para evitar hacerlo. Mantené los costos bajos….

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John Bogle’s Investor Behavior Lesson: Why Simplicity Is So Hard to Follow
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John Bogle’s Investor Behavior Lesson: Why Simplicity Is So Hard to Follow

John Bogle made investing sound so simple that people have spent decades finding elaborate ways to avoid doing it. Keep costs low. Diversify broadly….

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El legado de John Bogle en los ETF y fondos indexados: qué acertó y qué cambió
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El legado de John Bogle en los ETF y fondos indexados: qué acertó y qué cambió

John Bogle ganó la discusión de una manera tan rotunda que la industria de los fondos, con el tiempo, aprendió a falsificar el lenguaje…

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John Bogle’s Legacy in ETFs and Index Funds: What He Got Right and What Changed
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John Bogle’s Legacy in ETFs and Index Funds: What He Got Right and What Changed

John Bogle won the argument so completely that the fund industry eventually learned how to counterfeit the language of his victory. Low cost. Passive….

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John Bogle y el argumento para ser dueño de todo el mercado
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John Bogle y el argumento para ser dueño de todo el mercado

Hay un insulto oculto dentro de la inversión pasiva (passive investing), y la mayoría de la gente pasa años negándose a mirarlo a la…

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John Bogle and the Case for Owning the Whole Market
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John Bogle and the Case for Owning the Whole Market

There’s an insult buried inside passive investing, and most people spend years refusing to look at it directly. It isn’t that Wall Street charges…

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La Cost Matters Hypothesis de John Bogle: Por qué las comisiones destruyen el interés compuesto
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La Cost Matters Hypothesis de John Bogle: Por qué las comisiones destruyen el interés compuesto

Una comisión anual del uno por ciento rara vez parece peligrosa. Parece un simple trámite de oficina: una línea en el prospecto, un porcentaje…

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John Bogle’s Cost Matters Hypothesis: Why Fees Quietly Destroy Compounding
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John Bogle’s Cost Matters Hypothesis: Why Fees Quietly Destroy Compounding

A one-percent annual fee rarely looks dangerous. It looks clerical: a line in a prospectus, a percentage on an account statement, a charge small…

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Las Seis Categorías de Acciones de Peter Lynch: Cómo Evitar Errores de Categoría en Tu Cartera
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Las Seis Categorías de Acciones de Peter Lynch: Cómo Evitar Errores de Categoría en Tu Cartera

Los errores más caros en la construcción de una cartera de inversión indexada o activa rara vez nacen de pifias matemáticas. La posta es…

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Peter Lynch’s Six Stock Categories: Slow Growers, Stalwarts, Fast Growers, Cyclicals, Turnarounds, and Asset Plays
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Peter Lynch’s Six Stock Categories: Slow Growers, Stalwarts, Fast Growers, Cyclicals, Turnarounds, and Asset Plays

The costliest mistakes in individual portfolio building rarely stem from pure mathematical errors. Instead, they usually flow from a fundamental failure of classification: treating…

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 El edge del inversor minorista según Peter Lynch: Cuándo la observación cotidiana se convierte en investigación
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 El edge del inversor minorista según Peter Lynch: Cuándo la observación cotidiana se convierte en investigación

Entrás a un local de retail explotado de gente un sábado a la tarde, mirás la tremenda fila que se arma en la caja…

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Peter Lynch’s Retail Investor Edge: When Everyday Observation Becomes Research
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Peter Lynch’s Retail Investor Edge: When Everyday Observation Becomes Research

Walk into a crowded retail storefront on a Saturday afternoon, notice a lengthy queue forming at the cash register of a popular boutique clothing…

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