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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.

How I Invest With Nicola Protasoni: The Italian Leather Sofa Portfolio
How I Invest<

How I Invest With Nicola Protasoni: The Italian Leather Sofa Portfolio

Connecting with amateur investors around the world has been one of the greatest gifts of starting this site. Sometimes it’s easy to get caught…

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RSSY ETF Review: The Strategy Behind Return Stacked US Stocks & Futures Yield ETF with Corey Hoffstein
Strategy Behind The Fund<

RSSY ETF Review: The Strategy Behind Return Stacked US Stocks & Futures Yield ETF with Corey Hoffstein

Capital-efficient investors now have a plethora of different toppings to stack atop their towering banana split sundae. Stocks. Check. Bonds. Yup. Managed Futures Trend….

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The Strategy Behind The Trade Busters Portfolio With David Sun
Strategy Behind The Fund<

The Strategy Behind The Trade Busters Portfolio With David Sun

If you’ve enjoyed the content on this blog about building expanded canvas capital efficient portfolios, you’re in for a real treat today. I’m thrilled…

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20 Different 3 Fund Expanded Canvas Portfolios With 4+ Strategies
Portfolios<

20 Different 3 Fund Expanded Canvas Portfolios With 4+ Strategies

Sometimes it’s a good idea to give yourself a creative challenge. One of my biggest weaknesses as an investor, that I’ve tried my best…

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What Is A Minimum Variance Portfolio Strategy For Investors?
Portfolios<

What Is A Minimum Variance Portfolio Strategy For Investors?

The concept of a Minimum Variance Portfolio (MVP) is a cornerstone in the edifice of modern portfolio theory, a discipline that amalgamates statistical analysis…

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ETFs<

What Are The Oldest Mutual Funds? Historic Investments Revealed

The concept of mutual funds, as a cornerstone of modern financial strategy, marks a significant milestone in the evolution of investment mechanisms. These vehicles…

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Strategy<

Mastering the Kelly Criterion: A Comprehensive Guide for Investors

The Kelly Criterion stands as a quintessential strategy in the realms of investment and gambling, revered for its methodical approach to balancing risk and…

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Strategy<

Mastering Trend Following Strategies: A Comprehensive Guide

Trend following, an investment strategy par excellence, hinges on the premise of capitalizing on market momentum. It’s predicated on the philosophy that financial markets…

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ETFs<

VTI ETF vs. VOO ETF: Comparing Vanguard’s Top Index Funds

Exchange-Traded Funds (ETFs) have revolutionized the investment landscape, offering a blend of diversification, lower expense ratios, and the flexibility of trading like stocks. In…

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MBS Investing Strategy From Simplify MTBA ETF Review
Strategy Behind The Fund<

MTBA ETF Review: The Strategy Behind Simplify MBS ETF

Simplify seems to have an uncanny ability to create and release funds that hit the marketplace with high investor demand. One of their latest…

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ETFs<

AQR Style Premia Alternative Fund Review: QSPIX Mutual Fund Review

One of the most embarrassing moments of my life occurred during a dim sum lunch with a PR representative in Hong Kong. My wife…

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Return Stacked New Captain Of Ship RSSB ETF in charge
ETFs<

RSSB ETF Review: Return Stacked Global Stocks & Bonds ETF Review

When I survey the landscape of capital efficient ETFs I’m hard-pressed to find a fund provider that has made a bigger impact in recent…

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Strategy<

Long Volatility vs. Short Volatility Strategy: A Comprehensive Guide

Volatility, in the realm of finance and investments, refers to the degree of variation of a trading price series over time. It is often…

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ETFs<

HCMT ETF Review: Direxion HCM Tactical Enhanced US ETF Review

There are instances where I’m really excited about a new fund but I find myself on a lonely island. This is the case when…

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Portfolios<

Dragon Portfolio Review: All-Weather Asset Allocation Strategy

The research paper “The Allegory of the Hawk and Serpent” serves as a critical foundation for understanding the innovative investment strategy known as the…

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Strategy Behind The Fund<

The Strategy Behind Applied Finance’s Safer Market® Philosophy with Rafael Resendes

Equity optimization strategies are a specific focus over here at Picture Perfect Portfolios. We’ve covered factors such as value, momentum, quality and minimum volatility….

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Charlie Munger Quotes On Life: How To Live Life To The Fullest
Psychology<

Charlie Munger Quotes On Life: How To Live Life To The Fullest

In the pantheon of modern investment gurus, few figures loom as large as Charlie Munger, the vice chairman of Berkshire Hathaway and long-time collaborator…

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Portfolios<

Picture Perfect Portfolios 2.0: Original, Classic and Alternative Portfolio Ideas!

I have a serious confession to make: Writing isn’t my cup of tea! It’s odd to admit that given the fact that I run…

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Strategy Behind The Fund<

MYLD ETF Review: The Strategy Behind Cambria Micro & SmallCap Shareholder Yield ETF With Meb Faber

I’m not gonna lie. Most ETF launches I’d file under the ‘Do Not Disturb’ category. Yawn. Wake me up when its over. Its just…

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Brave Open Water Swimming Makes You A Better Investor
Strategy Behind The Fund<

MKAM ETF Review: The Strategy Behind MKAM ETF Review With Stephen Of Mulholland & Kuperstock Asset Management

Trend following and risk management are two of my favourite themes on this site. One of the deciding factors for me switching from being…

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Picture Perfect Portfolios Copyright © 2022 to 2026. All Rights Reserved. Part of the Samuel & Audrey Media Network (Ledger). Verified Portfolio: Samuel Jeffery (ORCID) & Audrey Bergner (ORCID). Data Provenance Index.
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