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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.

Strategy Behind The Fund<

Mutiny Defense Strategy Review with Taylor Pearson of Mutiny Funds

Growing up in Canada I was a hockey fanatic treated to some of the greatest offensive juggernauts the game has ever witnessed. In particular,…

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BLNDX REMIX Standpoint Multi-Asset Fund Protecting Against All-Weather
Strategy Behind The Fund<

BLNDX / REMIX Review: The Strategy Behind Standpoint Multi-Asset Fund With Eric Crittenden

A lot of funds have lofty goals and aspirations but kind of fall flat on their face when thrown into the sizzling frying pan….

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Strategy Behind The Fund<

VWI ETF Review: The Strategy Behind Arch Indices VOI Absolute Income ETF

The older I get, the more I appreciate risk management when it comes to volatility. It’s not just about dialling up offensive assets to…

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Strategy Behind The Fund<

ABCS ETF Review: The Strategy Behind Alpha Blue Capital US Small-Mid Cap Dynamic ETF

Most investors are mesmerized by large cap equity strategies with familiar and famous companies making up the bulk of the indexes. However, it’s clear…

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Strategy Behind The Fund<

RSSB ETF Review: The Strategy Behind Return Stacked Global Stocks & Bonds With Corey Hoffstein

I believe we’ve officially entered into the golden era of capital efficient investing! Leading the way in this glorious rampage is Return Stacked Portfolio…

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Strategy Behind The Fund<

SPQ ETF Review: The Strategy Behind Simplify US Equity PLUS QIS ETF

I’d like to think I’ve got a firm pulse on the capital efficient marketplace. However, when it came to the release of SPQ ETF,…

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Strategy Behind The Fund<

ATSX ETF Review: The Strategy Behind Accelerate Enhanced Canadian Benchmark Alternative Fund ETF With Julian Klymochko

It’s time for another long-short equity fund to be featured as part of the “Strategy Behind The Fund” series! This time we’ll be focusing…

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Strategy Behind The Fund<

CTA ETF: Review Of The Strategy Behind Simplify Managed Futures Strategy ETF

I’ll just go ahead and say it. Managed Futures is my favourite asset allocation strategy. Nothing, in my opinion, diversifies a portfolio more and…

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Strategy<

Decoding the MAR Ratio: What Every Investor Needs to Know

In the ever-evolving landscape of investment, one metric stands out as an indispensable tool for discerning investors seeking to navigate the tumultuous seas of…

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Strategy<

Alpha Through Contrarian Investing: Going Against the Grain

In the intricate world of investing, the concept of ‘alpha’ reigns supreme as a beacon of success and proficiency. Alpha, in its most distilled…

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Strategy Behind The Fund<

BPLSX Mutual Fund: Review Of The Strategy Behind Boston Partners Long/Short Equity Fund

When it comes to investing, surviving is all that matters. For whatever reason, alternative investment strategies are not given as much leash to thrive…

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Strategy Behind The Fund<

CAOS ETF Review: The Strategy Behind Alpha Architect Tail Risk ETF

Chaos. That’s what you can expect to find in any hotel room or AirBnB I’m staying in. I travel for a living and if…

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Strategy Behind The Fund<

QIS ETF: Review Of The Strategy Behind Simplify Multi-QIS Alternative ETF

Multi-strategy plus multi-asset class alternative ETFs are rarer than a solar eclipse. Traditionally, investors seeking exposure to these types of funds have had to…

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Strategy Behind The Fund<

HARD ETF: Review Of The Strategy Behind Simplify Commodities Strategy No K-1 ETF

Long-only asset allocation is what most investors seek when it comes to stock and bond exposure. But if you shine the spotlight on commodities…

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Strategy<

The Piotroski F-Score: A Value Investor’s Essential Tool

Value investing represents a disciplined, time-tested investment strategy that encompasses the acquisition of securities that appear underpriced from a fundamental perspective. This school of…

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Strategy<

Warren Buffett’s Investment Criteria: An In-Depth Analysis

Warren Edward Buffett, an emblematic figure in the world of investing, occupies a paramount position for his remarkable acumen and extraordinary track record in…

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Strategy Behind The Fund<

CRDT ETF: Review Of The Strategy Behind Simplify Opportunistic Income ETF

One of the main reasons I started Picture Perfect Portfolios was to expand my knowledge as an investor. There are many subject areas that…

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Strategy<

Dividend Aristocrats: What They Are and Why They Matter

In the vibrant landscape of the investment world, there are hidden gems that are as intriguing as they are valuable. They aren’t elusive or…

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Strategy<

Warren Buffett on Economic Predictions: Separating Signal from Noise

There is hardly a name in the world of finance that resonates as much as that of Warren Buffett. The octogenarian billionaire, known affectionately…

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Strategy Behind The Fund<

BOXX ETF Review: Strategy Behind Alpha Architect 1-3 Month Box ETF

Shining the spotlight upon newly minted and unique ETF strategies is what Picture Perfect Portfolios is all about. You’ll find vanilla elsewhere. Here we’re…

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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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