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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.

Blog<

Warren Buffett’s Approach To A Dividend Investing Strategy

In the arena of investing, there are few names as venerable as that of Warren Buffett. Often known as the “Oracle of Omaha,” this…

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Strategy<

How To Create A More Defensive Ray Dalio All Weather Portfolio

The Ray Dalio All Weather Portfolio is considered by many to be one of the most defensive and diversified long-only portfolios for investors to…

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Blog<

The Most Common Trend Following Mistakes (How To Avoid Them)

Trend following, at its core, strips away the crystal ball and replaces it with systematic, rules-based execution. Instead of guessing where an asset price…

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How To Build A Maximum Sharpe Ratio Portfolio: A Complete Guide

To my eyes, the maximum Sharpe ratio portfolio is not really about chasing the highest return number on the page. It is about asking…

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Sharpe Ratio vs Sortino Ratio: The Key Differences and Similarities

When assembling a portfolio architecture, independent allocators quickly realize that nominal returns are only half the battle. The mechanical trade-off of any strategy relies…

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Global Systematic Macro Investing Strategies: GSM Guide For Investors

Global systematic macro (GSM) is an investment framework that has moved from the exclusive domain of institutional hedge funds directly into the conversational space…

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Portfolios<

Ray Dalio All Weather Portfolio vs Harry Browne Permanent Portfolio Head To Head Comparison

It’s time for the clash of the Titans! We’re comparing the two most famous long-only asset class portfolios known for their balance, risk management…

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Fundamental Indexing Investing Guide: Covering The Pros & Cons

A fundamental index breaks away from the dominant market capitalization-weighted indexing framework by sorting and weighting public companies based on accounting metrics rather than…

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Value Investing GOATs: 4 Most Famous Value Investors Of All Time

Value investing gets thrown around as a catch-all term for buying cheap stocks, but the mechanical reality of executing this strategy in a live…

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Strategy Behind The Fund<

ITAN ETF: Review Of The Strategy Behind Sparkline Intangible Value ETF With Kai Wu

Equity optimization strategies are a primary focus on this investing blog. However, I’ve mostly spent time unpacking familiar ones such as factor focused quality,…

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ETFs<

Auspice One Fund Trust Review: The Best Capital Efficient All-In-One Fund For Canadian Investors?

As an investor who craves capital efficient exposure and maximum diversification, I’ve often pondered my dream fund. I’d want balanced traditional asset exposure to…

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How I Invest<

How I Invest With Factor Focused Portfolios With Mark McGrath: From Rock Star Aspirations To Helping Canadian Physicians Treat Financial Uncertainty

Connecting with savvy advisors on Twitter has been one of the great unexpected benefits of running Picture Perfect Portfolios. I had fully anticipated just…

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ETFs<

AQR Long-Short Equity Fund Review | QLEIX Mutual Fund Review

I had ambitious plans this past summer/fall to learn more about options-based trading, long-volatility and tail hedges. But then I fell down the rabbit…

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Strategy Behind The Fund<

ARB ETF: Review Of The Strategy Behind Accelerate Arbitrage Fund with Julian Klymochko

When it comes to alternative investing strategies, I honestly can’t think of a guest I’m more happy to feature than Julian Klymochko. As the…

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ETFs<

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund Review | GDMN ETF Review

It’s hard to believe Picture Perfect Portfolios is close to celebrating its first birthday on April 7th! My very first blog post was a…

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ETFs<

Catalyst/Millburn Hedge Strategy Fund Review | MBXIX Mutual Fund Review

Catalyst/Millburn Hedge Strategy is unique in the sense that it is truly one of the Original Gangster capital efficient mutual funds. With a slew…

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ETFs<

DoubleLine Shiller Enhanced CAPE Fund Review: DSEEX Mutual Fund Review

Expanded canvas products have lured investors seeking capital efficiency and maximum diversification where the potential for enhanced risk management and returns collide. However, hardcore…

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Value Momentum: Combining Undervalued Stocks Upward Trends
Strategy<

Value Momentum: Combining Undervalued Stocks Upward Trends

In the vast domain of equity investing, strategies often come labeled and siloed. Many investors pledge allegiance to value principles, hunting for bargains the…

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Portfolios<

Expanded Canvas Ray Dalio All Weather Portfolio: A Capital Efficient Maximum Diversification Masterpiece?

The Ray Dalio All Weather Portfolio is considered by many to be the cream of the crop when it comes to risk managed long-only…

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Portfolios<

3 Fund Defender Portfolio: How To Build the Ultimate Capital Efficient Defensive Portfolio with 3 ETFs

When it comes to capital efficient combinations of stocks and bonds it’s ridiculously fun to dial up both sleeves of the portfolio to 2X…

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