MBOX ETF: Review Of The Strategy Behind Freedom Day Dividend ETF
Today, I’m thrilled to welcome Ryan Krueger to the “Strategy Behind the Fund” series to review his MBOX ETF strategy. It’s better known as…
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.
Today, I’m thrilled to welcome Ryan Krueger to the “Strategy Behind the Fund” series to review his MBOX ETF strategy. It’s better known as…
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Warren Buffett, affectionately known as the “Oracle of Omaha,” is one of the most successful investors in history. His approach to investing is akin…
As we venture further into the innovative world of financial investment, we are introduced to the broad and intriguing realm of Thematic ETFs, or…
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A man of wit, wisdom, and a name that has become synonymous with savvy investing, Charlie Munger is a titan in the world of…
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Welcome to the exciting world of sector rotation strategies! So, what exactly are these? Simply put, sector rotation is an investment strategy that involves…
In the sophisticated landscape of financial investing, one methodology that has notably gained ground is factor investing. Predicated on harnessing identifiable attributes or ‘factors’…
Charlie Munger, the Vice Chairman of Berkshire Hathaway, is renowned globally for his acumen and wisdom in the realm of investing. He is perhaps…
A housing bubble, at its simplest, refers to a sharp and unsustainable increase in the price of property in a particular region, driven not…
