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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<

The Cockroach Portfolio: The Strategy Behind the Offensive + Defensive “Least Shitty Portfolio” with Jason Buck

When it comes to portfolio construction most investors are laser focused on offensive assets. Stocks and bonds. The 60/40 portfolio. But 2022 revealed this…

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Strategy Behind The Fund<

PJAN ETF: Review of the Strategy Behind U.S. Equity Power Buffer ETF (January Series) with Tim Urbanowicz

With Picture Perfect Portfolios set to celebrate its first birthday in April, I must admit I’m pleased with the diverse range of investment strategies…

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Making Changes To My Portfolio As Nomadic Samuel The Investor - digital art
Strategy<

How I Make Changes To My Portfolio As A Capital Efficient Investor

I made a promise to myself that as my knowledge as an investor expanded, I would have a green light to make changes to…

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Strategy Behind The Fund<

SVOL ETF: Review Of The Strategy Behind Simplify Volatility Premium ETF With Shailesh Gupta

Simplify ETFs have quickly built up a reputation for offering investors some of the most fascinating alternative ETF puzzle pieces. The fund we’ll be…

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ETFs<

Abbey Capital Multi Asset Fund Review | MAFIX Mutual Fund Review

Every once in a while I’ll come across a great fund that sort of flies under the radar. For whatever reason it just doesn’t…

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Strategy<

What Do You Care About Most As An Investor? For Me? It’s All About Capital Efficiency, Baby!

What do you care about most as an investor? For me it’s a slam dunk no brainer. It’s all about capital efficiency, baby! Let…

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Strategy Behind The Fund<

MOOD ETF: Review Of The Strategy Behind Relative Sentiment Tactical Allocation ETF With Raymond Micaletti

Tactical Asset Allocation has been one of my personal favourite subject areas of study in recent months. The ability to adapt dynamically to changing…

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Strategy Behind The Fund<

KNGS ETF: Review of the Strategy Behind Upholdings Compound Kings ETF with Robert Cantwell

“It’s good to be king, if just for a while. It’s good to be king and have your own way. It’s good to be…

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Strategy Behind The Fund<

RSBT ETF: Review Of The Strategy Behind Return Stacked Bonds & Managed Futures ETF With Corey Hoffstein

No investing strategy has captured my attention more in recent months than Return Stacking! When I first heard of the concept, a term coined…

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Strategy Behind The Fund<

QMOM ETF: Review Of The Strategy Behind Alpha Architect U.S. Quantitative Momentum ETF With Ryan Patrick Kirlin

Momentum is easily one of the most fascinating equity optimization strategies for investors to consider! However, it is also one of the most underrated…

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Dynamic Multi-Asset Class Trend-Following System That Delivers In All Economic Regimes - Digital Art
How I Invest<

Dynamic Multi-Asset Class Trend Following with Eric Crittenden of Standpoint Funds

There comes a point in time in your life when you realize that following the herd is a bad idea. If health, fitness and…

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ETFs<

Return Stacked Bonds & Managed Futures ETF Review | RSBT ETF Review

All of the best things in life are worth waiting for. With the tantalizing smell of pancake batter wafting through the air, the one…

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Strategy Behind The Fund<

KMLM ETF: Review Of The Strategy Behind KFA Mount Lucas Managed Futures Index Strategy

I honestly couldn’t imagine my portfolio without a significant allocation towards a managed futures investment strategy. That’s quite a bold statement coming from somebody…

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Strategy Behind The Fund<

TUA ETF: Review Of The Strategy Behind Simplify Short Term Treasury Futures Strategy ETF

If there is one thing that I’m relentlessly obsessed about on this blog, it is seeking out capital efficient puzzle pieces for my portfolio….

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Strategy Behind The Fund<

NSPY ETF: Review Of The Strategy Behind NightShares 500 ETF With Bruce Lavine

As investors we’re often hyper focused on what is transpiring during regular trading hours. But what if we were to consider what happens at…

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Strategy Behind The Fund<

DSCF ETF: Review Of The Strategy Behind The Discipline Fund with Cullen Roche

What unites investors of all backgrounds and levels of experience are the challenges and curveballs markets throw at them on a consistent basis. Staying…

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Portfolios<

My Dream Capital Efficient Expanded Canvas Portfolio

How do you spend your final conscious moments before you drift off to sleep? I think most people count sheep, review their day, say…

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Strategy Behind The Fund<

ORFN ETF: Review Of The Strategy Behind Constrained Capital ESG Orphans with Mark Neuman

I came up with the idea of the “Strategy Behind The Fund” interview series just this past weekend and I’m thrilled to already be…

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How I Invest<

How I Invest In An Adaptive Risk Parity Portfolio Strategy With Daniel Snover

Risk Parity is easily one of my favourite asset allocation strategies from a risk meets returns standpoint. Instead of merely grabbing large slabs of…

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ETFs<

Alpha Architect U.S. Quantitative Value ETF Review | QVAL ETF Review

I’m currently working on a family renovation project in Argentina and I just can’t stop raving about the value and quality of the parrilla…

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