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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<

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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Blog<

Decoding the MAR Ratio: What Every Investor Needs to Know

When you sit down to map out a portfolio architecture, it is incredibly easy to fall into the trap of raw return optimization. We…

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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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Blog<

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

Warren Edward Buffett occupies a monumental position in the practical history of capital allocation. If you follow his path from an Omaha paperboy to…

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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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Blog<

Warren Buffett on Economic Predictions: Separating Signal from Noise

There is gambling on macro economic prints, and then there is building structural portfolio architecture. In the sandbox of asset allocation, few names are…

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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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Strategy Behind The Fund<

AGGH ETF: Review Of The Strategy Behind Simplify Aggregate Bond ETF

Over here at Picture Perfect Portfolios, we tend to cover diversified alternative asset allocation funds and equity optimization strategies. But today we’re going to…

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Blog<

FIRE Case Studies: Success Stories of Early Retirement

Financial Independence, Retire Early (FIRE) is less about quitting work in a blaze of spreadsheet glory and more about building enough financial slack that…

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Strategy Behind The Fund<

HDGE ETF: Review Of The Strategy Behind Accelerate Absolute Return Hedge Fund With Julian Klymochko

When it comes to alternative investment strategies I have a soft spot for long-short equity mandates. They’re my favourite. I love that both sides…

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ETFs<

RSST ETF Review: Return Stacked U.S. Stocks & Managed Futures ETF Review

You’re probably wondering if I’ve run out of things to return stack! I mean we’ve witnessed dosas piled up to the heavens above, triple…

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Strategy Behind The Fund<

RSST ETF: Review Of The Strategy Behind Return Stacked U.S. Stocks & Managed Futures Fund With Corey Hoffstein

I’m of the firm opinion that many of the best ETFs are recently minted. As an expanded canvas investor, I’m relentlessly seeking the most…

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Strategy Behind The Fund<

EQLS ETF: Review Of The Strategy Behind Simplify Market Neutral Equity Long/Short ETF

I often yawn or roll my eyes when new ETFs are released. They tend to be boring, vanilla or copycat strategies in what is…

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Blog<

Inside Warren Buffett’s Circle of Competence Concept

To my eyes, Warren Buffett’s path has become heavily mythologized around the concept of value investing, almost turning him into a corporate caricature. Born…

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