The Price-to-Tangible-Book (P/TB) Ratio: Value Investing’s Hidden Gem
Value investing is an art, a science, and a philosophy rolled into one. This tried-and-true investment strategy involves identifying and buying stocks that appear…
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.
Value investing is an art, a science, and a philosophy rolled into one. This tried-and-true investment strategy involves identifying and buying stocks that appear…
In recent decades, the term ‘housing bubble’ has entrenched itself in our collective lexicon, conjuring images of skyrocketing property values, frenzied buyers, and the…
Ray Dalio, Harry Browne and a Mystery Quant all walk into a bar and within four hours have to agree on a defensive portfolio…
Warren Buffett, fondly referred to as the “Oracle of Omaha,” is a titan in the world of finance. His investing prowess has helped him…
Portfolio optimization is a proverbial pot of gold at the end of an investor’s rainbow, a conceptual grail sought after by all who dabble…
There are few names in the world of investment as revered and respected as that of Warren Buffett, the Oracle of Omaha. A consummate…
Value investing is a time-honored strategy used by many successful investors around the world. The essence of this approach lies in the quest for…
I find many amateur investors are gung-ho about pursuing strategies offering potential excess returns, but are shortsighted when it comes to risk management. They’ll…
I was once an equity only investor obsessing profusely over factor optimization. I pretty much ignored other traditional asset classes and alternatives weren’t even…
If investing was an orchestra, Charlie Munger would surely be its celebrated conductor. A legendary investor, a revered thinker, and a philosophical maestro, Munger’s…
Charlie Munger, the celebrated investment wizard, is a man of few words but his wisdom reverberates loudly across Wall Street and beyond. He’s not…
In the arena of investing, there are few names as venerable as that of Warren Buffett. Often known as the “Oracle of Omaha,” this…
In recent years, a transformative life philosophy has been gaining traction – a philosophy that dares to challenge the age-old societal blueprint of long-term…
Indulge me for a moment, my dear friend, as I wax lyrical about the world of alternative investments. These are not your ordinary, run-of-the-mill…
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…
TIPS stands for Treasury Inflation-Protected Securities, which are a type of bond issued by the United States Treasury. They are designed to protect investors…
Investing can be a challenging and often emotional experience. With the constant ups and downs of the market, it’s easy to get caught up…
In the world of investing, the possibility of market crashes and other significant events causing substantial losses in investment portfolios is a reality that…
Hey there, fellow investors! Are you tired of the same old boring stocks and bonds in your portfolio? Looking to spice things up and…
Trend following is an investment strategy that involves identifying long-term trends in the financial markets and following them. The goal of trend following is…
