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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<

Generational buying opportunity for portable beta investing strategies?

With US stocks, bonds and gold all down together in 2022, I’ve been pondering lately whether (or not) this is a potential generational buying…

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ETFs<

Meb Faber’s Cambria Global Asset Allocation | GAA ETF Review

Most asset allocation ETF funds follow a cookie cutter template of market-cap weighted equities and aggregate bonds. I refer to these as milquetoast portfolios….

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Investing Legends<

Disciplined Investing and Staying The Course with Cullen Roche

I’ve been focusing on ways to enhance returns, reduce risk and create more regime ready portfolios on this blog, but the truth of it…

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Strategy<

The Magic of Combining Leveraged Stocks and Gold in Your Portfolio

As investors we’re well aware of what happens when you combine stocks and bonds in a portfolio, but what about the unlikely duo of…

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Portfolios<

10 Ways Investors Can Improve The Classic Risk Parity Portfolio

The Risk Parity Portfolio ought to be the default portfolio average DIY investors utilize as a long-term investing strategy as opposed to the industry…

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Portfolios<

How Do I Invest My Money? Diversified DIY Quantitative Portfolio

When it comes to the question of how do I invest my own money, I’ve shifted in the past year from being a 100%…

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Canada housing bubble bursting hard on Canadians
Blog<

Canada Housing Bubble! | Real Estate Crisis Worse Than Japan?

When you chart the mechanics of the most aggressive asset distortions in modern economic history, Japan in the early 1990s usually takes the crown….

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Investing Legends<

Quantitative Momentum Investing Strategy with Ryan Patrick Kirlin

Out of all of the optimized equity factors that can potentially drive performance none may be as potent as quantitative momentum. Yet no other…

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ETFs<

First Trust Emerging Markets Small Cap AlphaDEX Fund | FEMS ETF Review

In the 2000s Emerging Markets were all of the rage as investors flocked to gain outsized exposure as it grossly outperformed large-cap centric US…

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ETFs<

Picton Mahoney Fortified Alpha Alternative Fund | PFAA.TO ETF Review

Imagine a fund that leveraged three of its best alternative in house strategies, which are uncorrelated to both market beta equity and aggregate bond…

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Investing Legends<

The Cockroach Portfolio | A Diversified Portfolio Ready for All Economic Regimes

The Cockroach portfolio is a four quadrant portfolio that combines the best of traditional long-only asset classes with derivatives to create a diversified masterpiece…

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Psychology<

Investment Statement Policy Example | Chill Out + Zoom Out + Let It Be

When it comes to staying the course with your investment portfolio the biggest enemy is staring right back at you when you look into…

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Portfolios<

10 Ways Investors Can Improve The Ray Dalio All Weather Portfolio

When it comes to creating a portfolio that is prepared for all economic regimes, is it possible that investors can improve upon the Ray…

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Investing Legends<

Preparing Portfolios for Inflation and Return Stacking with Rodrigo Gordillo

Most portfolios of mere stock and bond only combinations are woefully unprepared for suddenly high inflation. In terms of figuring out all-weather and risk-parity…

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Investing Legends<

Merger Arbitrage and Long-Short Equity Investing with Julian Klymochko

Considering that market cap weighted stocks and aggregate bond strategies form the bulk of investor portfolios, we’re seeing the Achilles heel of this strategy…

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Investing Legends<

Deep Value Investing Strategy with Tobias Carlisle

When it comes to equity optimization strategies few (if any) intrigue me more than deep value investing. With this in mind, we’re thrilled to…

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Investing Legends<

Risk Parity Investing Strategies with Justin of Risk Parity Chronicles

When it comes to portfolio strategies, which have the capacity to drive returns and equally defend during turbulent economic times, few (if any) are…

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Strategy<

What Is Your Blind Spot As An Investor? How Is Your Portfolio Unprepared?

As investors we like to think we have the “perfect portfolio” that suits our needs in terms of a returns meets risk standpoint but…

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Investing Legends<

Value Investing, Trend Following and Leverage with HML Compounder

When it comes to the connections I’ve made on Twitter, pursuing my newfound hobby of investing, few have been as impactful as getting to…

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Strategy<

5 Reasons Why I’m Not A Bogleheads Investor And Never Will Be

At some point in your investing journey you’ll likely encounter a group that is the literal antithesis of what you stand for as an…

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