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…
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.
What unites investors of all backgrounds and levels of experience are the challenges and curveballs markets throw at them on a consistent basis. Staying…
How do you spend your final conscious moments before you drift off to sleep? I think most people count sheep, review their day, say…
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…
Risk Parity is easily one of my favourite asset allocation strategies from a risk meets returns standpoint. Instead of merely grabbing large slabs of…
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…
One of the earliest memories I have of “fending for myself” was that time I made a super sandwich as a teenager. Left alone…
One of my primary goals with the “How I Invest” series is to feature as many investors with as diverse a range of styles…
I haven’t been shy in hiding the fact that Simplify ETFs is one of my favourite alternative fund providers. They offer a vast array…
Seeking less crowded spaces is one of my ultimate goals as an investor. One particular equity optimization strategy that is most alluring to me…
Nothing excites me more as an investor than finding hidden gems in what is generally considered to be a supersaturated ETF marketplace. No fund…
Today we’ll be reviewing the highest AUM US small-cap value ETF. It is none other than VBR ETF. Better known as Vanguard Small-Cap Value…
2022 ought to be remembered as the death of long-only asset allocation strategies. The 60/40 portfolio got obliterated with both stocks and bonds down…
Few alternative funds have made bigger waves in recent years than Leatherback Long-Short Alternative Yield ETF. With long-only equity and bond strategies getting skewered…
In my opinion, one of the greatest gifts you can give yourself as an investor is to not corner yourself into a narrow lane….
We’re a society that is constantly being tempted by bigger is better. When you head out to dine at your favourite fast food joint,…
In an industry that is ultra competitive and supersaturated with mutual funds and ETFs it’s no wonder that many funds don’t survive long-term.Even funds…
It’s not easy to create waves in the crowded ETF marketplace as a relatively new provider. However, Avantis Investors have done just that in…
We’ve covered quality, value, minimum volatility, growth at a reasonable price, and wide moat equity optimization strategies on the blog in recent weeks. It’s…
Having traveled abroad to over 75 different countries, I’ve experienced a wide spectrum of things. One of them being really bad coffee. The type…
With a long enough time horizon it’s hard to argue that an all-equity investment strategy won’t reign supreme over other asset classes. If we’re…
