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Picture Perfect Portfolios - Quantitative Investment Strategies & Expanded Canvas Portfolio Asset Allocation
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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.

Investing Legends<

Trend Following & All Weather Investing with Eric Crittenden of Standpoint Funds

On a personal level, one of my favourite investing strategies to learn more about these days is Trend Following. I couldn’t think of a…

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Portfolios<

3 Fund Defender Portfolio: How To Build the Ultimate Capital Efficient Defensive Portfolio with 3 ETFs

When it comes to capital efficient combinations of stocks and bonds it’s ridiculously fun to dial up both sleeves of the portfolio to 2X…

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Portfolios<

10 Ways Investors Can Improve A 60/40 Portfolio | Ultimate Enhanced 60/40 Portfolio with ETFs

The 60/40 portfolio is by and large considered industry standard and is the default portfolio most investors own, yet we over here at Picture…

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Portfolios<

Picture Perfect Portfolio: An Outperformance Mandate with Less Risk

Definition: [picture perfect (adjective: NORTH AMERICAN) lacking in defects or flaws; ideal]. Imagine the picture perfect summer day traveling. You’re with loved ones. The…

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Strategy Behind The Fund<

ITAN ETF: Review Of The Strategy Behind Sparkline Intangible Value ETF With Kai Wu

Equity optimization strategies are a primary focus on this investing blog. However, I’ve mostly spent time unpacking familiar ones such as factor focused quality,…

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Strategy<

10 Things Investors Need To Know About Managed Futures Investing Strategies

No other investing strategy has enjoyed a greater moment in the sun quite like Managed Futures in 2022. Traditional long-only asset classes have struggled…

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Investing Legends<

All Weather Portfolios, Multi-Factor Investing, Patience and Baseball with Larry Swedroe

Larry Swedroe is quite literally “the perfect guest” for our “Investing Legends” series as he’s in my opinion the most prolific investment writer and…

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Investing Legends<

Alternative Investment Strategies and Portfolio Diversification with Phil Huber

Few books have had a greater impact on my investing journey than Phil Huber’s The Allocator’s Edge: A Modern Guide to Alternative Investments and…

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ETFs<

RPAR Risk Parity ETF Review | Diversified Asset Allocation Fund

I’m not sure I’ve ever reviewed a fund that has had such a challenging year to date, yet offers as much long-term potential for…

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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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How I Invest<

Multi-Factor Stock Picking Investment Strategy | How I Invest With Systematic Microcap Investor

Stock picking is an investment strategy that intrigues me unlike any other. Those of you who have been following this blog closely will know…

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How I Invest<

Tactical Asset Allocation Strategy: Brave New World Investing with Tom Kasperski

Every single time I receive an email submission to the “Investing Legends” and “How I Invest” series it feels like an early Christmas present!…

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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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ETFs<

AQR Style Premia Alternative Fund Review: QSPIX Mutual Fund Review

One of the most embarrassing moments of my life occurred during a dim sum lunch with a PR representative in Hong Kong. My wife…

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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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ETFs<

VanEck Morningstar Wide MOAT ETF Review (Sustainable Competitive Advantage Investing Strategy)

As investors we’d be wise to reread the classic childhood fable “The Tortoise and the Hare”. We often forget that its a slow and…

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ETFs<

ETF Wishlist For DIY Investors | Dream Funds For Your Portfolio

Imagine being able to create your very own dream fund to add to your portfolio. An ETF you’ve had on your wishlist that currently…

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BLNDX REMIX Standpoint Multi-Asset Fund Protecting Against All-Weather
Strategy Behind The Fund<

BLNDX / REMIX Review: The Strategy Behind Standpoint Multi-Asset Fund With Eric Crittenden

A lot of funds have lofty goals and aspirations but kind of fall flat on their face when thrown into the sizzling frying pan….

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How I Invest<

How I Invest with a Risk Parity Portfolio with Justin of Risk Parity Chronicles

I’m thrilled to have Justin of Risk Parity Chronicles join us once again to share his personal portfolio, thoughts, life experiences and lessons learned…

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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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  • Portfolios
  • ETFs
  • Strategy
  • Investing Legends
  • How I Invest
  • Strategy Behind The Fund
  • About
  • Picture Perfect Portfolios 2.0
  • My DIY Portfolio: How I Invest
  • Model Portfolios List
  • ETF Reviews
  • Disclaimer & Privacy