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…
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.
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…
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…
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…
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…
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,…
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…
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…
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…
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…
Out of all of the optimized equity factors that can potentially drive performance none may be as potent as quantitative momentum. Yet no other…
Stock picking is an investment strategy that intrigues me unlike any other. Those of you who have been following this blog closely will know…
Every single time I receive an email submission to the “Investing Legends” and “How I Invest” series it feels like an early Christmas present!…
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…
One of the most embarrassing moments of my life occurred during a dim sum lunch with a PR representative in Hong Kong. My wife…
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…
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…
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…
A lot of funds have lofty goals and aspirations but kind of fall flat on their face when thrown into the sizzling frying pan….
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…
When it comes to investing, surviving is all that matters. For whatever reason, alternative investment strategies are not given as much leash to thrive…
