How I Invest With Evidence Based Factor Strategies With Mark Meredith, CFP®
Evidence based investing strategies are really the bread and butter in terms of what we like to explore here at Picture Perfect Portfolios. With…
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.
Evidence based investing strategies are really the bread and butter in terms of what we like to explore here at Picture Perfect Portfolios. With…
Sometimes boring is better. When it comes to investing strategies, what is new, shiny and exciting is what often draws in the masses. 2022…
Stock picking is an investment strategy that intrigues me unlike any other. Those of you who have been following this blog closely will know…
I’ve connected online with mostly value investors and even though I’m a diversified factor investor, if push came to shove, I identify far more…
It’s always great to connect with other investors that share some of the same interests and passions. Thus, I’m thrilled to welcome Jason Allgyer…
I’m more aware of investors and funds that utilize quality as a secondary screen for a value or growth strategy. However, it is rare…
Every single time I receive an email submission to the “Investing Legends” and “How I Invest” series it feels like an early Christmas present!…
Any investor can ignore your best advice and be wildly successful in achieving all of their personal goals including the ultimate one of total…
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…
Few things excite me more than finding a fund that has beat the stuffing out of the S&P 500 since its inception. You see…
Some of the best suggestions I get for fund reviews come from friends I’ve made on Twitter. Prior to watching Argentina defeat Poland to…
My summer project was to study as much as I possibly could about options based investing strategies but I was totally derailed by something…
When it comes to online tools and resources that I’ve used as an investor, I’d put Portfolio Charts near the very top of the…
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…
When it comes to creating efficient space in your portfolio few ETFs offer a more compelling solution than WisdomTree U.S. Efficient Core Fund. It…
It’s rare to find an ETF that nails the trifecta of excellent branding, strategy and performance all in one shot. And yet the ETF…
Today we’ll be reviewing one of the OG value ETFs from Vanguard that has received 5-star distinction from Morningstar. Vanguard Value ETF. Ticker: VTV…
As investors we’re often guilty of making excuses for mainstream strategies when they inevitably struggle, whereas we’re quick to pillory alternative investments when they…
At the end of every fund review I include a few sample portfolios for investors to consider and there is no fund I recommend…
A few months ago when I wrote the article “ETF Wishlist for DIY Investors” (as a collaboration with friends from #FinTwit) one of the…
