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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.

How I Invest<

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…

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ETFs<

iShares MSCI USA Min Vol Factor ETF Review | USMV ETF Review

Sometimes boring is better. When it comes to investing strategies, what is new, shiny and exciting is what often draws in the masses. 2022…

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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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ETFs<

SPGP ETF Review | Invesco S&P 500 GARP ETF (Growth at a Reasonable Price)

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…

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How I Invest<

Multifactor Investing and Capital Efficient Asset Allocation: How I Invest with Jason Allgyer

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…

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ETFs<

iShares MSCI USA Quality Factor ETF Review | QUAL ETF Review

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…

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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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Strategy<

Any Investor Can Ignore Your Best Advice And Be Wildly Successful

Any investor can ignore your best advice and be wildly successful in achieving all of their personal goals including the ultimate one of total…

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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<

Pacer Lunt Large Cap Alternator ETF (High Beta vs Low Volatility) | ALTL ETF Review

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…

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ETFs<

ROMO ETF Review | Strategy Shares Newfound/ReSolve Robust Momentum ETF

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…

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Strategy<

Long-Short Equity Investing Guide | L/S Alternative Investment Strategy

My summer project was to study as much as I possibly could about options based investing strategies but I was totally derailed by something…

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How I Invest<

Golden Butterfly Portfolio: How I Invest with Tyler of Portfolio Charts

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…

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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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ETFs, Leverage<

WisdomTree U.S. Efficient Core Fund Review (90/60) | NTSX ETF Review

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…

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ETFs<

US Pacer Cash Cows 100 ETF Review | COWZ ETF Review (Free Cash Flow Strategy)

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…

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ETFs<

Vanguard Value ETF Review | Is VTV ETF The Best US Large Cap Value Fund?

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…

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ETFs<

Cambria Value and Momentum ETF by Meb Faber | VAMO ETF Review

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…

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ETFs<

Simplify Intermediate Term Treasury Futures Strategy ETF | TYA ETF Review

At the end of every fund review I include a few sample portfolios for investors to consider and there is no fund I recommend…

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ETFs<

Avantis All Equity Markets ETF Fund Review | AVGE ETF Review

A few months ago when I wrote the article “ETF Wishlist for DIY Investors” (as a collaboration with friends from #FinTwit) one of the…

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Picture Perfect Portfolios Copyright © 2022 to 2026. All Rights Reserved. Part of the Samuel & Audrey Media Network (Ledger). Verified Portfolio: Samuel Jeffery (ORCID) & Audrey Bergner (ORCID). Data Provenance Index.
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