What Is Your Blind Spot As An Investor? How Is Your Portfolio Unprepared?
As investors we like to think we have the “perfect portfolio” that suits our needs in terms of a returns meets risk standpoint but…
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.
As investors we like to think we have the “perfect portfolio” that suits our needs in terms of a returns meets risk standpoint but…
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…
At some point in your investing journey you’ll likely encounter a group that is the literal antithesis of what you stand for as an…
Given that large cap stock investing identifies the most famous and well-known companies (and is prone to investor exuberance) and small-cap investing is where…
What The Heck Is Returning Stacking? Imagine if you could put together a portfolio, in such a way, that it is return stacking the…
Is it possible to create an all-weather portfolio solution, which has the capacity to thrive given any economic curveball thrown its way, that doesn’t…
Could it actually be possible to cobble together an all-weather portfolio, composed of mostly Simplify ETFs, that has the potential to stand shoulder to…
I’m really curious to know what kind of investor are you? I’ve recently discovered I’m a Sponge Investor – also known as a perpetual/forever…
Why is trend-following, given that it is possibly the most potent alternative sleeve rules-based trading system that is uncorrelated to both stocks and bonds,…
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…
When I first sat down and had the idea of creating an investing legends section on this blog, I immediately thought of sending questions…
The lessons I learned playing fantasy baseball as a kid taught me how to be a better investor today. I realized at an early…
As an alternative to a straight-shooter S&P 500 equity fund, Simplify US Equity Plus Downside Convexity ETF (ticker: SPD) offers exposure to US Large…
Many savvy investors are becoming informed of the importance of alternative investments as a way to efficiently diversify, stabilize and potentially enhance portfolio returns….
The 2000s has often been referred to as ‘the lost decade for stocks‘ referring specifically to the time period of 2000 until 2010. Indeed,…
So Trendy is an expanded canvas portfolio solution composed of global momentum equities, trend-following long/short alternatives and long-term treasury bonds. It melds together the…
As an investor, a surefire way I’d be losing in life would be if I had invested in an S&P 500 style of index…
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…
We’re fortunate enough to have Value Stock Geek as our first interview in the ‘Investing Legends‘ series where we’ll be covering the thought-process, strategies…
When it comes to building an efficient portfolio research supported factor strategies have been used by sophisticated investors to drive returns, respond to a…
