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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.

Strategy<

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…

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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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Strategy<

5 Reasons Why I’m Not A Bogleheads Investor And Never Will Be

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…

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Strategy<

Is Mid Cap Stock Investing the Most Underrated of All Equity Strategies?

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…

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What Is Return Stacking? $1 Of Asset A PLUS $1 Of Asset B stacked on top - digital art
Leverage, Portfolios, Strategy<

What Is Return Stacking? Return Stacked Portfolios: Capital Efficient Investing Strategy Review

What The Heck Is Returning Stacking? Imagine if you could put together a portfolio, in such a way, that it is return stacking the…

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ETFs<

Standpoint Multi-Asset Fund | REMIX BLNDX Mutual Fund Review

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…

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Portfolios<

Picture Perfect Portfolio of ETFs vs Ray Dalio All-Weather and Risk Parity

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…

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Psychology<

What Kind Of Investor Are You? I’m A Sponge Investor: A Forever Free-Agent

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…

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Investor As A Fencer - digital art
Strategy<

Why Is Trend Following Not A More Popular Investing Strategy?

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,…

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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<

Adaptive Asset Allocation, Risk Parity and Return Stacking with Adam Butler

When I first sat down and had the idea of creating an investing legends section on this blog, I immediately thought of sending questions…

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Psychology<

How Playing Fantasy Baseball As A Kid Made Me A Better Investor Today

The lessons I learned playing fantasy baseball as a kid taught me how to be a better investor today. I realized at an early…

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ETFs<

Simplify US Equity PLUS Downside Convexity | SPD ETF Review

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…

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ETFs<

Accelerate OneChoice ETF ONEC.TO | The Ultimate Alternative Portfolio?

Many savvy investors are becoming informed of the importance of alternative investments as a way to efficiently diversify, stabilize and potentially enhance portfolio returns….

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Strategy<

Lost Decade of the 2000s Myth | 8 Equity Asset Classes That Performed Well From 2000 to 2010

The 2000s has often been referred to as ‘the lost decade for stocks‘ referring specifically to the time period of 2000 until 2010. Indeed,…

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Portfolios<

So Trendy Portfolio | Momentum and Trend-Following Investing

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…

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Strategy<

If I Invested In The S&P 500 I’d Be Losing In Life And Choosing Last Place

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…

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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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Investing Legends<

Value Investing and The Weird Portfolio with Investor Value Stock Geek

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…

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Strategy<

Complete Guide to Multi-Factor Investing

When it comes to building an efficient portfolio research supported factor strategies have been used by sophisticated investors to drive returns, respond to a…

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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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  • Portfolios
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  • How I Invest
  • Strategy Behind The Fund
  • About
  • Picture Perfect Portfolios 2.0
  • My DIY Portfolio: How I Invest
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