Top 10 Advantages DIY Investors Have Over Professional Investors
Is it actually possible for amateur DIY investors to have certain advantages over professional investors? That’s the question that randomly popped into my head…
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.
Is it actually possible for amateur DIY investors to have certain advantages over professional investors? That’s the question that randomly popped into my head…
I was so blown away by the success, engagement and high retention time from the Investing Legends contributions on Picture Perfect Portfolios that I’ve…
In an industry that is ultra competitive and supersaturated with mutual funds and ETFs it’s no wonder that many funds don’t survive long-term.Even funds…
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…
If you’ve enjoyed the content on this blog about building expanded canvas capital efficient portfolios, you’re in for a real treat today. I’m thrilled…
The Ray Dalio All Weather Portfolio is considered by many to be the cream of the crop when it comes to risk managed long-only…
The Ray Dalio All Weather Portfolio is considered by many to be one of the most defensive and diversified long-only portfolios for investors to…
There comes a point in time in your life when you realize that following the herd is a bad idea. If health, fitness and…
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…
Seeking less crowded spaces is one of my ultimate goals as an investor. One particular equity optimization strategy that is most alluring to me…
Nothing excites me more as an investor than finding hidden gems in what is generally considered to be a supersaturated ETF marketplace. No fund…
We’re a society that is constantly being tempted by bigger is better. When you head out to dine at your favourite fast food joint,…
The Cockroach portfolio is a four quadrant portfolio that combines the best of traditional long-only asset classes with derivatives to create a diversified masterpiece…
In my opinion, one of the greatest gifts you can give yourself as an investor is to not corner yourself into a narrow lane….
It’s not easy to create waves in the crowded ETF marketplace as a relatively new provider. However, Avantis Investors have done just that in…
Sometimes boring is better. When it comes to investing strategies, what is new, shiny and exciting is what often draws in the masses. 2022…
We’ve covered quality, value, minimum volatility, growth at a reasonable price, and wide moat equity optimization strategies on the blog in recent weeks. It’s…
When it comes to portfolio construction most investors are laser focused on offensive assets. Stocks and bonds. The 60/40 portfolio. But 2022 revealed this…
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…
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…
