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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.

Ray Dalio’s Economic Machine: Debt Cycles, Policy, and Macro Investing
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Ray Dalio’s Economic Machine: Debt Cycles, Policy, and Macro Investing

So here’s a fun piece of market trivia you won’t find in the standard glossy financial brochures: in 1982, a thirty-something macro manager named…

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Ray Dalio y la Cartera All Weather: Ingeniería para Regímenes Económicos
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Ray Dalio y la Cartera All Weather: Ingeniería para Regímenes Económicos

El mundo financiero tiene una obsesión bastante extraña con transformar la ingeniería macro compleja en folklore pasivo para inversores minoristas. Si pasás diez minutos…

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Ray Dalio and the All Weather Portfolio: Engineering for Economic Regimes
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Ray Dalio and the All Weather Portfolio: Engineering for Economic Regimes

The financial world has a strange obsession with transforming complex macro-engineering into passive retail folklore. If you spend ten minutes in any online personal…

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El marco de paridad de riesgo de Ray Dalio: Equilibrar el riesgo en lugar del capital
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El marco de paridad de riesgo de Ray Dalio: Equilibrar el riesgo en lugar del capital

La cartera tradicional supuestamente balanceada es una mentira estructural disfrazada de un inocente gráfico de torta. Pasé años mirando la asignación de activos (asset…

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Ray Dalio’s Risk Parity Framework: Balancing Risk Instead of Capital
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Ray Dalio’s Risk Parity Framework: Balancing Risk Instead of Capital

The traditional balanced portfolio is a structural lie disguised as an innocent pie chart. I spent years looking at asset allocation as a simple…

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Ray Dalio y la diversificación radical: Por qué importan las fuentes de rendimiento descorrelacionadas
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Ray Dalio y la diversificación radical: Por qué importan las fuentes de rendimiento descorrelacionadas

Cada inversor minorista (retail investor) que busca construir una cartera resiliente tarde o temprano se topa con el famoso gráfico del “Santo Grial” de…

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Ray Dalio on Radical Diversification: Why Uncorrelated Returns Matter
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Ray Dalio on Radical Diversification: Why Uncorrelated Returns Matter

Every retail investor looking to build a resilient portfolio eventually stumbles onto Ray Dalio’s famous “Holy Grail” of investing chart. It’s a beautifully seductive…

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Ray Dalio vs Cartera 60/40 Tradicional: Una Forma Diferente de Pensar el Riesgo de Cartera
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Ray Dalio vs Cartera 60/40 Tradicional: Una Forma Diferente de Pensar el Riesgo de Cartera

A la industria financiera le encanta una historia de origen bien limpia, preferiblemente una que involucre a un genio solitario mirando un pizarrón hasta…

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Ray Dalio vs Traditional 60/40 Investing: A Different Way to Think About Portfolio Risk
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Ray Dalio vs Traditional 60/40 Investing: A Different Way to Think About Portfolio Risk

The finance industry loves a clean origin story, preferably one that involves a lone genius staring at a chalkboard until a multi-billion-dollar epiphany hits….

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Howard Marks vs Proyecciones: Por qué saber dónde estamos importa más que predecir el futuro
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Howard Marks vs Proyecciones: Por qué saber dónde estamos importa más que predecir el futuro

Cada diciembre se repite el mismo ritual en todo el sector financiero. Los principales bancos de inversión de Wall Street juntan a sus mentes…

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Howard Marks vs Forecasting: Why Knowing Where We Are Matters More Than Predicting the Future
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Howard Marks vs Forecasting: Why Knowing Where We Are Matters More Than Predicting the Future

Every December, a familiar ritual plays out across the financial sector. Wall Street’s premier investment banks gather their brightest minds, run complex econometric models…

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Howard Marks y la inversión defensiva: Cómo sobrevivir cuando el mercado busca rendimiento a cualquier precio
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Howard Marks y la inversión defensiva: Cómo sobrevivir cuando el mercado busca rendimiento a cualquier precio

Mirá, la posta sobre la inversión defensiva (defensive investing) es esta: requiere un estómago de fierro para aguantar un aburrimiento institucional absoluto y una…

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Howard Marks on Defensive Investing: Surviving the Times When Others Reach for Return
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Howard Marks on Defensive Investing: Surviving the Times When Others Reach for Return

So here is the thing about defensive investing: it requires a stomach for intense institutional boredom and an absolute willingness to look completely out…

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Howard Marks y el arte del pensamiento de segundo nivel
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Howard Marks y el arte del pensamiento de segundo nivel

Cada vez que veo un hilo en las redes sociales sobre Howard Marks, noto el mismo patrón. Alguien empaqueta el “Pensamiento de Segundo Nivel”…

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Howard Marks and the Art of Second-Level Thinking
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Howard Marks and the Art of Second-Level Thinking

Every time I see a thread on social media about Howard Marks, I notice the same pattern. Someone packages “Second-Level Thinking” as if it’s…

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Howard Marks y el riesgo: Por qué la volatilidad no es el verdadero enemigo
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Howard Marks y el riesgo: Por qué la volatilidad no es el verdadero enemigo

Si pasás el tiempo suficiente recorriendo los pasillos de la academia financiera moderna, tarde o temprano te van a decir que el riesgo es…

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Howard Marks on Risk: Why Volatility Is Not the Real Enemy
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Howard Marks on Risk: Why Volatility Is Not the Real Enemy

If you spend enough time roaming the corridors of modern finance academia, you will eventually be told that risk is a neatly packaged Greek…

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Howard Marks y los ciclos de mercado: El péndulo entre el miedo y la codicia
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Howard Marks y los ciclos de mercado: El péndulo entre el miedo y la codicia

Si prendés la televisión financiera durante una corrección del mercado, tarde o temprano lo vas a ver a Howard Marks. Los conductores lo tratan…

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Howard Marks on Market Cycles: The Pendulum Between Fear and Greed
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Howard Marks on Market Cycles: The Pendulum Between Fear and Greed

If you flip on financial television during a market correction, you will eventually see Howard Marks. The anchors treat him like a secular saint,…

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David Swensen vs. el Inversor Minorista: Qué se Puede y Qué No se Puede Copiar de Yale
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David Swensen vs. el Inversor Minorista: Qué se Puede y Qué No se Puede Copiar de Yale

Acá está la paradoja intelectual que me viene quemando la cabeza hace años: David Swensen, en realidad, no quería que inviertas como David Swensen….

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