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…
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.
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…
Earlier this week I listened to one of the most fascinating Investing Podcasts I’ve ever consumed since I became interested about the subject. It…
With US stocks, bonds and gold all down together in 2022, I’ve been pondering lately whether (or not) this is a potential generational buying…
As investors we’re well aware of what happens when you combine stocks and bonds in a portfolio, but what about the unlikely duo of…
When you think of the worst housing bubble of all-time Japan in the 1990s takes the cake and spreads a thick triple layer of…
When it comes to staying the course with your investment portfolio the biggest enemy is staring right back at you when you look into…
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 investing, there’s certainly no shortage of strategies to choose from. Fear, greed, and everything in between can cloud judgment and…
Simplify seems to have an uncanny ability to create and release funds that hit the marketplace with high investor demand. One of their latest…
Equity optimization strategies are a specific focus over here at Picture Perfect Portfolios. We’ve covered factors such as value, momentum, quality and minimum volatility….
When I survey the landscape of capital efficient ETFs I’m hard-pressed to find a fund provider that has made a bigger impact in recent…
Trend following and risk management are two of my favourite themes on this site. One of the deciding factors for me switching from being…
Growing up in Canada I was a hockey fanatic treated to some of the greatest offensive juggernauts the game has ever witnessed. In particular,…
I’m not gonna lie. Most ETF launches I’d file under the ‘Do Not Disturb’ category. Yawn. Wake me up when its over. Its just…
Most investors are mesmerized by large cap equity strategies with familiar and famous companies making up the bulk of the indexes. However, it’s clear…
The older I get, the more I appreciate risk management when it comes to volatility. It’s not just about dialling up offensive assets to…
It’s time for another long-short equity fund to be featured as part of the “Strategy Behind The Fund” series! This time we’ll be focusing…
I’d like to think I’ve got a firm pulse on the capital efficient marketplace. However, when it came to the release of SPQ ETF,…
I believe we’ve officially entered into the golden era of capital efficient investing! Leading the way in this glorious rampage is Return Stacked Portfolio…
I’ll just go ahead and say it. Managed Futures is my favourite asset allocation strategy. Nothing, in my opinion, diversifies a portfolio more and…
