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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.

David Swensen vs the Retail Investor: What Individuals Can and Cannot Copy from Yale
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David Swensen vs the Retail Investor: What Individuals Can and Cannot Copy from Yale

So here is the intellectual paradox that has bugged me for years: David Swensen did not actually want you to invest like David Swensen….

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La disciplina de selección de gestores de David Swensen: Por qué importan el acceso, la alineación y el talento
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La disciplina de selección de gestores de David Swensen: Por qué importan el acceso, la alineación y el talento

Odio el debate entre gestión activa y pasiva porque hace que gente inteligente termine sonando como si se hubiera unido a sectas rivales de…

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David Swensen’s Manager Selection Discipline: Why Access, Alignment, and Skill Matter
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David Swensen’s Manager Selection Discipline: Why Access, Alignment, and Skill Matter

I hate the active-versus-passive debate because it makes smart people sound like they joined rival potato cults. You know the drill. One side screams…

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David Swensen sobre Asignación de Activos: Cómo Construir Carteras más allá de Acciones y Bonos
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David Swensen sobre Asignación de Activos: Cómo Construir Carteras más allá de Acciones y Bonos

Le tengo una sospecha personal profunda a los gráficos de torta de asignación de activos. Se ven tan limpios, y esa suele ser la…

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David Swensen on Asset Allocation: Building Portfolios Beyond Stocks and Bonds
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David Swensen on Asset Allocation: Building Portfolios Beyond Stocks and Bonds

I have a deep personal suspicion of asset allocation pie charts. They look clean, which is usually the first warning sign. A bad pie…

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La prima por iliquidez de David Swensen: Cuándo bloquear el capital es una ventaja
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La prima por iliquidez de David Swensen: Cuándo bloquear el capital es una ventaja

No confío mucho en nada dentro de las finanzas que transforme el “no podés recuperar tu plata” en una supuesta prima o beneficio. Cuando…

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David Swensen’s Illiquidity Premium: When Locking Up Capital Becomes an Advantage
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David Swensen’s Illiquidity Premium: When Locking Up Capital Becomes an Advantage

I do not naturally trust anything in finance that turns “you can’t get your money back” into a premium. When an investment deck frames…

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David Swensen y el Modelo Yale: Cómo la inversión institucional cambió para siempre
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David Swensen y el Modelo Yale: Cómo la inversión institucional cambió para siempre

No le tengo fe a ninguna idea financiera una vez que se convierte en un gráfico de torta. Ahí es exactamente cuando la maquinaria…

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David Swensen and the Yale Model: How Institutional Investing Changed Forever
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David Swensen and the Yale Model: How Institutional Investing Changed Forever

I do not trust any finance idea once it becomes a pie chart. That is usually when the machinery disappears, the critical thinking shuts…

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Las mejores inversiones de Berkshire influenciadas por el pensamiento de Charlie Munger
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Las mejores inversiones de Berkshire influenciadas por el pensamiento de Charlie Munger

No quiero medir la influencia de Charlie Munger en Berkshire Hathaway contando las frases ingeniosas impresas en tazas de café. Así es como la…

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The Best Berkshire Investments Influenced by Charlie Munger’s Thinking
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The Best Berkshire Investments Influenced by Charlie Munger’s Thinking

I don’t want to measure Charlie Munger’s influence on Berkshire Hathaway by counting the aphorisms printed on coffee mugs. That is how finance people…

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Cómo Munger actualizó la definición de valor de Warren Buffett
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Cómo Munger actualizó la definición de valor de Warren Buffett

Yo no me compro esa idea de que Charlie Munger transformó a Warren Buffett de la noche a la mañana, pasando de ser un…

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How Munger Helped Warren Buffett Upgrade His Definition of Value
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How Munger Helped Warren Buffett Upgrade His Definition of Value

I don’t buy the idea that Charlie Munger turned Warren Buffett from a value investor into a quality investor. That sounds tidy, which is…

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Buffett vs Munger: Las diferencias sutiles que hicieron tan fuerte a su sociedad
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Buffett vs Munger: Las diferencias sutiles que hicieron tan fuerte a su sociedad

Me vuelvo un poco desconfiado cada vez que la gente de finanzas describe una sociedad comercial como una “armonía perfecta”. La armonía perfecta suele…

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Buffett vs Munger: The Subtle Differences That Made Their Partnership So Strong
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Buffett vs Munger: The Subtle Differences That Made Their Partnership So Strong

I get suspicious whenever finance people describe a business partnership as “perfect harmony.” Perfect harmony is usually what people say right before a room…

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Warren Buffett y Charlie Munger sobre empresas maravillosas frente a acciones baratas
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Warren Buffett y Charlie Munger sobre empresas maravillosas frente a acciones baratas

Me pongo un poco inquieto cada vez que los inversores transforman la asignación de activos en una guerra santa. La tribuna del “cigar-butt” (las…

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Warren Buffett and Charlie Munger on Wonderful Businesses vs Cheap Stocks
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Warren Buffett and Charlie Munger on Wonderful Businesses vs Cheap Stocks

I get twitchy whenever investors turn asset allocation into a holy war. The cigar-butt crowd acts like every highly profitable company is an overpriced…

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Qué le enseñó Charlie Munger a Warren Buffett sobre la calidad de un negocio
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Qué le enseñó Charlie Munger a Warren Buffett sobre la calidad de un negocio

La versión perezosa de la historia financiera dice que Charlie Munger le enseñó a Warren Buffett a comprar “empresas maravillosas”. Y yo lo admito:…

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What Charlie Munger Taught Warren Buffett About Business Quality
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What Charlie Munger Taught Warren Buffett About Business Quality

The lazy version of financial history says Charlie Munger taught Warren Buffett to buy “wonderful businesses.” I’ll admit it: “wonderful business” sounds nice. Too…

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Warren Buffett antes y después de Charlie Munger: El cambio que construyó Berkshire
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Warren Buffett antes y después de Charlie Munger: El cambio que construyó Berkshire

La oferta de compra por escrito llegó al escritorio de Warren Buffett en mayo de 1964 especificando un precio de $11.3125 por acción. Apenas…

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