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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.

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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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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