• About
  • PPP 2.0
  • How I Invest
  • Model Portfolios
  • ETF Reviews
  • Library
  • Media
  • Glossary
  • Legal
Picture Perfect Portfolios - Quantitative Investment Strategies & Expanded Canvas Portfolio Asset Allocation
  • Portfolios
  • ETFs
  • Strategy
  • Investing Legends
  • How I Invest
  • Strategy Behind The Fund
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.

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

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…

Read More
The Best Berkshire Investments Influenced by Charlie Munger’s Thinking
Legends<

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…

Read More
Cómo Munger actualizó la definición de valor de Warren Buffett
Español<

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…

Read More
How Munger Helped Warren Buffett Upgrade His Definition of Value
Legends<

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…

Read More
Buffett vs Munger: Las diferencias sutiles que hicieron tan fuerte a su sociedad
Español<

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…

Read More
Buffett vs Munger: The Subtle Differences That Made Their Partnership So Strong
Legends<

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…

Read More
Warren Buffett y Charlie Munger sobre empresas maravillosas frente a acciones baratas
Español<

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…

Read More
Warren Buffett and Charlie Munger on Wonderful Businesses vs Cheap Stocks
Legends<

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…

Read More
Qué le enseñó Charlie Munger a Warren Buffett sobre la calidad de un negocio
Español<

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:…

Read More
What Charlie Munger Taught Warren Buffett About Business Quality
Legends<

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…

Read More
Warren Buffett antes y después de Charlie Munger: El cambio que construyó Berkshire
Español<

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…

Read More
Warren Buffett Before and After Charlie Munger: The Shift That Built Berkshire
Legends<

Warren Buffett Before and After Charlie Munger: The Shift That Built Berkshire

The written tender offer arrived on Warren Buffett’s desk in May 1964 specifying a price of $11.3125 per share. Just weeks prior, Seabury Stanton—the…

Read More
Cómo Charlie Munger cambió la estrategia de inversión de Warren Buffett para siempre
Español<

Cómo Charlie Munger cambió la estrategia de inversión de Warren Buffett para siempre

La versión perezosa de la historia dice que Charlie Munger le tiró un polvo mágico de calidad a Warren Buffett, enseñándole a dejar de…

Read More
How Charlie Munger Changed Warren Buffett’s Investing Style for Good
Legends<

How Charlie Munger Changed Warren Buffett’s Investing Style for Good

The lazy version of the story is that Charlie Munger sprinkled quality fairy dust on Warren Buffett, teaching him to stop buying junk and…

Read More
La verdadera evolución de inversión de Warren Buffett empezó con Graham pero no terminó ahí
Español<

La verdadera evolución de inversión de Warren Buffett empezó con Graham pero no terminó ahí

La versión perezosa de la evolución de Warren Buffett es que empezó como un cazador de gangas al estilo de Benjamin Graham, conoció a…

Read More
Warren Buffett’s Real Investing Evolution Started With Graham but Did Not End There
Legends<

Warren Buffett’s Real Investing Evolution Started With Graham but Did Not End There

The lazy version of Warren Buffett’s evolution is that he started as a Benjamin Graham bargain hunter, met Charlie Munger, discovered wonderful businesses, and…

Read More
Cómo Warren Buffett combinó la disciplina de Graham con un mejor análisis de negocio
Español<

Cómo Warren Buffett combinó la disciplina de Graham con un mejor análisis de negocio

A los medios de comunicación financieros les encanta contar una historia de evolución prolija. Se pasaron décadas pintando una foto donde Warren Buffett se…

Read More
How Warren Buffett Blended Graham’s Discipline With Better Business Analysis
Legends<

How Warren Buffett Blended Graham’s Discipline With Better Business Analysis

The financial media loves a tidy evolution story. They’ve spent decades painting a picture of Warren Buffett graduating from Benjamin Graham’s classic value framework…

Read More
Buffett, Graham y el verdadero significado del margen de seguridad
Español<

Buffett, Graham y el verdadero significado del margen de seguridad

La historia convencional de Warren Buffett dice más o menos algo así: un tierno caballero del medio oeste norteamericano se sienta en su oficina…

Read More
Buffett, Graham, and the Meaning of Margin of Safety
Legends<

Buffett, Graham, and the Meaning of Margin of Safety

The conventional story of Warren Buffett goes something like this: a wholesome midwestern gentleman sits in an office in Omaha, drinks Cherry Coke, reads…

Read More
Posts pagination
1 … 4 5 6 7 8 … 27
Picture Perfect Portfolios Copyright © 2022 to 2026 | Part of the Samuel & Audrey Media Network | Site Directory
Back to top
  • Portfolios
  • ETFs
  • Strategy
  • Investing Legends
  • How I Invest
  • Strategy Behind The Fund
  • About
  • PPP 2.0
  • How I Invest
  • Model Portfolios
  • ETF Reviews
  • Library
  • Media
  • Glossary
  • Legal