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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.

Why Berkshire Hathaway Was More Than a Stock Portfolio Under Warren Buffett
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Why Berkshire Hathaway Was More Than a Stock Portfolio Under Warren Buffett

I’ll admit something slightly embarrassing: I used to pay too much attention to Berkshire Hathaway’s public stock list too. It is easy. It gives…

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Cómo Warren Buffett balanceó acciones públicas, empresas privadas y seguro flotante
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Cómo Warren Buffett balanceó acciones públicas, empresas privadas y seguro flotante

Para mí, el debate entre “acciones versus empresas” pierde el eje por completo. Buffett nunca eligió una religión. No firmó un pacto de sangre…

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How Warren Buffett Balanced Public Stocks, Private Businesses, and Insurance Float
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How Warren Buffett Balanced Public Stocks, Private Businesses, and Insurance Float

I think the “stocks versus businesses” debate misses the point entirely. Buffett was not choosing a religion. He was not signing a blood oath…

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Por qué falla la clonación 13F: La arquitectura corporativa de Warren Buffett en Berkshire Hathaway
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Por qué falla la clonación 13F: La arquitectura corporativa de Warren Buffett en Berkshire Hathaway

Para mí, el error más grande que comete la mayoría de la gente con Berkshire Hathaway es tratarlo como si fuera un portfolio de…

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Warren Buffett’s Corporate Architecture at Berkshire Hathaway Explained
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Warren Buffett’s Corporate Architecture at Berkshire Hathaway Explained

I think the biggest mistake people make with Berkshire Hathaway is treating it like a portfolio. It is not. A portfolio is just a…

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La cultura corporativa de Berkshire Hathaway bajo Warren Buffett y por qué fue tan duradera
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La cultura corporativa de Berkshire Hathaway bajo Warren Buffett y por qué fue tan duradera

Entiendo perfectamente por qué a la gente le encanta la adorable historia de la cultura corporativa de Berkshire. Es prolija, es encantadora y hace…

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Berkshire Hathaway’s Culture Under Warren Buffett and Why It Was So Durable
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Berkshire Hathaway’s Culture Under Warren Buffett and Why It Was So Durable

I get why people love the cozy Berkshire culture story. It is clean, it is charming, and it makes a trillion-dollar corporate empire sound…

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El manual de estrategia de Berkshire: Float de seguros, flujo de caja y asignación de capital
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El manual de estrategia de Berkshire: Float de seguros, flujo de caja y asignación de capital

La mayoría de los inversores describen los años de Warren Buffett en Berkshire Hathaway como una historia de selección de acciones. Miran al enorme…

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Warren Buffett’s Berkshire Playbook: Insurance, Cash Flow, and Opportunistic Reinvestment
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Warren Buffett’s Berkshire Playbook: Insurance, Cash Flow, and Opportunistic Reinvestment

Most investors describe Warren Buffett’s Berkshire Hathaway years as a stock-picking story. They look at the massive holding company and see an investment portfolio…

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Cómo Berkshire Hathaway se convirtió en el contenedor de interés compuesto definitivo de Warren Buffett
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Cómo Berkshire Hathaway se convirtió en el contenedor de interés compuesto definitivo de Warren Buffett

Si pasás un tiempo en los foros financieros de inversores minoristas, la narrativa que rodea a Warren Buffett suena menos a finanzas corporativas y…

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How Berkshire Hathaway Became Warren Buffett’s Ultimate Compounder
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How Berkshire Hathaway Became Warren Buffett’s Ultimate Compounder

If you spend any time on retail financial forums, the narrative surrounding Warren Buffett sounds less like corporate finance and more like a collection…

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El modelo operativo de Berkshire Hathaway y por qué funcionó tan bien
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El modelo operativo de Berkshire Hathaway y por qué funcionó tan bien

La mayoría de los debates sobre Berkshire Hathaway lo tratan como si fuera un fondo común de inversión (mutual fund) gigante y desproporcionado que,…

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Warren Buffett’s Berkshire Hathaway Operating Model and Why It Worked So Well
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Warren Buffett’s Berkshire Hathaway Operating Model and Why It Worked So Well

Most discussions about Berkshire Hathaway treat it like a massive, overgrown mutual fund that happens to hold an insurance business on the side. The…

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La evolución de Berkshire Hathaway bajo Warren Buffett: de fábrica textil a imperio
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La evolución de Berkshire Hathaway bajo Warren Buffett: de fábrica textil a imperio

La máquina de interés compuesto más grande del mundo nació de una trampa de valor, una disputa por un contrato y una decisión emocional…

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Berkshire Hathaway’s Evolution Under Warren Buffett: From Textile Mill to Empire
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Berkshire Hathaway’s Evolution Under Warren Buffett: From Textile Mill to Empire

The world’s greatest compounding engine began with a value trap, a tender dispute, and one very expensive emotional decision. In 1964, Warren Buffett was…

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Cómo Warren Buffett convirtió a Berkshire Hathaway en una máquina de asignación de capital
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Cómo Warren Buffett convirtió a Berkshire Hathaway en una máquina de asignación de capital

Una confesión de inversión vale la pena hacer al principio: Warren Buffett cambió menos a nivel de temperamento en los últimos setenta años de…

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How Warren Buffett Turned Berkshire Hathaway Into a Capital Allocation Machine
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How Warren Buffett Turned Berkshire Hathaway Into a Capital Allocation Machine

An investing confession is worth making at the outset: Warren Buffett changed less at the level of temperament over the last seventy years than…

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Los años de la sociedad: Por qué este es el capítulo más subestimado en la carrera de Warren Buffett
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Los años de la sociedad: Por qué este es el capítulo más subestimado en la carrera de Warren Buffett

Mirá, la posta es que el Warren Buffett que la mayoría de los inversores copia, en realidad, no existe. La versión que domina los…

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The Partnership Years: Why This Is the Most Underrated Chapter in Warren Buffett’s Career
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The Partnership Years: Why This Is the Most Underrated Chapter in Warren Buffett’s Career

So here’s the thing—the Warren Buffett most investors copy doesn’t actually exist. The version that dominates modern financial media is a carefully preserved marketing…

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Cómo Warren Buffett cerró la sociedad BPL y por qué importa esa decisión
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Cómo Warren Buffett cerró la sociedad BPL y por qué importa esa decisión

Mirá este número que a cualquier gestor de fondos moderno lo haría transpirar en frío: $105.100. Esa era toda la plata que Warren Buffett…

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