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Picture Perfect Portfolios - Quantitative Investment Strategies & Expanded Canvas Portfolio Asset Allocation
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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.

ETFs<

Simplify Intermediate Term Treasury Futures Strategy ETF | TYA ETF Review

At the end of every fund review I include a few sample portfolios for investors to consider and there is no fund I recommend…

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ETFs<

Cambria Value and Momentum ETF by Meb Faber | VAMO ETF Review

As investors we’re often guilty of making excuses for mainstream strategies when they inevitably struggle, whereas we’re quick to pillory alternative investments when they…

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Investing Legends<

Disciplined Investing and Staying The Course with Cullen Roche

I’ve been focusing on ways to enhance returns, reduce risk and create more regime ready portfolios on this blog, but the truth of it…

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Strategy<

Minimum Volatility Factor Investing | Why Low Volatility Is The Best Equity Strategy

When it comes to all of the available factor investing strategies, I believe Minimum Volatility reigns supreme as the best equity strategy of them…

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ETFs<

CTA Simplify Managed Futures Strategy ETF Review

Once in a blue moon a generational talent in baseball will rise through the ranks of the minor league system with a meteoric big…

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Investing Legends<

Global Asset Allocation and Portfolio Diversification with Meb Faber

Many investors succumb to home country bias and narrative-based short-term investing strategies when they ought to be constructing a globally diversified portfolio that is…

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ETFs<

Meb Faber’s Cambria Global Asset Allocation | GAA ETF Review

Most asset allocation ETF funds follow a cookie cutter template of market-cap weighted equities and aggregate bonds. I refer to these as milquetoast portfolios….

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ETFs<

First Trust Emerging Markets Small Cap AlphaDEX Fund | FEMS ETF Review

In the 2000s Emerging Markets were all of the rage as investors flocked to gain outsized exposure as it grossly outperformed large-cap centric US…

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ETFs<

Picton Mahoney Fortified Alpha Alternative Fund | PFAA.TO ETF Review

Imagine a fund that leveraged three of its best alternative in house strategies, which are uncorrelated to both market beta equity and aggregate bond…

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Investing Legends<

Deep Value Investing Strategy with Tobias Carlisle

When it comes to equity optimization strategies few (if any) intrigue me more than deep value investing. With this in mind, we’re thrilled to…

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Investing Legends<

Merger Arbitrage and Long-Short Equity Investing with Julian Klymochko

Considering that market cap weighted stocks and aggregate bond strategies form the bulk of investor portfolios, we’re seeing the Achilles heel of this strategy…

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Investing Legends<

Risk Parity Investing Strategies with Justin of Risk Parity Chronicles

When it comes to portfolio strategies, which have the capacity to drive returns and equally defend during turbulent economic times, few (if any) are…

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ETFs<

How I Invest In ESG Orphans (The Exclusions Of The ESG Bubble) With Mark Neuman

One of my primary goals with the “How I Invest” series is to feature as many investors with as diverse a range of styles…

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Strategy<

What Is Your Blind Spot As An Investor? How Is Your Portfolio Unprepared?

As investors we like to think we have the “perfect portfolio” that suits our needs in terms of a returns meets risk standpoint but…

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Strategy<

5 Reasons Why I’m Not A Bogleheads Investor And Never Will Be

At some point in your investing journey you’ll likely encounter a group that is the literal antithesis of what you stand for as an…

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Strategy<

Is Mid Cap Stock Investing the Most Underrated of All Equity Strategies?

Given that large cap stock investing identifies the most famous and well-known companies (and is prone to investor exuberance) and small-cap investing is where…

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Psychology<

How Playing Fantasy Baseball As A Kid Made Me A Better Investor Today

The lessons I learned playing fantasy baseball as a kid taught me how to be a better investor today. I realized at an early…

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Portfolios<

Picture Perfect Portfolio of ETFs vs Ray Dalio All-Weather and Risk Parity

Could it actually be possible to cobble together an all-weather portfolio, composed of mostly Simplify ETFs, that has the potential to stand shoulder to…

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Psychology<

What Kind Of Investor Are You? I’m A Sponge Investor: A Forever Free-Agent

I’m really curious to know what kind of investor are you? I’ve recently discovered I’m a Sponge Investor – also known as a perpetual/forever…

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Investing Legends<

Adaptive Asset Allocation, Risk Parity and Return Stacking with Adam Butler

When I first sat down and had the idea of creating an investing legends section on this blog, I immediately thought of sending questions…

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  • Portfolios
  • ETFs
  • Strategy
  • Investing Legends
  • How I Invest
  • Strategy Behind The Fund
  • About
  • Picture Perfect Portfolios 2.0
  • My DIY Portfolio: How I Invest
  • Model Portfolios List
  • ETF Reviews
  • Disclaimer & Privacy