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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.

El manual de estrategia de la Buffett Partnership: Asignación de capital y rendimiento absoluto
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El manual de estrategia de la Buffett Partnership: Asignación de capital y rendimiento absoluto

Antes pensaba que copiar al Warren Buffett de los inicios era simplemente cuestión de escarbar en los balances de empresas de baja capitalización y…

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The Buffett Partnership Playbook: Workouts, Generals, Controls, and Early Edge
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The Buffett Partnership Playbook: Workouts, Generals, Controls, and Early Edge

I used to think copying early Warren Buffett was a simple matter of digging through small-cap balance sheets and waiting for the market to…

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Explicación de la estructura de la sociedad de Buffett: Incentivos, comisiones y alineamiento
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Explicación de la estructura de la sociedad de Buffett: Incentivos, comisiones y alineamiento

Pasé años tratando de hacer ingeniería inversa a las acciones que elegía Warren Buffett en sus inicios, antes de darme cuenta de que su…

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The Buffett Partnership Structure Explained: Incentives, Fees, and Alignment
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The Buffett Partnership Structure Explained: Incentives, Fees, and Alignment

I spent years trying to reverse-engineer Warren Buffett’s early stock picks before I realized his first real masterpiece wasn’t a stock at all—it was…

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Dentro de la Buffett Partnership: La era olvidada que hizo rico a Warren Buffett
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Dentro de la Buffett Partnership: La era olvidada que hizo rico a Warren Buffett

Me pasé un fin de semana entero analizando las cartas originales y sin editar de la Buffett Partnership de los años 1957 a 1969,…

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Inside the Buffett Partnership: The Forgotten Era That Made Warren Buffett Rich
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Inside the Buffett Partnership: The Forgotten Era That Made Warren Buffett Rich

I spent a weekend analyzing the original, unedited 1957–1969 Buffett Partnership letters, and the takeaway is clear: the internet has spent the last forty…

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Los años de la sociedad de Warren Buffett: Cómo construyó su fortuna antes de Berkshire Hathaway
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Los años de la sociedad de Warren Buffett: Cómo construyó su fortuna antes de Berkshire Hathaway

Antes solía pensar que copiar a Warren Buffett era simplemente comprar una excelente empresa, sentarme sobre mis manos durante treinta años y dejar que…

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Warren Buffett’s Partnership Years: How He Built His Fortune Before Berkshire Hathaway
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Warren Buffett’s Partnership Years: How He Built His Fortune Before Berkshire Hathaway

I used to think copying Warren Buffett meant buying an excellent business, sitting on my hands for thirty years, and letting compounding do the…

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Diferencias entre Buffett y Munger: Dónde coincidían y dónde se separaban en silencio
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Diferencias entre Buffett y Munger: Dónde coincidían y dónde se separaban en silencio

La posta es que me fascina lo fácil que nos comemos el mito de las “Mentes Gemelas”. Si pasás un rato en los foros…

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Where Buffett and Munger Agreed, and Where They Quietly Diverged
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Where Buffett and Munger Agreed, and Where They Quietly Diverged

I’m genuinely fascinated by how easily we fall for the “Twin Brains” myth. Spend any time on investment forums or reading financial commentary, and…

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Qué le aportó Charlie Munger a Berkshire que Ben Graham nunca pudo
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Qué le aportó Charlie Munger a Berkshire que Ben Graham nunca pudo

Durante años pensé que el mayor aporte de Charlie Munger a Berkshire Hathaway había sido convencer a Warren Buffett de que dejara de comprar…

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What Charlie Munger Added to Berkshire That Ben Graham Never Could
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What Charlie Munger Added to Berkshire That Ben Graham Never Could

I used to think Munger simply replaced Graham. For decades, the standard narrative of modern value investing has been told as a clean, linear…

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Por qué Charlie Munger fue el sistema operativo oculto de Berkshire Hathaway
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Por qué Charlie Munger fue el sistema operativo oculto de Berkshire Hathaway

Para serte sincero, yo antes pensaba que Charlie Munger era simplemente el filósofo de Berkshire Hathaway: el hombre que se sentaba en un escenario…

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Why Charlie Munger Was Berkshire Hathaway’s Hidden Operating System
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Why Charlie Munger Was Berkshire Hathaway’s Hidden Operating System

I used to think Charlie Munger was simply Berkshire Hathaway’s chief philosopher—the man who sat on a stage in Omaha, tossed out witty aphorisms…

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Charlie Munger: Por qué conviene comprar negocios maravillosos antes que colillas de cigarrillo baratas
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Charlie Munger: Por qué conviene comprar negocios maravillosos antes que colillas de cigarrillo baratas

Antes pensaba que la evolución de Charlie Munger se reducía a algo muy simple: comprar mejores empresas. Es el verso típico que repiten como…

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Charlie Munger on Buying Wonderful Businesses Instead of Cheap Cigar Butts
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Charlie Munger on Buying Wonderful Businesses Instead of Cheap Cigar Butts

I used to think the Charlie Munger upgrade was simply: buy better companies. It’s the standard line parroted across every corner of the financial…

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La filosofía de Charlie Munger vs los mercados modernos: Qué funciona todavía y qué envejeció mal
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La filosofía de Charlie Munger vs los mercados modernos: Qué funciona todavía y qué envejeció mal

La palabra “atemporal” es un término perezoso en las finanzas. Se le estampa a la filosofía de cada leyenda de la inversión como si…

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Charlie Munger’s Philosophy vs Modern Markets: What Still Works and What Ages Poorly
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Charlie Munger’s Philosophy vs Modern Markets: What Still Works and What Ages Poorly

The word “timeless” is a lazy word in finance. It gets slapped onto every investing legend’s philosophy as if their strategies exist in a…

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Los mayores errores de inversión de Charlie Munger y lo que revelan sus puntos ciegos
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Los mayores errores de inversión de Charlie Munger y lo que revelan sus puntos ciegos

Analizar las victorias más grandes de una leyenda de la inversión es el camino más rápido para caer en una trampa clásica: el sesgo…

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Charlie Munger’s Biggest Investing Mistakes and What They Reveal About His Blind Spots
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Charlie Munger’s Biggest Investing Mistakes and What They Reveal About His Blind Spots

Studying an investing legend’s greatest victories is an easy way to fall into a classic trap: attribution bias. When a strategy delivers decades of…

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