category archives: Portfolio Strategist

Search for Safety, Safe assets: nowhere to hide?

  • Written by David
  • February 25, 2011 at 10:40 am
  • 1

While browsing the Financial Times (FT) today, I came across this article, Safe assets: nowhere to hide (Click above title to access article) I instantly thought, this headline is not true, there are investment strategies to protect investors during sharp market declines.  David Gratke Wealth Advisors has been using such strategies for nearly ten years [...]

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Dow 9800, What is one to do now?

  • Written by David
  • September 28, 2009 at 2:43 pm
  • 0

This posting is a more detailed look at my August 20, 2009 posting Commentary | Where do the markets go from here? I’ve recently begun crafting a short list of topics that have me concerned when viewed against the backdrop of current stock market valuations.  This list will be a work in progress. I could [...]

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Podcast | Welcome to David Gratke Wealth Advisors, LLC

  • Written by David
  • August 20, 2009 at 9:42 am
  • 0

Welcome to David Gratke Investment Advisor, LLC Podcasts. This inaugural podcast is the first in a series covering topics that you may find useful in planning your ‘perfect day’. Podcast one is an “Introduction to David Gratke Wealth Advisors, LLC.” In this podcast, learn about David Gratke’s professional background, his philosophy for investing and the [...]

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Investment Opportunities in a Down Market

  • Written by David
  • June 10, 2009 at 9:43 am
  • 2

What to do? What to own? Where to invest? How well are you managing risk these days? Over the years, I have analyzed many a client’s 401k statements. A typical 401k plan allows for many investment options in the name of diversification. Oddly, almost all of these options will lead to a similar result when [...]

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Dave, how do you construct investment portfolios?

  • Written by David
  • July 11, 2008 at 10:14 am
  • 2

This is always a great question to ask, but perhaps more poignant in current market conditions. Many years ago I chose to adopt a specific model that would maximize the possibility and probability for long-term investment success of my clients when constructing their portfolios. Remember that pesky DALBAR Study: 20 year average annual returns from [...]

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