tags archives: managed-futures

  multi Strat copy
 

An ‘Alternative’ to Traditional Stocks and Bond Investing

  • Written by David
  • December 3, 2013 at 6:54 pm
  • 0

Welcome to our primer on alternative investments. As traditional assets, stocks and bonds, become more overvalued one needs to explore ‘alternative’ investment solutions. At Gratke Wealth, we have been using alternative investments for over the past decade and longer. Why use Alternatives in a portfolio? Historical net result, higher returns, lower risk-portfolio fluctuation/standard deviation. The [...]

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  Happy New Year 2013
 

Forecast 2013: Unsustainability and Transition

  • Written by David
  • January 15, 2013 at 7:23 pm
  • 0

Greetings to all in the New Year. As a regular reader of John Mauldin, author of  Endgame, The End of the Debt Supercycle and How It Changes Everything, I find his ‘Forecast 2013′ paper a ‘must read’. This paper is as close to a 2013 ‘prediction’ that I could offer, and much much more! Topics covered [...]

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Is it time to take the air bag out of the steering wheel? Managed Futures, an update.

  • Written by David
  • November 1, 2012 at 12:25 am
  • 0

When an asset class under performs, it is always tempting to sell that asset class and remove it from one’s portfolio. Enter Managed Futures. Managed Futures have significantly underperformed broad markets over the past few years with the exception of stock market declines in Q3 2011 and May 2012. As a sage money manager once [...]

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  bulls and bears
 

What is an ‘Alternative’ Investment?

  • Written by David
  • October 25, 2011 at 10:47 pm
  • 0

This short 5:44 video discusses what an alternative investment is, and how they can be used to increase returns and reduce risk during certain market environments. ‘What’s the Alternative?’ by Altegris Investments. Click here to launch video. Source: Altegris Investments.

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  USStocksPeakDailyHistoricalReturnsQ32011
 

Managed Futures in Action, An update

  • Written by David
  • October 14, 2011 at 3:54 pm
  • 0

Managed Futures; An update May 31, 2012 Last October I discussed how managed futures performed so well during the third-quarter in 2011. That original text is below. Here is an update on the same asset class during May 2012. Summation, strong out-performance during May for ‘managed futures.’ Granted, managed futures have had sideways performance earlier [...]

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  MFLostDecade 17-19-06resized
 

Managed Futures in the Portfolio; Why and Why Now?

  • Written by David
  • June 8, 2011 at 2:56 pm
  • 1

For some time I have been monitoring/researching additional ways to increase client return, while not subjecting their portfolios to undo downside market risk; and the world seems to just get more risky hour by hour. Non-the-less, years ago I was attracted to a certain financial Strategist firm for their prescient ability to include inverse assets [...]

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