The Riskalyze Report: A Year-End Rotation

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…


December 20th – December 26th

Winners (advisor flows TO these investments increased substantially):
  1. Total US Stock Market (VTI)

Losers (advisor flows FROM these investments increased substantially):

  1. Templeton Global Bond (TGBAX)

Josh here – LOL, here’s your great rotation.

With their final trades ahead of the Christmas-to-New Years dead zone, advisors flipped out of a bond fund and bought the total US stock market. It was a slow week in general, according to Mike McDaniel at Riskalyze and “these were the only two week over week changes worth noting.”


*(to state the obvious, Riskalyze does not share client sensitive data with me or use animals in testing).

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