The Riskalyze Report: Advisors Get Back to Basics

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 27th – January 2nd

Winners (advisor flows TO these investments increased substantially):
  1. Real Estate (VNQ)
  2. Total US Stock Market (VTI)
  3. Total US Bond Market (BND)

Losers (advisor flows FROM these investments increased substantially):

  1. Short Duration Bond (LALDX)
  2. Emerging Markets (VWO)
  3. Foreign Bond (PFODX,TGBAX)

Josh here – how did advisors finish out the New Years week? Buying REITs, broad stock market ETFs and the total bond market too, while selling short duration. The next rate hike, given recent economic data, is probably a second-half 2018 story.

Here’s Riskalyze CIO Mike McDaniel on the holiday-shortened week that was: “Short week (New Years). Nominal increases for the winners. LALDX usage dropped approx. 5% week over week.  Noteworthy that 2 foreign bond funds were on the loser list, albeit a short week with limited changes/volume from the prior week(s). ”



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

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