My friends at Riskalyze share the stocks and funds that advisors all over the country have used in their clients’ accounts each week. This data has been aggregated from across the client accounts of the thousands of advisors who use the software. Most of it comes directly through the third-party custodians where advisors’ assets are held. I hope we can uncover interesting trends for you each week…
Week of December 14th – December 20th 2014:
Winners = top investments purchased by advisors for client portfolios that week
Losers = investments that advisors sold out of in client portfolios that week
Winners (advisor flows TO these investments increased):
- Energy (COP, XOM, XLE)
- First Eagle Global (SGENX)
- Small Caps (VB)
Losers (advisor flows FROM these investments increased):
- Floating Rate
- Permanent Portfolio (PRPFX)
- Pimco Income Fund (PONPX, PONAX)
Josh here – welp, financial advisors (the ones who are still working this time of year, at least) stepped up to the plate and bought the energy dip last week. Oil and gas-related equities put in a buyable bottom last Tuesday morning. They traveled higher in a straight line from that day forward, especially after the Fed’s presser.
Small caps also make the buy list last week as the Russell 2000 edges back toward its year highs of 1200 – a level its now had trouble with thrice since 2014 began.
A word about Riskalyze:
In my practice, we use Riskalyze software tools to help assess clients’ true risk tolerance and to test portfolio configurations that match up accordingly. It’s changed our practice for the better, as I explain here.