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 $44 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…
February 2nd – 8th 2015
Winners (advisor flows TO these investments increased substantially):
- Aggregate Bond Index (AGG, BND)
- Chevron (CVX)
- Apple (AAPL)
Losers (advisor flows FROM these investments increased substantially):
- TIPS (TIP)
- Nothing notable
- Nothing Notable
Josh here – What do you do, as a portfolio manager, when inflation expectations plunge through the floor? You buy bonds. You may also lighten up on TPIS (Treasury Inflation Protected Securities). And in fact, my colleagues spent last week doing both of those things as you can see from the above Riskalyze data aggregated from thousands of FAs.
Also interesting, Chevron, a top buy from the prior week, is still in the winners list. So is Apple, which put up one of the most astounding earnings quarters in the history of American business.
You’ll notice no other sales hitting the losers list this week – no, I didn’t get lazy. There was really nothing notable or consistent enough in the data to make the cut, according to Riskalyze CIO Mike McDaniel.
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.
*(to state the obvious, Riskalyze does not share client sensitive data with me or use animals in testing).
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