The Riskalyze Report: Advisors buy Emerging Markets again

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…

Riskalyze

May 18th-25th

Winners (advisor flows TO these investments increased substantially):  
  1. Real Estate (DFREX, DFITX, MRLBX, DFGEX, RWO, IYR)
  2. Broad US Market (DFVLX, DFEOX, VTI)
  3. Emerging Markets (DFCEX, DEMAX, IEMG)

Losers (advisor flows FROM these investments increased substantially):

  1. Health Care (VGHAX)
  2. Agilent Technologies (A)
  3. Mega Caps (MGK)

 

Emerging markets make the buy list this week in advisor-driven portfolios, as do real estate-related funds which for largely for sale last week. Interesting to see some profit taking in the health care index fund that’s been the belle of the ball YTD among US stock sectors.

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.

Check it out today!

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

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. eatverts.com commented on Sep 23

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  2. pinewswire.net commented on Sep 23

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  3. bitcoin era commented on Sep 30

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  4. Sports Betting Brazil commented on Nov 19

    … [Trackback]

    […] Read More Information here to that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  5. cvv shop online commented on Nov 27

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  6. bmo personal banking commented on Nov 29

    … [Trackback]

    […] Find More Information here on that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  7. carpet cleaning dunstable commented on Nov 30

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  8. 호두코믹스 commented on Dec 09

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]

  9. software testing services company commented on Jan 15

    … [Trackback]

    […] Find More Info here on that Topic: thereformedbroker.com/2015/06/03/the-riskalyze-report-advisors-buy-emerging-markets-again/ […]