The Riskalyze Report: Advisors Shorten Up Duration

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…


July 26th -August 1st

Winners (advisor flows TO these investments increased substantially):
  1. Japan (EWJ)
  2. Short Duration Bond (SCHO, SCPB, ITE)
  3. First Trust Dorsey Focus 5 (FV)

Losers (advisor flows FROM these investments increased substantially):

  1. Small Caps (VBR)
  2. China/India (FNI, FHK)
  3. Proctor and Gamble (PG)

Josh here – Short-duration bond ETFs are what you add when the drumbeat of “rising rate” calls gets to a piercing volume and you just can’t take it anymore. Other than acting as a portfolio stabilizer or a placeholder for future positions, they basically add nothing to a portfolio at today’s yields other than a shelter from longer-duration bond funds or the boredom of money market instruments.

On a related note, Fidelity Investments conducted a survey this week asking financial advisors what their biggest worry was at the moment. At number one, it was “rising rates” – 26% of FAs surveyed listed it at the top of all concerns. Presumably, the number two fear was that they would open that closet in their office and be killed beneath an avalanche of mutual fund coffee mugs, tote bags, stress toys and golf umbrellas.


Check it out today!

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

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