The Riskalyze Report: Advisors get back to good old fashioned stock picking.

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…


August 30th – September 5th

Winners (advisor flows TO these investments increased substantially):
  1. Short Duration Fixed Income (VCSH, CSJ, BSV)
  2. Individual Stocks (SBUX, GE, DIS, PG, XOM, FB)
  3. Mortgage Bond (MBB)

Losers (advisor flows FROM these investments increased substantially):

  1. First Trust Dorsey Wright Focus 5 ETF (FV)
  2. Equities (SPY, RSP, VEU)
  3. Gold (GLD)

Josh here – now this is an interesting report. For the week ended 9/5, advisors took advantage of the August tremors with some good ol’ fashioned blue chip stock pickin’. 6 of the top 14 week-over-week winners were individual stocks. It is rare to see more than 1 individual stock make the top winners list in any given week.

In addition, short-duration bond remained the fixed income winner du jour as rising rate fears collided with international sovereign credit worries.

Of additional interest, we see the Dorsey-Wright Focus 5 ETF atop the Sold Out list for the first time. As Riskalyze CIO Mike McDaniels tells it, FV has been a constant name on the winner list all year until now. For the unititated, FV equal-weights the five FirstTrust AlphaDex sector ETFs with the most momentum (leading to a wildly outsized bet on biotech, tech and consumer discretionary names). It’s a great strategy in a bull market but a little bit tougher when hedge funds are purging these names like a sorority pledge after her first rush party.

Oh, and GLD is still for sale in size, as it basically reacts poorly to just about any news that comes out of China, the US Fed or Apple.

*(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.

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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.

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