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).

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