The Riskalyze Report: Advisors Lengthen Treasury Hedges

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 $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…

Riskalyze

February 21st- February 27th

Winners (advisor flows TO these investments increased substantially):
  1. Long Term US Gov Bond (TLT)
  2. Intermediate US Gov Bond (IEF)
  3. Vanguard Dividend (VIG, VDIGX)

Losers (advisor flows FROM these investments increased substantially):

  1. Floating Rate/Senior Loan (OOSAX)
  2. Short Term US Gov Bond 3-7 year (IEI)
  3. Consumer Discretionary (XLY)
  4. Templeton Global Bond (TGBAX, TPINX)

Josh here – so this is interesting: Advisors are still adding to long-term treasury bonds, in the form of the TLT long-bond ETF, more than to any other asset classes for at least the third straight week. They’re also adding to the lesser duration IEF, which owns 7- to 10-year treasury bonds. That being said, they’re shedding some of their more cash-like treasury exposure in selling the IEI ETF, which is short- to intermediate-term bonds.

According to Riskalyze CIO Mike McDaniel, “Advisors use of TLT increased 20% week over week. Advisor use of IEF increased almost 15% week over week.  Advisor use of IEI decreased approximately 8% week over week.”

This is indicative to me of an advisor group that’s less worried about short-term risks but still every bit as desirous to hedge against the intermediate- to longer-term. So cash equivalents come off in favor of boosted stock exposure (of the dividend variety) but longer bonds are added to just in case. It perfectly matches with the market environment we’re in – stocks bouncing from the year’s lows, but nobody believing we’re quite out of the woods yet.

 

What's been said:

Discussions found on the web
  1. Making Money Online commented on Sep 22

    … [Trackback]

    […] Find More Information here to that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  2. Dumps With Pin Shop commented on Sep 27

    … [Trackback]

    […] There you will find 927 additional Information to that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  3. bitcoin loophole reviews 2020 commented on Sep 29

    … [Trackback]

    […] Here you will find 20739 additional Information to that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  4. is bitcoin evolution safe commented on Sep 30

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  5. Gun optics for sale commented on Oct 14

    … [Trackback]

    […] Read More Info here on that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  6. porn movie commented on Oct 18

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  7. tangerine savings account sign-in commented on Nov 26

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  8. Digital transformation companies in USA commented on Nov 27

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  9. regression testing commented on Dec 18

    … [Trackback]

    […] There you can find 69196 additional Information to that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  10. scotia bank online commented on Dec 20

    … [Trackback]

    […] Find More Info here on that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  11. rbc bank sign in commented on Dec 24

    … [Trackback]

    […] Here you can find 90099 more Info to that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  12. ثبت برند commented on Dec 25

    … [Trackback]

    […] Find More Info here on that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

  13. cbd for anxiety commented on Jan 02

    … [Trackback]

    […] Find More here on that Topic: thereformedbroker.com/2016/02/29/the-riskalyze-report-advisors-lengthen-treasury-hedges/ […]

Read this next.