The Riskalyze Report: Advisors Add to Gold, Sell Short-Term Bonds

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

May 1st – 7th

Winners (advisor flows TO these investments increased substantially):
  1. Gold (IAU and GLD)
  2. S&P Core Dividend (HDV)
  3. Emerging Market Sov Debt (PCY)

Losers (advisor flows FROM these investments increased substantially):

  1. Intermediate 7-10 Year US Treasury (IEF)
  2. Alphabet / Google (GOOGL)
  3. Short Duration Corporate Bond (VCSH)

Gold was up 5% in April and is up over 20% this year. It should be no surprise to see advisors once again incorporating it into their asset allocation models. According to Mike McDaniel, CIO of Riskalyze, “advisor use of gold rose over 7% week over week.” Dividend stocks continued to be in favor, which, given the end-investors of FA accounts, will probably continue perennially.

Elsewhere among managed accounts throughout the industry, short-term bonds were sold as advisor use of IEF dropped by 7% and short-duration corporates also hit the top three “losers” column.

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

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