The Riskalyze Report: Advisors Gorge On Treasurys

Posted by

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

July 3rd – July 9th

Winners (advisor flows TO these investments increased substantially):
  1. US Gov Bonds (IEF, IEI, SHY)
  2. Real Estate Investment Trusts (SCHH, IYR)
  3. Russell 2000 (IWM)

Losers (advisor flows FROM these investments increased substantially):

  1. Dow (DIA)
  2. S&P 500 Index (RSP)
  3. Emerging Market Debt (PCY)

 

Josh here. Mike McDaniel, CIO of Riskalyze, tells us that the buying of Treasury bond funds was pronounced last week among advisor-managed portfolios on its platform. “Advisor use of US government bonds increased week over week by 15%. The Russell 2000 caught a bid too.

In the loser’s column, some broad-based equity index funds were sold. “Advisor use of each of the losers decreased week over week by 8%.”

This seems rebalancing-related to me, as the 2nd quarter had just ended. Also, many advisors use the first week of the second half to do these regular rebalancings. That was last week.

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

What's been said:

Discussions found on the web
  1. sex commented on Sep 18

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  2. bitcoin blazing trader commented on Sep 27

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  3. bitcoin evolution review commented on Sep 28

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  4. click here commented on Sep 30

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  5. lance 4 seasons travel trailer commented on Oct 29

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  6. cvv shop login commented on Nov 27

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  7. cc store commented on Nov 29

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  8. 다음드 commented on Nov 29

    … [Trackback]

    […] Find More here on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  9. saboti medicali ortopedici commented on Dec 03

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  10. percocet without prescription commented on Dec 10

    … [Trackback]

    […] There you can find 51885 more Information to that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  11. Devops commented on Dec 10

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  12. td canada trust easyweb commented on Dec 20

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  13. gambling commented on Dec 28

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  14. Quality Engineering commented on Jan 19

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

  15. situs judi commented on Jan 21

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2016/07/12/the-riskalyze-report-advisors-gorge-on-treasurys/ […]

HowIInvestMyMoney