The Riskalyze Report: Advisors Go Intermediate-Term

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

August 14th – 20th

Winners (advisor flows TO these investments increased substantially):
  1. Intermediate Term Bonds (BIV, BSV)
  2. High Yield Bond (JNK, HYG)
  3. US Small Caps (VB)

Losers (advisor flows FROM these investments increased substantially):

  1. Healthcare (XLV)
  2. Long Term US Treasury (TLT)
  3. Short Term US Bonds (IEI)

 

Josh here – a quiet week for advisor-driven allocations. According to Riskalyze CIO Mike McDaniel, “Advisors increased their use of the winners week over week by only 3%. The Losers list didn’t exceed a 4% reduction in advisor use week over week.”

One thing worth pointing out is the duration bet narrowing toward the middle. “Interesting to see Gov bonds on both the lists with Long and Short giving way to intermediate.”

With the betting odds on a possible September rate hike low and the December outlook just slightly higher, maybe the middle of the road is the most comfortable place to be.

*(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. w88 commented on Sep 20

    … [Trackback]

    […] There you can find 17716 additional Information to that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  2. immediate edge reviews commented on Sep 22

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  3. pinewswire.net commented on Sep 22

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  4. blazing trader reviews commented on Sep 28

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  5. bitcoin era online commented on Sep 30

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  6. 토토 commented on Oct 18

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  7. Harold Jahn commented on Nov 04

    … [Trackback]

    […] Here you can find 74684 more Information to that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  8. Digital Transformation Technologies commented on Nov 18

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  9. Automated regression testing solutions commented on Nov 28

    … [Trackback]

    […] Here you will find 56402 more Information to that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  10. online td bank commented on Dec 15

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  11. rbc bank commented on Dec 20

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  12. 메이저토토사이트 commented on Dec 28

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

  13. DevOps Services commented on Jan 15

    … [Trackback]

    […] There you can find 34447 more Info to that Topic: thereformedbroker.com/2016/08/22/the-riskalyze-report-advisors-go-intermediate-term/ […]

HowIInvestMyMoney