The Riskalyze Report: Advisors Joined the Trump Trade

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…


November 13th – November 19th

Winners (advisor flows TO these investments increased substantially):
  1. US Value (DIA, IJJ, IVE)
  2. Healthcare (XLV)
  3. Energy (XLE)

Losers (advisor flows FROM these investments increased substantially):

  1. Global Real Estate (RWO)
  2. Intermediate US Treasury (IEF)
  3. Emerging Market Debt (EMB)

Josh here – Financial advisors managing portfolios using the Riskalyze platform took advantage of the shift in sentiment during the aftermath of the election. They bought the drug stocks that were thought to have been in Hillary Clinton’s crosshairs as well as the energy stocks and value names that have become the market’s new leadership group.

According to Mike McDaniel, Riskalyze’s CIO, “Advisor use of each of the losers decreased by over 10% week over week. Advisor focus on US value increased by over 10% week over week.”

On the sales side, advisors dumped the 10-year (with yields ripping higher at the fastest pace in over a decade) and got out of strong dollar-impaired emerging markets and int’l REITs.

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

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here:

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Be Rich Now! commented on Sep 21

    … [Trackback]

    […] Find More Info here to that Topic: […]

  2. austin window cleaning commented on Oct 02

    … [Trackback]

    […] Read More on that Topic: […]

  3. DevOps as a Service commented on Nov 02

    … [Trackback]

    […] Here you can find 15976 additional Information on that Topic: […]

  4. Quality equation commented on Nov 24

    … [Trackback]

    […] Find More on that Topic: […]

  5. 토토검증 commented on Dec 22

    … [Trackback]

    […] Information to that Topic: […]

  6. tangerine business account commented on Jan 10

    … [Trackback]

    […] There you can find 79807 more Information on that Topic: […]

  7. Hampton Bay 36945 manuals commented on Jan 20

    … [Trackback]

    […] Read More to that Topic: […]

  8. fake watches commented on Jan 22

    … [Trackback]

    […] Find More on on that Topic: […]

  9. bandar togel terpercaya commented on Jan 23

    … [Trackback]

    […] Find More Information here on that Topic: […]