The Riskalyze Report: Advisors Joined the Trump Trade

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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

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). 

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