The Riskalyze Report: The Reflation Bet is Still On

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…


March 12th – March 18th

Winners (advisor flows TO these investments increased substantially):
  1. Financials (XLF)
  2. Floating Rate, (FLOT, FTSL, SAMBX)
  3. Materials (XLB)

Losers (advisor flows FROM these investments increased substantially):

  1. 1-3 Year Credit Bond (CSJ)
  2. Russell 2000 Value (IWN)
  3. IBM (IBM)


Josh here – financial advisors continued to make the reflation bet with the client portfolios they manage last week. According to Riskalyze CIO, Mike McDaniel, “Advisors continue to add flows to Financials, Floating Rate, and Materials week over week. Advisor use of the winners increased over 5% week over week.” Floating rate vehicles and bank equities continue to pop up in the winners list week after week – and these are an obvious wager that the pace of economic activity and the level of interest rates are going to expand. The materials addition here ties in with the same story.

Over in the selling column, we see quasi-cash substitute CSJ being axed. I had to look this one up – it’s a 1-3 year duration portfolio of international corporate bonds yielding less than 1.5% that somehow has over $11 billion under management. It appears to have underperformed its benchmark substantially over 3, 5 and 10 years. Good riddance?

*(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. commented on Oct 06

    … [Trackback]

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

  2. 사설토토 commented on Oct 17

    … [Trackback]

    […] Read More on that Topic: […]

  3. kalpa pharma steroids for sale commented on Oct 21

    … [Trackback]

    […] There you can find 55366 more Info to that Topic: […]

  4. tangerine log in commented on Nov 26

    … [Trackback]

    […] Read More on that Topic: […]

  5. full size sexy shemale doll commented on Dec 31

    … [Trackback]

    […] Read More on to that Topic: […]