The Riskalyze Report: US Bonds for sale again

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 $44 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…

Riskalyze

February 9th – 15th 2015

Winners (advisor flows TO these investments increased substantially):  

  • Real Estate (VNQ, IYR)
  • Apple (AAPL)
  • Templeton Global Bond (TPINX)

Losers (advisor flows FROM these investments increased substantially):

  • Pfizer (PFE)
  • Fixed Income / Bonds (AGG, DFAPX, LDLFX)
  • Bristol-Myers Squibb Company (BMY)

 

Looks like advisors hit the bid on a few popular bond funds last week, possibly on the heels of Friday’s blowout jobs report. On the sell list, Riskalyze saw an intermediate term bond fund from DFA, the iShares proxy for the Barclays Aggregate Bond index and a short-term fund from Lord Abbett that carries paper with an average duration of under two years.

But they were out there buying Templeton’s Global Bond fund, which is heavy on EM nations from Eastern Europe to Asia to LatAM. REIT ETFs caught a bid as well. Looks like a step out onto the risk curve on the fixed income side of some portfolios, perhaps.

We also see some Big Pharma sells in Merck and Pfizer, which are trading at 8- and 11-year highs respectively.

A word about Riskalyze:

In my practice, we use Riskalyze software tools to help assess clients’ true risk tolerance and to test portfolio configurations that match up accordingly. It’s changed our practice for the better, as I explain here.

Check it out today!

*(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: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Harold Jahn commented on Nov 27

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  2. best cbd reddit commented on Nov 27

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  3. 안전공원 commented on Dec 12

    … [Trackback]

    […] Read More on on that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  4. wigs commented on Dec 17

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  5. replica rolex commented on Dec 17

    … [Trackback]

    […] Read More Info here on that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  6. mơ bắt cá trê commented on Jan 05

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  7. Digital Business Transformation commented on Jan 16

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  8. replica watches commented on Jan 17

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  9. human hair wigs commented on Jan 22

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

  10. daftar togel online commented on Jan 24

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2015/02/09/the-riskalyze-report-us-bonds-for-sale-again/ […]

HowIInvestMyMoney