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asset-allocation: Archive
ZRS Chart of the Month
by John Blank
We could not find any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.
asset-allocation
Zacks May View on Equity Markets
by John Blank
The strength of the global consumer, including the now-traveling Mainland Chinese population, remains an underrated force for global growth.
asset-allocation
ZRS Chart of the Month
by John Blank
There weren't any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.
asset-allocation
May Asset Allocation Guidelines
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
asset-allocation
May Sell-Side and Buy-Side - Consensus at a Glance
by John Blank
A valuation boost from the attraction of a broad equity risk premium looks OK using 2024 S&P500 earnings of $243.82.
asset-allocation
International: Update on Global Regions
by John Blank
Certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
Zacks April View on Equity Markets
by John Blank
Is the U.S. consumer doing fine in 2024? Let's consult two sets of Zacks Price, Consensus, and EPS Surprise charts.
asset-allocation
ZRS Chart of the Month
by John Blank
Sector Forward 12-Month Price to Earnings (P/E) valuations over 10 years. This 10-year data set runs to March 29th, 2024.
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April Asset Allocation Guidelines
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
asset-allocation
April Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
The Equity Risk Premium (ERP) is an excess return the overall stock market provides above a risk-free fixed income rate. This excess return compensates investors for taking on the relatively higher risk of equities.
asset-allocation
International: Update on Global Regions
by John Blank
Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
March Asset Allocation Guidelines
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
asset-allocation
Zacks March View on Equity Markets
by John Blank
Over the last 5 years from 2019 to 2024, a stock mutual fund asset allocation with 0% put into VGTSX (Vanguard Total International Stock Index Fund) did best (+106%).
asset-allocation
Zacks Rank S&P500 Sector Picks
by John Blank
These are the four Very Attractive sectors now: Industrials, Info Tech, Consumer Discretionary and Financials.
asset-allocation
March Equity Style Box Returns
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
asset-allocation
March Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
On March 1st, 2024, FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 5,589.20.
asset-allocation
International: Update on Global Regions
by John Blank
Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries, so certain global events can have a material effect on the S&P 500.
asset-allocation
ZRS Chart of the Month
by John Blank
The latest Zacks Industry Ranks showed four Very Attractive, mostly cyclical sectors.
asset-allocation
Zacks February View on Equity Markets
by John Blank
With 2024 now underway, let's review your choices for annualized returns in the three charts produced by Zacks Research System.
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February Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
There is bearish news for stock investors in a high bond rate environment.
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February Asset Allocation Guidelines
by John Blank
The distance between Small Cap Growth and Value model EPS returns is +3.36%.
asset-allocation
International: Update on Global Regions
by John Blank
Macroeconomic shifts have stirred global markets this year, and the U.S. is no exception.
asset-allocation
Financial Freedom at 73: Finding the Sweet Spot for Stocks in Your Retirement Portfolio
by Zacks Equity Research
Unlock how the 120-age rule can guide your stock allocation for financial growth and security in your retirement years.
asset-allocation personal-finance retirement risk
ZRS Chart of the Month & More
by John Blank
The latest DEC Zacks Industry Ranks were led by decidedly defensive sectors, but we might take these stale Zacks Industry rankings with a grain of salt.
asset-allocation
Zacks January View on Equity Markets
by John Blank
The U.S. consumer remains quite robust. Start your stock investing and trading New Year by studying up on a complete list of Consumer Discretionary ETFs.
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