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asset-allocation: Archive

John Blank

International Update on Global Regions

For companies that generate more than 50% of sales inside the U.S., the blended earnings growth rate is 14.4%. For companies that generate more than 50% of sales outside the U.S., the blended earnings growth rate is 20.8%.

John Blank

August Asset Allocation Guidelines

Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

August Sell-Side and Buy-Side Consensus at a Glance

Outside consensus, going out 12 months, was for 9,060. That latest consensus was (+21.8%) above a closing price of 7,437.

John Blank

ZRS Chart of the Month

A table studies S&P500 sector forward 12-month P/E ratios, as of August 3rd, 2026. A total of nine S&P500 sectors. This list excludes Energy and Real Estate.

John Blank

Zacks August View on Equity Markets

S&P 500 Q2 total earnings are projected to expand by +40.8% YoY. Excluding the Tech sector? Broader index earnings growth cools to +15.9% YoY.

John Blank

International Update on Global Regions

For companies that generate more than 50% of sales outside the U.S., the blended earnings growth rate is 20.8%.

John Blank

July Sell-Side and Buy-Side Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium does NOT appear, using Zacks 2026 S&P500 earnings of $318.48.

John Blank

July Asset Allocation Guidelines

Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

ZRS Chart of the Month

Industrials (6.89) and Info Tech (3.56 with inflated EPS) are very overpriced, based on current valuations. They are +37% and +18% over their medians, respectively.

John Blank

Zacks July View on Equity Markets

In terms of U.S. macroeconomic weight, the current AI infrastructure build-out has actually surpassed the peak of the late-1990s internet boom as a share of the total U.S. economy.