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asset-allocation: Archive

John Blank

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

"Bottoms-up" consensus on EPS growth for S&P500 stocks? Outside consensus expects +15.3% in 2025, +10.1% in 2024.

John Blank

Zacks September View on Equity Markets

The Zacks Conglomerates sector in the USA looks like an interesting area to be selectively invested in currently.

John Blank

September Asset Allocation Guidelines

The latest Sept. 4th, 2024 data shows indexes with style upside. Highest returns come with the large cap growth indices.

John Blank

ZRS Chart of the Month

Early autumn ranks showed two Very Attractive sectors: Industrials and Utilities.

John Blank

International: Update on Global Regions

Certain global events can have a material effect on S&P 500 companies and overall index performance.

John Blank

Zacks August View on Equity Markets

Houses Sold has gone sideways for seven years. Meanwhile Houses for Sale have expanded dramatically. Where does this noted imbalance go from here?

John Blank

August Asset Allocation Guidelines

5 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

Info Tech is overpriced, at rich valuations. An excess valuation remains obvious. That is the "AI" froth factor. Factor in the tech mega-caps too.

John Blank

Sell-Side and Buy-Side Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium looks OK using Zacks 2024 S&P500 earnings of $241.53.

John Blank

International: Update on Global Regions

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.

John Blank

Zacks July View on Equity Markets

At Zacks, this large group of stocks gets broken down into six groups. Containers & Glass (23), Industrial Products-Services (24), Machinery-Electrical (25), Machinery (26), Pollution Control (27), and Metal Fabricating (63).

John Blank

ZRS Chart of the Month

There were two Very Attractive sectors: Info Tech and Industrials. There were two Attractive sectors: Consumer Discretionary and Energy.

John Blank

July Asset Allocation Guidelines

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

John Blank

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

A valuation boost from the attraction of a broad equity risk premium looks OK using Zacks 2024 S&P500 earnings of $241.71.

John Blank

International: Update on Global Regions

Certain global events can have a material effect on S&P 500 companies and overall index performance.

John Blank

Zacks June View on Equity Markets

There are lots of positive trending revenue fundamentals to like about the auto industry at this current moment in time.

John Blank

ZRS Chart of the Month

We could not find any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.

John Blank

June Asset Allocation Guidelines

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

John Blank

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

On May 31st, 2024, FactSet "Bottoms-up" view going 12 months out? This outside consensus was for 5,925.80.

Mark Vickery

International: Update on Global Regions

Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).

John Blank

ZRS Chart of the Month

We could not find any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.

John Blank

Zacks May View on Equity Markets

The strength of the global consumer, including the now-traveling Mainland Chinese population, remains an underrated force for global growth.

John Blank

ZRS Chart of the Month

There weren't any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.

John Blank

May Asset Allocation Guidelines

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.

John Blank

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

A valuation boost from the attraction of a broad equity risk premium looks OK using 2024 S&P500 earnings of $243.82.