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asset-allocation: Archive
ZRS Chart of the Month
by John Blank
Investor concern should be rising -- a weak U.S. job market has hit consumer spending.
asset-allocation
October Asset Allocation Guidelines
by John Blank
5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
October 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 non-existent, using Zacks 2025 S&P500 earnings of $267.86.
asset-allocation
International: Update on Global Regions
by John Blank
The blended (combines actual results for companies that have reported and estimated results for companies that have yet to report) earnings growth rate for the S&P 500 for Q4 2024 is 16.9%.
asset-allocation
Zacks October View on Equity Markets
by John Blank
This month? I focus the U.S. market's outlook, on a balance, between bull and bear views.
asset-allocation
September 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 minimal using Zacks 2025 S&P500 earnings of $266.63.
asset-allocation
Zacks September View on Equity Markets
by John Blank
Economic activity in the United States has expanded at a moderately above-trend pace on a four-quarter basis, and the labor market has remained solid.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech remains wildly overpriced, at extreme valuations, +59% over the median. That is the "AI froth factor."
asset-allocation
September Asset Allocation Guidelines
by John Blank
5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
International: Update on Global Regions
by John Blank
Composed of 500 companies that are domiciled in the U.S., the S&P 500 captures approximately 82% of the total U.S. equity market value.
asset-allocation
Zacks July View on Equity Markets
by John Blank
Can we count on the massive mega-cap tech stocks to lead us, higher and higher?
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (and likely Utilities) earnings growth is well-supported by AI data/cloud centers and strong tech mega-cap earnings.
asset-allocation
July Asset Allocation Guidelines
by John Blank
5 different frameworks specify portfolio risk tolerance: from risky "Max Growth" to conservative "Income." Choose one that fits you.
asset-allocation
July Sell-Side and Buy-Side Consensus at a Glance
by John Blank
What's FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 6,678.
asset-allocation
International: Update on Global Regions
by John Blank
"It is interesting to note that for Q1 2025, S&P 500 companies with more international revenue exposure are projected to report lower earnings growth."
asset-allocation
Zacks June View on Equity Markets
by John Blank
At Zacks, with my stock strategy team, we like to take a portfolio approach to sectors. This allows us to identity the top stock picks within that sector, seen over the returns data available over the last 8 years.
asset-allocation
ZRS Chart of the Month
by John Blank
Sector Forward 12-Month Price to Earnings (P/E) valuations over 10 years.
asset-allocation
June Asset Allocation Guidelines
by John Blank
Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
June 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.
asset-allocation
International: Update on Global Regions
by John Blank
Here are the Top 10 world ETFs on Zacks.com, as of June 2nd, 2025.
asset-allocation
Zacks May View on Equity Markets
by John Blank
Recent trade policy announcements have raised economic uncertainty, pushed up market volatility, and tightened financial conditions.
asset-allocation
International: Update on Global Regions
by John Blank
"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%."
asset-allocation
May Sell-Side and Buy-Side Consensus at a Glance
by John Blank
FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 6,578. That latest consensus was (+19.9%) above a closing price 5,485
asset-allocation
May Asset Allocation Guidelines
by John Blank
Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
ZRS Chart of the Month
by John Blank
Data showed investors across the board upgrades. Zacks Industry Ranks supplied one Very Attractive Sector: Financials.
asset-allocation