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asset-allocation: Archive
International Update on Global Regions
by John Blank
For companies that generate more than 50% of sales outside the U.S., the blended earnings growth rate is 20.8%.
asset-allocation
July Sell-Side and Buy-Side Consensus at a Glance
by John Blank
A valuation boost from the attraction of a broad equity risk premium does NOT appear, using Zacks 2026 S&P500 earnings of $318.48.
asset-allocation
July 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
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.
asset-allocation
Zacks July View on Equity Markets
by John Blank
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.
asset-allocation
Zacks June View on Equity Markets
by John Blank
The significant expansion of ROIC for both Computer-Office Equipment and Electronics from 2020 to today is a classic case of structural tech tailwinds.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (7.91) and Industrials (6.39) are very overpriced, based on current valuations. They are +39% and +35% over their medians, respectively.
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
A valuation boost from the attraction of a broad equity risk premium does NOT appear, using Zacks 2026 S&P500 earnings of $318.48.
asset-allocation
International: Update on Global Regions
by John Blank
For companies that generate more than 50% of sales outside the U.S., the blended earnings growth rate is 20.8%.
asset-allocation