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asset-allocation: Archive
September Sell-Side and Buy-Side Consensus at a Glance
by John Blank
"Bottoms-up" consensus on EPS growth for S&P500 stocks? Outside consensus expects +15.3% in 2025, +10.1% in 2024.
asset-allocation
Zacks September View on Equity Markets
by John Blank
The Zacks Conglomerates sector in the USA looks like an interesting area to be selectively invested in currently.
asset-allocation
September Asset Allocation Guidelines
by John Blank
The latest Sept. 4th, 2024 data shows indexes with style upside. Highest returns come with the large cap growth indices.
asset-allocation
ZRS Chart of the Month
by John Blank
Early autumn ranks showed two Very Attractive sectors: Industrials and Utilities.
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 August View on Equity Markets
by John Blank
Houses Sold has gone sideways for seven years. Meanwhile Houses for Sale have expanded dramatically. Where does this noted imbalance go from here?
asset-allocation
August 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
ZRS Chart of the Month
by John Blank
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.
asset-allocation
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 Zacks 2024 S&P500 earnings of $241.53.
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
Zacks July View on Equity Markets
by John Blank
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).
asset-allocation
ZRS Chart of the Month
by John Blank
There were two Very Attractive sectors: Info Tech and Industrials. There were two Attractive sectors: Consumer Discretionary and Energy.
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
A valuation boost from the attraction of a broad equity risk premium looks OK using Zacks 2024 S&P500 earnings of $241.71.
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 June View on Equity Markets
by John Blank
There are lots of positive trending revenue fundamentals to like about the auto industry at this current moment in time.
asset-allocation
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
June 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
June Sell-Side and Buy-Side - Consensus at a Glance
by John Blank
On May 31st, 2024, FactSet "Bottoms-up" view going 12 months out? This outside consensus was for 5,925.80.
asset-allocation
International: Update on Global Regions
by Mark Vickery
Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).
asset-allocation
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