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asset-allocation: Archive

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.

John Blank

Zacks June View on Equity Markets

The significant expansion of ROIC for both Computer-Office Equipment and Electronics from 2020 to today is a classic case of structural tech tailwinds.

John Blank

ZRS Chart of the Month

Info Tech (7.91) and Industrials (6.39) are very overpriced, based on current valuations. They are +39% and +35% over their medians, respectively.

John Blank

June Asset Allocation Guidelines

Five 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

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

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%.