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asset-allocation: Archive

John Blank

Zacks May View on Equity Markets

Three bullish years in a row remains the backdrop. The basic long-term Zacks quantitative assessment is that this U.S. stock market is driven by momentum, first and foremast.

John Blank

ZRS Chart of the Month

Industrials (6.87) and Info Tech (4.93) are very overpriced, based on current valuations. They are +37% and +25% over their medians, respectively.

John Blank

May Asset Allocation Guidelines

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

John Blank

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

A valuation boost from the attraction of a broad equity risk premium does 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 revenue growth rate is 5.9%.

John Blank

ZRS Chart of the Month

Three sectors, Utilities (1.31), Health Care (0.86), and Financials (0.09) are at or near their median fair value. Note: Financials have fallen dramatically!

John Blank

Zacks April View on Equity Markets

In the current global oil crisis, realize that not all oil production is the same.

John Blank

April Asset Allocation Guidelines

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

John Blank

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

FactSet "Bottoms-up" consensus, going out 12 months? Outside consensus was for 8,349. That latest consensus was (+28.9%) above a closing price of 6,477.

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%."