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asset-allocation: Archive
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
Zacks April View on Equity Markets
by John Blank
In the prior 10 instances, of the S&P500 falling -10% from a record high in 20 days or fewer, we have a nice record to mine for insights.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech remains overpriced, at extreme valuations, still +37% over the median. That is the remaining AI "froth factor." Factor in high tech mega-cap P/E multiples too.
asset-allocation
April 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
April 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 2025 S&P500 earnings of $267.82.
asset-allocation
International: Update on Global Regions
by John Blank
The S&P index is more global than one may think. Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries.
asset-allocation