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asset-allocation: Archive

Mark Vickery

International: Update on Global Regions

Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).

John Blank

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

On May 31st, 2024, FactSet "Bottoms-up" view going 12 months out? This outside consensus was for 5,925.80.

John Blank

ZRS Chart of the Month

We could not find any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.

John Blank

Zacks May View on Equity Markets

The strength of the global consumer, including the now-traveling Mainland Chinese population, remains an underrated force for global growth.

John Blank

ZRS Chart of the Month

There weren't any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.

John Blank

May Asset Allocation Guidelines

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.

John Blank

International: Update on Global Regions

Certain global events can have a material effect on S&P 500 companies and overall index performance.

John Blank

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

A valuation boost from the attraction of a broad equity risk premium looks OK using 2024 S&P500 earnings of $243.82.

John Blank

Zacks April View on Equity Markets

Is the U.S. consumer doing fine in 2024? Let's consult two sets of Zacks Price, Consensus, and EPS Surprise charts.

John Blank

ZRS Chart of the Month

Sector Forward 12-Month Price to Earnings (P/E) valuations over 10 years. This 10-year data set runs to March 29th, 2024.