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asset-allocation: Archive

John Blank

September Asset Allocation Report

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

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.

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John Blank

Sell-Side and Buy-Side Consensus at a Glance

As long as low long-term risk-free U.S. Treasury rates stay relatively compressed, some arbitrage incentive is still there is to buy stocks.

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John Blank

ZRS Chart of the Month

Info Tech (11.46) is overpriced, at very rich valuations. Factor out mega-caps, perhaps.

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John Blank

July Asset Allocation Guidelines

Ranked by category and with commentary added.

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John Blank

One of the Most Overlooked S&P500 Sectors

In July 2023, a list of top large cap Materials tickers, ranked by annual dividends on offer, shows you the income opportunities that are currently available.

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John Blank

Forecast of Asset Class Returns

Asset allocation guidelines and equity style box returns.

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John Blank

Buy-Side & Sell-Side Macro Consensus

June's consensus at a glance.

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John Blank

Sector and Industry Ranks & Valuation

ZRS chart of the month, and more.

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John Blank

Investing & Market Insights

Zacks' June view on equity markets.

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