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asset-allocation: Archive
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 $275.08.
asset-allocation
Zacks FX 3-Part Consensus to DEC 2025
by John Blank
An index of U.S. companies may lead one to initially assume that the S&P 500 is exclusively dependent on the health of the U.S. economy. In reality, the index is more global than one may think.
asset-allocation
International: Update on Global Regions
by John Blank
Certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
Zacks November View on Equity Markets
by John Blank
The Zacks Oil and Energy sector is an overlooked sector worth investigating. "AI" energy demand is a new positive.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (13.19) is overpriced, at extreme valuations, now +41% over the median. That is partly an "AI" froth factor. Factor in high tech mega-cap earnings outlooks too.
asset-allocation
November 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
November Sell-Side and Buy-Side Consensus at a Glance
by John Blank
This outside consensus was for 6,411. That latest consensus was (+10.4%) above a closing price 5,809.
asset-allocation
October 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
ZRS Chart of the Month
by John Blank
Fall ranks showed two Very Attractive sectors: Industrials and Utilities. Utilities get a strong bid this year, due to "AI" data center energy use growth.
asset-allocation
October 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 $274.17.
asset-allocation
International: Update on Global Regions
by John Blank
The 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
September Sell-Side and Buy-Side Consensus at a Glance
by John Blank
"Bottoms-up" consensus on EPS growth for S&P500 stocks? Outside consensus expects +15.3% in 2025, +10.1% in 2024.
asset-allocation
Zacks September View on Equity Markets
by John Blank
The Zacks Conglomerates sector in the USA looks like an interesting area to be selectively invested in currently.
asset-allocation
September Asset Allocation Guidelines
by John Blank
The latest Sept. 4th, 2024 data shows indexes with style upside. Highest returns come with the large cap growth indices.
asset-allocation
ZRS Chart of the Month
by John Blank
Early autumn ranks showed two Very Attractive sectors: Industrials and Utilities.
asset-allocation
International: Update on Global Regions
by John Blank
Certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
Zacks August View on Equity Markets
by John Blank
Houses Sold has gone sideways for seven years. Meanwhile Houses for Sale have expanded dramatically. Where does this noted imbalance go from here?
asset-allocation
August 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
ZRS Chart of the Month
by John Blank
Info Tech is overpriced, at rich valuations. An excess valuation remains obvious. That is the "AI" froth factor. Factor in the tech mega-caps too.
asset-allocation
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 2024 S&P500 earnings of $241.53.
asset-allocation
International: Update on Global Regions
by John Blank
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.
asset-allocation
Zacks July View on Equity Markets
by John Blank
At Zacks, this large group of stocks gets broken down into six groups. Containers & Glass (23), Industrial Products-Services (24), Machinery-Electrical (25), Machinery (26), Pollution Control (27), and Metal Fabricating (63).
asset-allocation
ZRS Chart of the Month
by John Blank
There were two Very Attractive sectors: Info Tech and Industrials. There were two Attractive sectors: Consumer Discretionary and Energy.
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
A valuation boost from the attraction of a broad equity risk premium looks OK using Zacks 2024 S&P500 earnings of $241.71.
asset-allocation