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asset-allocation: Archive

John Blank

December Asset Allocation Guidelines

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

John Blank

Zacks November View on Equity Markets

John Blank supplies the latest U.S. market cap style (large, mid, & small) and SPDR sector results from Zacks latest quarterly CIO survey.

John Blank

November Asset Allocation Guidelines

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

John Blank

ZRS Chart of the Month

Consumer Staples (1.17), Health Care (0.85), Utilities (0.59) and Financials (0.55), appear to be priced OK.

John Blank

November Sell-Side & Buy-Side Consensus at a Glance

This outside consensus was for 7,664. The latest consensus was (+12.3%) above a closing price of 6,822.

John Blank

International: Update on Global Regions

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%.???

John Blank

ZRS Chart of the Month

Investor concern should be rising -- a weak U.S. job market has hit consumer spending.

John Blank

October Asset Allocation Guidelines

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

John Blank

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

A valuation boost from the attraction of a broad equity risk premium looks non-existent, using Zacks 2025 S&P500 earnings of $267.86.

John Blank

International: Update on Global Regions

The blended (combines actual results for companies that have reported and estimated results for companies that have yet to report) earnings growth rate for the S&P 500 for Q4 2024 is 16.9%.