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asset-allocation: Archive

John Blank

Zacks February View on Equity Markets

The Top Zacks Investment Brokers & Managers, Investment Funds and Real Estate stocks are worth investigating.

John Blank

ZRS Chart of the Month

The top sector is Info Tech. The growth gets enabled by AI data/cloud centers and ongoing tech mega-cap earnings strength.

John Blank

Zacks December View on Equity Markets

You can also gauge "fair value" by seeing if the share price is over or under the 2025 and 2026 annual EPS lines.

John Blank

ZRS Chart of the Month

Info Tech is overpriced, at extreme valuations, now +40% over the median. That is partly an "AI" froth factor. Factor in high tech mega-cap earnings outlooks too.

John Blank

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

A valuation boost from the attraction of a broad equity risk premium looks OK using Zacks 2025 S&P500 earnings of $275.08.

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 FX 3-Part Consensus to DEC 2025

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.

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

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

Zacks November View on Equity Markets

The Zacks Oil and Energy sector is an overlooked sector worth investigating. "AI" energy demand is a new positive.