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asset-allocation: Archive
ZRS Chart of the Month
by John Blank
Data showed investors across the board upgrades. Zacks Industry Ranks supplied one Very Attractive Sector: Financials.
asset-allocation
Zacks April View on Equity Markets
by John Blank
In the prior 10 instances, of the S&P500 falling -10% from a record high in 20 days or fewer, we have a nice record to mine for insights.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech remains overpriced, at extreme valuations, still +37% over the median. That is the remaining AI "froth factor." Factor in high tech mega-cap P/E multiples too.
asset-allocation
April 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
April 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 $267.82.
asset-allocation
International: Update on Global Regions
by John Blank
The S&P 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
Zacks March View on Equity Markets
by John Blank
We show you the Return on Equity charts for the Top 15 stocks in these 2 Utility sectors, selected by Market Capitalization.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (9.10) remains overpriced, at extreme valuations, still +47% over the median. That is the remaining AI froth factor. Factor in high tech mega-cap P/E multiples too.
asset-allocation
March Asset Allocation Guidelines
by John Blank
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.
asset-allocation
March Sell-Side & Buy-Side Consensus at a Glance
by John Blank
"Bottoms-up" consensus on EPS growth for S&P 500 stocks? Outside consensus expects +14.0% EPS growth in 2026, +12.1% in 2025, and +10.4% in 2024.
asset-allocation