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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.94% per year. These returns cover a period from January 1, 1988 through June 1, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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asset-allocation: Archive
March Equity Style Box Returns
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
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, so certain global events can have a material effect on the S&P 500.
asset-allocation
March Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
On March 1st, 2024, FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 5,589.20.
asset-allocation
ZRS Chart of the Month
by John Blank
The latest Zacks Industry Ranks showed four Very Attractive, mostly cyclical sectors.
asset-allocation
Zacks February View on Equity Markets
by John Blank
With 2024 now underway, let's review your choices for annualized returns in the three charts produced by Zacks Research System.
asset-allocation
February Asset Allocation Guidelines
by John Blank
The distance between Small Cap Growth and Value model EPS returns is +3.36%.
asset-allocation
February Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
There is bearish news for stock investors in a high bond rate environment.
asset-allocation
International: Update on Global Regions
by John Blank
Macroeconomic shifts have stirred global markets this year, and the U.S. is no exception.
asset-allocation
Financial Freedom at 73: Finding the Sweet Spot for Stocks in Your Retirement Portfolio
by Zacks Equity Research
Unlock how the 120-age rule can guide your stock allocation for financial growth and security in your retirement years.
asset-allocation personal-finance retirement risk
ZRS Chart of the Month & More
by John Blank
The latest DEC Zacks Industry Ranks were led by decidedly defensive sectors, but we might take these stale Zacks Industry rankings with a grain of salt.
asset-allocation