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asset-allocation: Archive

John Blank

Zacks May View on Equity Markets

Recent trade policy announcements have raised economic uncertainty, pushed up market volatility, and tightened financial conditions.

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

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

FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 6,578. That latest consensus was (+19.9%) above a closing price 5,485

John Blank

May Asset Allocation Guidelines

Five 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

Data showed investors across the board upgrades. Zacks Industry Ranks supplied one Very Attractive Sector: Financials.

John Blank

Zacks April View on Equity Markets

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.

John Blank

ZRS Chart of the Month

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.

John Blank

April Asset Allocation Guidelines

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

John Blank

April 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 $267.82.

John Blank

International: Update on Global Regions

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.