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asset-allocation: Archive

John Blank

ZRS Chart of the Month

Info Tech (13.19) is overpriced, at extreme valuations, now +41% over the median. That is partly an "AI" froth factor. Factor in high tech mega-cap earnings outlooks too.

John Blank

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

This outside consensus was for 6,411. That latest consensus was (+10.4%) above a closing price 5,809.

John Blank

International: Update on Global Regions

The 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.

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 OK using Zacks 2025 S&P500 earnings of $274.17.

John Blank

ZRS Chart of the Month

Fall ranks showed two Very Attractive sectors: Industrials and Utilities. Utilities get a strong bid this year, due to "AI" data center energy use growth.

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

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

"Bottoms-up" consensus on EPS growth for S&P500 stocks? Outside consensus expects +15.3% in 2025, +10.1% in 2024.

John Blank

Zacks September View on Equity Markets

The Zacks Conglomerates sector in the USA looks like an interesting area to be selectively invested in currently.

John Blank

September Asset Allocation Guidelines

The latest Sept. 4th, 2024 data shows indexes with style upside. Highest returns come with the large cap growth indices.

John Blank

ZRS Chart of the Month

Early autumn ranks showed two Very Attractive sectors: Industrials and Utilities.