This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2024 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606
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 +24.15% per year. These returns cover a period from January 1, 1988 through June 3, 2024. 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.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy, DMCA Policy and Terms of Service apply.
asset-allocation: Archive
Zacks July View on Equity Markets
by John Blank
At Zacks, this large group of stocks gets broken down into six groups. Containers & Glass (23), Industrial Products-Services (24), Machinery-Electrical (25), Machinery (26), Pollution Control (27), and Metal Fabricating (63).
asset-allocation
ZRS Chart of the Month
by John Blank
There were two Very Attractive sectors: Info Tech and Industrials. There were two Attractive sectors: Consumer Discretionary and Energy.
asset-allocation
July 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
July 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 2024 S&P500 earnings of $241.71.
asset-allocation
International: Update on Global Regions
by John Blank
Certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
Zacks June View on Equity Markets
by John Blank
There are lots of positive trending revenue fundamentals to like about the auto industry at this current moment in time.
asset-allocation
ZRS Chart of the Month
by John Blank
We could not find any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.
asset-allocation
June 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
June Sell-Side and Buy-Side - Consensus at a Glance
by John Blank
On May 31st, 2024, FactSet "Bottoms-up" view going 12 months out? This outside consensus was for 5,925.80.
asset-allocation
International: Update on Global Regions
by Mark Vickery
Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).
asset-allocation
ZRS Chart of the Month
by John Blank
We could not find any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.
asset-allocation
Zacks May View on Equity Markets
by John Blank
The strength of the global consumer, including the now-traveling Mainland Chinese population, remains an underrated force for global growth.
asset-allocation
ZRS Chart of the Month
by John Blank
There weren't any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.
asset-allocation
May 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
May 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 2024 S&P500 earnings of $243.82.
asset-allocation
International: Update on Global Regions
by John Blank
Certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
Zacks April View on Equity Markets
by John Blank
Is the U.S. consumer doing fine in 2024? Let's consult two sets of Zacks Price, Consensus, and EPS Surprise charts.
asset-allocation
ZRS Chart of the Month
by John Blank
Sector Forward 12-Month Price to Earnings (P/E) valuations over 10 years. This 10-year data set runs to March 29th, 2024.
asset-allocation
April 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
April Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
The Equity Risk Premium (ERP) is an excess return the overall stock market provides above a risk-free fixed income rate. This excess return compensates investors for taking on the relatively higher risk of equities.
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. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.
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
Zacks March View on Equity Markets
by John Blank
Over the last 5 years from 2019 to 2024, a stock mutual fund asset allocation with 0% put into VGTSX (Vanguard Total International Stock Index Fund) did best (+106%).
asset-allocation
Zacks Rank S&P500 Sector Picks
by John Blank
These are the four Very Attractive sectors now: Industrials, Info Tech, Consumer Discretionary and Financials.
asset-allocation
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