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asset-allocation: Archive
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
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
January Sell-Side and Buy-Side Consensus at a Glance
by John Blank
On Jan. 2nd, 2024, FactSet "bottoms-up" consensus, going 12 months out? This outside consensus was for 5,090.
asset-allocation
January Equity Style Box Returns
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 January View on Equity Markets
by John Blank
The U.S. consumer remains quite robust. Start your stock investing and trading New Year by studying up on a complete list of Consumer Discretionary ETFs.
asset-allocation
Zacks December View on Equity Markets
by John Blank
Looking for Xmas shopping-related stock investing ideas? Learn more about the top Consumer Discretionary stocks inside Zacks industry groups.
asset-allocation