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asset-allocation: Archive
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
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
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 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
February Asset Allocation Guidelines
by John Blank
The distance between Small Cap Growth and Value model EPS returns is +3.36%.
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
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
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 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
December 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
ZRS Chart of the Month & More
by John Blank
Info Tech (10.87) is overpriced, at rich valuations. Factor in the tech mega-caps. Other Bulls? Note positive P/E differences on the following...
asset-allocation
December 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
Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).
asset-allocation
November Asset Allocation Guidelines
by John Blank
The latest October 2023 data shows indexes with style upside. Highest returns come with the small-cap growth model return. Value lags considerably.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (8.26) is overpriced, at rich valuations. Factor out mega-caps, perhaps. Bull groups? Note positive P/E differences on Materials (0.50) and Health Care (0.38).
asset-allocation
November Sell-Side & Buy-Side - Consensus at a Glance
by John Blank
On Oct. 27th, 2023, FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 5,082.
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
Zacks November View on Equity Markets
by John Blank
Looking for relatively stable, lower stock market beta, income investing ideas? You may want to learn more about top Consumer Staples stocks.
asset-allocation
Sector and Industry Ranks & Valuation
by John Blank
I see a useful mixture of S&P500 sectors to play this month. The top sectors remained Industrials, Utilities and Info Tech. Consumer Staples got back to Attractive.
asset-allocation
Investing & Market Insights
by John Blank
A major U.S. macro message coming out of September, one that caused a stock market swoon, is the 'higher-for-longer' reset of U.S. Treasury yield expectations. This is best seen in the march higher in U.S. Treasury long-term yields.
asset-allocation