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asset-allocation: Archive
September 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 minimal using Zacks 2025 S&P500 earnings of $266.63.
asset-allocation
Zacks September View on Equity Markets
by John Blank
Economic activity in the United States has expanded at a moderately above-trend pace on a four-quarter basis, and the labor market has remained solid.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech remains wildly overpriced, at extreme valuations, +59% over the median. That is the "AI froth factor."
asset-allocation
September 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
International: Update on Global Regions
by John Blank
Composed of 500 companies that are domiciled in the U.S., the S&P 500 captures approximately 82% of the total U.S. equity market value.
asset-allocation
Zacks July View on Equity Markets
by John Blank
Can we count on the massive mega-cap tech stocks to lead us, higher and higher?
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (and likely Utilities) earnings growth is well-supported by AI data/cloud centers and strong tech mega-cap earnings.
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
What's FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 6,678.
asset-allocation
International: Update on Global Regions
by John Blank
"It is interesting to note that for Q1 2025, S&P 500 companies with more international revenue exposure are projected to report lower earnings growth."
asset-allocation