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asset-allocation: Archive
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
Zacks FX 3-Part Consensus to DEC 2025
by John Blank
An index of U.S. companies may lead one to initially assume that the S&P 500 is exclusively dependent on the health of the U.S. economy. In reality, the index is more global than one may think.
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
November 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
Zacks November View on Equity Markets
by John Blank
The Zacks Oil and Energy sector is an overlooked sector worth investigating. "AI" energy demand is a new positive.
asset-allocation
ZRS Chart of the Month
by John Blank
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.
asset-allocation
November Sell-Side and Buy-Side Consensus at a Glance
by John Blank
This outside consensus was for 6,411. That latest consensus was (+10.4%) above a closing price 5,809.
asset-allocation
International: Update on Global Regions
by John Blank
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.
asset-allocation
October 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 2025 S&P500 earnings of $274.17.
asset-allocation
ZRS Chart of the Month
by John Blank
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.
asset-allocation