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asset-allocation: Archive
October 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
September Sell-Side and Buy-Side Consensus at a Glance
by John Blank
"Bottoms-up" consensus on EPS growth for S&P500 stocks? Outside consensus expects +15.3% in 2025, +10.1% in 2024.
asset-allocation
Zacks September View on Equity Markets
by John Blank
The Zacks Conglomerates sector in the USA looks like an interesting area to be selectively invested in currently.
asset-allocation
September Asset Allocation Guidelines
by John Blank
The latest Sept. 4th, 2024 data shows indexes with style upside. Highest returns come with the large cap growth indices.
asset-allocation
ZRS Chart of the Month
by John Blank
Early autumn ranks showed two Very Attractive sectors: Industrials and Utilities.
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
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
ZRS Chart of the Month
by John Blank
Info Tech is overpriced, at rich valuations. An excess valuation remains obvious. That is the "AI" froth factor. Factor in the tech mega-caps too.
asset-allocation
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 $241.53.
asset-allocation
August 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