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asset-allocation: Archive

John Blank

Zacks August View on Equity Markets

Houses Sold has gone sideways for seven years. Meanwhile Houses for Sale have expanded dramatically. Where does this noted imbalance go from here?

John Blank

Zacks July View on Equity Markets

At Zacks, this large group of stocks gets broken down into six groups. Containers & Glass (23), Industrial Products-Services (24), Machinery-Electrical (25), Machinery (26), Pollution Control (27), and Metal Fabricating (63).

John Blank

ZRS Chart of the Month

There were two Very Attractive sectors: Info Tech and Industrials. There were two Attractive sectors: Consumer Discretionary and Energy.

John Blank

July Sell-Side and Buy-Side Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium looks OK using Zacks 2024 S&P500 earnings of $241.71.

John Blank

July Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

International: Update on Global Regions

Certain global events can have a material effect on S&P 500 companies and overall index performance.

John Blank

Zacks June View on Equity Markets

There are lots of positive trending revenue fundamentals to like about the auto industry at this current moment in time.

John Blank

ZRS Chart of the Month

We could not find any Unattractive or Very Unattractive Sector groups, after the latest Q1-24 EPS reports moved the ranking system.

John Blank

June Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

Mark Vickery

International: Update on Global Regions

Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).