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Equity returns during rising interest rate environments since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Bonds historically have weathered rate hikes

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Stocks and bonds experiencing similar declines in 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Previous value cycles show the potential for prolonged outperformance

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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5-year value-growth return differential recently touched historic lows since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Growth stocks remain far from valuation support since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Hedged strategies offer diversification

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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World government bond GDP weighted return index (annual change, %) since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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The valuation premium investors pay for the US market also more than doubled over the period

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Average investor allocation to equities vs. 10 year forward annualized price return

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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