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Fund leadership is quick to change

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Market-timing versus a market benchmark: A spotty record

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Percentage of active funds outperforming their prospectus benchmark over ten years through December 2016

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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The mixture of assets defines the spectrum of returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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Investors tend to buy highly rated funds even as they underperform

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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Tech vs. S&P 500 price relative since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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When the S&P 500 is down 25% or worse since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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60/40 calendar year returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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US dollar movements since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2023

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Growth of $1 over the next 20 years since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2023

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