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Home > Returns

Returns

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The expected 10-year return on a 60/40 portfolio has varied through time (Wellington, 2001-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

The expected 10-year return on a 60:40 portfolio has varied through time.png

Bond yields have surpassed the S&P 500 Index earnings yield (Wellington, 1996-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

Bond yields have surpassed the S&P 500 Index earnings yield.png

Historically Strong Risk-Adjusted Returns (PGIM, 2012-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

Historically Strong Risk-Adjusted Returns.png

S&P 500 Index Performance Among Strongest Since 1928 (Bloomberg, 1928-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

S&P 500 Index Performance Among Strongest Since 1928.png

Percentage of S&P 500 Stocks Outperforming the S&P 500 over the Calendar Year (NDR, 1973-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

Percentage of S&P 500 Stocks Outperforming the S&P 500 over the Calendar Year.png

US Stocks vs International Stocks Win (Dimensional Fund Advisors, 1970-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

US Stocks vs International Stocks Win.png

10-15 Year Asset Return Projections

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

10-15 Year Asset Return Projections.png

The S&P 500 index has followed the path of earnings over time (Investment Strategy Group 1945 - Q3 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2025

The S&P 500 index has followed the path of earnings over time (Investment Strategy Group 1945 - Q3 2024).png

Listed REITs vs S&P500 Earning Yields

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

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REIT Bull Market History

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

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