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Long Term Returns Have Declined Since 1954

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Long Term Returns Have Declined Since 1954.png

Hypothetical Performance During the 10 Largest Drawdowns for a US 60/40 Portfolio (1900-2014)

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Hypothetical Performance During the 10 Largest Drawdowns for a US 60-40 Portfolio.png

Expected and Realized Real Return of a U.S. 60-40 Portfolio from 1900-2016

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Expected and Realized Real Return of a U.S. 60-40 Portfolio from 1900-2016.png

Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates.png

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971.png

Three-Year Correlation to Stocks and Bonds for Various Asset Types

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

3-Year Correlations to Stocks and Bonds.png

Betting Against Beta - The Low Risk Anomaly

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Betting Against Beta - The Low-Risk Anomaly.png

Average Alternative Outperformance During Challenging Periods for Stocks and Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Average Alternative Outperformance During Challenging Period for Stocks and Bonds.png

Annual Return on Asset Allocation from 2002-2016

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Annual Return on Asset Allocation from 2002-2016.png

60/40 Stock/Bond Portfolios have Delivered a CPI of 5% since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

60-40 Portfolios Have Delivered CPI of 5%.png

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