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Un grand Bull Market

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Returns

Un grand Bull Market.png

Consumer Confidence Since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Economy

Consumer Confidence Since 1985.png

Nominal and Real (Inflation Adjusted) Returns for T-Bills, Bonds, and Stocks

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Returns

Nominal and Real (Inflation Adjusted) Returns for T-Bills, Bonds, and Stocks.png

Difference in the Median Annual Alpha of Mutual Funds in the Lowest and Highest Quartiles

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Difference in the Median Annual Alpha of Mutual Funds in the Lowest and Highest Quartiles.png

Distribution of Active Equity Funds by Total Calendar Years of Underperformance

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Economy

Distribution of Active Equity Funds by Total Calendar Years of Underperformance.png

Distribution of Active Equity Funds by Total Calendar Years of Underperformance

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Economy

Distribution of Active Equity Funds by Total Calendar Years of Underperformance.png

Percentage of Underperforming Actively Managed Funds U.S. V.s International

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Wealth Management

Percentage of Underperforming Actively Managed Funds U.S. V.s International.png

Annual Performance Rankings for Selected Sub-Asset Classes Since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Annual Performance Rankings for Selected Sub-Asset Classes Since 1980.png

Median Monthly Returns and Volatility During Bottom Decile U.S. Equity Periods Since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Median Monthly Returns and Volatility During Bottom Decile U.S. Equity Periods Since 1988.png

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S. Portfolios Since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Wealth Management

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S..png

Un grand Bull Market

Consumer Confidence Since 1985

Nominal and Real (Inflation Adjusted) Returns for T-Bills, Bonds, and Stocks

Difference in the Median Annual Alpha of Mutual Funds in the Lowest and Highest Quartiles

Distribution of Active Equity Funds by Total Calendar Years of Underperformance

Distribution of Active Equity Funds by Total Calendar Years of Underperformance

Percentage of Underperforming Actively Managed Funds U.S. V.s International

Annual Performance Rankings for Selected Sub-Asset Classes Since 1980

Median Monthly Returns and Volatility During Bottom Decile U.S. Equity Periods Since 1988

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S. Portfolios Since 1970

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