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Home > Asset Allocation

Asset Allocation

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Berkshire Hathaway Balance Sheet

Submitted by Your Personal CFO - Bourbon Financial Management on January 20th, 2026

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Weight of Top 10 Names in the S&P 500, 1970-2025

Submitted by Your Personal CFO - Bourbon Financial Management on January 19th, 2026

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Major Asset Classes' 10-year Rolling Returns Above Cash (1970 to present)

Submitted by Your Personal CFO - Bourbon Financial Management on January 16th, 2026

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Major Asset Classes' Rolling 10-year Sharpe Ratio (1970 to present)

Submitted by Your Personal CFO - Bourbon Financial Management on January 16th, 2026

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Major Asset Classes' Cumulative Returns Above Cash (1970 to Present)

Submitted by Your Personal CFO - Bourbon Financial Management on January 15th, 2026

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20-year manager return dispersion and growth of capital

Submitted by Your Personal CFO - Bourbon Financial Management on January 14th, 2026

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Top 10 S&P 500 companies by market capitalization

Submitted by Your Personal CFO - Bourbon Financial Management on January 13th, 2026

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Asset return expectations and uncertainty

Submitted by Your Personal CFO - Bourbon Financial Management on December 19th, 2025

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US now comprises c.75% of the MSCI world index, exceeding the early 70s Nifty-50 era

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

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How a 60/40 Portfolio Becomes an 82/18 Portfolio Over Time

Submitted by Your Personal CFO - Bourbon Financial Management on November 13th, 2025

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