us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

Expected real return on a 60/40 portfolio over the next 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture13.png

The arbitrage fund seeks to achieve capital growth by engaging in merger arbitrage

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture12.png

Asset class volatility/return trade-off - December 31, 2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture10.png

Asset class volatility/return trade-off - December 31, 2021 expected 7-year return

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture9.png

Volatility/return trade-off in June 2000

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture8.png

Asset class volatility/return trade-off in June 2007

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture7.png

2022 asset class returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture6.png

S&P 500 annual returns by decade since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture4.png

Value of hypothetical $1,000 investment in the MSCI ACWI from 1/1/12-12/31/21

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture3.png

Convertible vs. other asset classes (% cumulative total return) since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2021

11.03.21.png

Syndicate content