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

Bonds have counterbalanced stocks in a diversified portfolio since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2021

10.30.21.png

MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on October 29th, 2021

10.29.21.png

S&P 500 annualized trailing 20 year total returns 1927 - August 2021

Submitted by Your Personal CFO - Bourbon Financial Management on October 28th, 2021

10.28.21.png

Top Half Domestic Funds of 2016 Were Unlikely to Repeat their Accomplishments over 2017-20 (S &P Dow Jones Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2021

September 26.png

S&P 500 Performance (Source: Charles Schwab)

Submitted by Your Personal CFO - Bourbon Financial Management on September 21st, 2021

September 21.png

Bulls, Bears, and Long-term Benefits of Stock Investing (Source:Dimensional)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2021

September 20.png

S&P Historical Composite: 1871-Present--Inflation-Adjusted Regression Channel (Source: Advisor Perspectives)

Submitted by Your Personal CFO - Bourbon Financial Management on September 19th, 2021

September 19.png

Housing real return since 1880

Submitted by Your Personal CFO - Bourbon Financial Management on September 13th, 2021

September 13.png

The "Top Dogs" Are Constantly Changing! (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2021

September 10.png

Our Return Forecasting Accuracy (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 9th, 2021

September 9.png

Syndicate content