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Home > Returns

Returns

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Price is What You Pay, Value is What You Get (Bloomberg Data 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 6th, 2021

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Price/Sales: S&P 500 Growth Index vs. S&P Value Index (Bloomberg Data 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2021

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Annualized performance by economic cycle (Bloomberg Data 1980-2021)

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

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Annual returns by asset class from the highest to the lowest (Vanguard 1997-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on May 2nd, 2021

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Liquid Private Equity Alternatives (Cambridge Associates 1988-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on May 1st, 2021

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Percent of Stocks Beating the S&P 500 Over the Trailing 12 Months (Kallash Capital 1964-2020)

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

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Markets and Presidents (Bloomberg Data 1900-2020)

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

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Avg. Annual S&P 500 Performance (Strategas Research 1933-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 22nd, 2021

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Our base-case five-year expected return for the Traditional 60/40 is less than 1%

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

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