Valuation

Percentage of S&P 500 Stocks Outperforming the S&P 500 over the Calendar Year (%) (1974-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 11th, 2025

Valuation

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U.S. Large-Cap Stocks (%) (Today vs. 10 Years Ago)

Submitted by Your Personal CFO - Bourbon Financial Management on August 8th, 2025

Valuation

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Average 5-Year Annualized Alpha by Market Concentration (%)

Submitted by Your Personal CFO - Bourbon Financial Management on August 8th, 2025

Valuation

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Corporate Spreads Are Snug

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2025

Valuation

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Average Estimated Full Time Undergraduate Budgets (Enrollment Weighted) (2024-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 26th, 2025

Valuation

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U.S. vs. International Equity Valuations (1980–2023)

Submitted by Your Personal CFO - Bourbon Financial Management on June 3rd, 2025

Valuation

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Asset Price Manias Compared: From Nifty Fifty to Magnificent 7

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2025

Valuation

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Global vs. U.S. Equity Market Capitalization (2004–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2025

Valuation

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2024 S&P 500 Targets vs. Actual Price

Submitted by Your Personal CFO - Bourbon Financial Management on May 22nd, 2025

Valuation

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Market Concentration of Top Stocks Over Time (1925–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 20th, 2025

Valuation

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