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Home > Returns

Returns

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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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Duration in the Agg Index (1996-2019)

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

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Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 18th, 2021

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Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 16th, 2021

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The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

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