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

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

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

B (37).png

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

B (36).png

Liquid Private Equity Alternatives (Cambridge Associates 1988-2018)

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

B (35).png

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

B (32).png

Markets and Presidents (Bloomberg Data 1900-2020)

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

B (29).png

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

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

B (24).png

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

B (22).png

Duration in the Agg Index (1996-2019)

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

B (20).png

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

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

B (19).png

Syndicate content