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Home > Returns

Returns

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Stocks have trended higher regardless of which party has been in office (Morningstar Data 1933-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2020

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Value Is Not Unique... All Factors Have Long Dry Spells ( Research Affiliates 1962-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2020

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European equities' absolute and relative performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2020

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Value Has Underperformed Since 2006 ( Research Affiliates 1963-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2020

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Asset Class Returns

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2020

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True core bond funds have provided diversification from equities

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2020

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The Trade-Weighted U.S. Dollar (versus major currencies) in a Historical Context

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2020

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Recessions are painful, but expansions have been powerful

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2020

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Worst 5 drawdowns for the S&P500 index since inception of managed funds index

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2020

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A recession in 2020 could be above average in severity

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2020

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