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House Payments as a % of Median Income (1967-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 12th, 2025

Economy

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U.S. Dollar's Divergence from Fair Value (%) (1995-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 12th, 2025

Returns

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MSCI Europe/U.S. vs. Relative P/E Ratio (1970-2025)

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

Returns

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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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While Early Rate Cuts Historically Bode Well For Rate Returns, the Latest Cycle Stands Out (%) (1989-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 10th, 2025

Returns

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Agency Mortgage-Backed Securities (MBS) | Asset Class Provides High Quality Yield Pickup (1995-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on August 10th, 2025

Returns

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Starting Yields Are Strongly Correlated with 5-Year Forward Returns (%) (1978-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 9th, 2025

Returns

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S&P 500 Forward P/E Ratios and Subsequent 10-Year Returns (%)

Submitted by Your Personal CFO - Bourbon Financial Management on August 9th, 2025

Returns

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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 (%)