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Weight of top 5 S&P 500 stocks vs. small cap relative performance since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Small-cap and large-cap market cycles since 1931

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Historically, core bonds have outperformed cash allocations over longer horizons

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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A diversified approach has smoothed returns over time since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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S&P 500 technology relative performance during IT spending secular bulls and bears since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Change in fed funds rate and US 10 year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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S&P 500 and 10 year treasury returns during pivotal years

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Simple expected real return of US equities and bonds, January 1900 - December 2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Average gold returns during various phases of economic cycle

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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How one-star funds performed over time

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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