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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 (%)

Submitted by Your Personal CFO - Bourbon Financial Management on August 8th, 2025

Valuation

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Market Concentration Has Been Increasing (%) (1952-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2025

Returns

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The Magnificent 7 Effect ($) (Dec. 2022-Dec. 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2025

Returns

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Corporate Spreads Are Snug

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2025

Valuation

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Total Return (%YoY) Global Equities vs. G7 10-Year Government Bonds