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Home > Asset Allocation

Asset Allocation

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S&P 500 Top 10 Holdings (1980–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 27th, 2025

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Glide-Path Comparisons Among Target Date Fund Providers

Submitted by Your Personal CFO - Bourbon Financial Management on August 26th, 2025

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10 Year Annualized Return Forecasts by Asset Class (2025 Outlook)

Submitted by Your Personal CFO - Bourbon Financial Management on August 26th, 2025

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Geopolitical Risk: Cash is not your friend

Submitted by Your Personal CFO - Bourbon Financial Management on August 25th, 2025

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Asset Class Returns by Decade

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

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How does age affect the optimal REIT allocation?

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2025

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Diversification and Risk by Asset Class

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2025

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Expected Return Ranges and Asset Class Correlations for Private Markets

Submitted by Your Personal CFO - Bourbon Financial Management on May 1st, 2025

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Allocations to Alternatives by Investor Type

Submitted by Your Personal CFO - Bourbon Financial Management on March 21st, 2025

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Asset Allocation by Type of Allocator

Submitted by Your Personal CFO - Bourbon Financial Management on March 21st, 2025

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