Home > Asset Allocation

Asset Allocation

us.jpg   fr.jpg

Asset Class Performance Review (1995–2024)

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

33.png

S&P 500 Top 10 Holdings (1980–2025)

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

14.png

Glide-Path Comparisons Among Target Date Fund Providers

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

12.png

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

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

11.png

Geopolitical Risk: Cash is not your friend

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

10.png

Asset Class Returns by Decade

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

142.png

How does age affect the optimal REIT allocation?

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

137.png

Diversification and Risk by Asset Class

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

New 57.png

Expected Return Ranges and Asset Class Correlations for Private Markets

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

New 8.png

Allocations to Alternatives by Investor Type

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

Chart 75.png

Syndicate content