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Home > Returns

Returns

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Base Case: Highest Forecasted Return In 20 Years Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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Bonds Likely To Protect Less On the Downside

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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Much Improved Outlook For Equities

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2024

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Annualized 3-Year Asset Class Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 28th, 2024

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It's Been A Great Run For Growth Investing

Submitted by Your Personal CFO - Bourbon Financial Management on May 27th, 2024

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Asset Class Total Returns (YCharts 2011-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on May 25th, 2024

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In the long run, stock prices go up since 1824

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2024

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U.S. Small Cap VS. U.S. Large Cap Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on May 22nd, 2024

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U.S. Small Cap Quality Performance Since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on May 22nd, 2024

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