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A tale of two decades: Annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Price-to-book ratio, June 1989-June 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Real annualized gain/loss of different decades since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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US real GDP % change from previous quarter, seasonally adjusted annual rate since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Average annual returns: 1928-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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7 quarters when both equity and fixed income were negative

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Fixed income now offering attractive starting yield levels

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Change in CPI vs. change in median sale price of houses, 1970-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Varying SAFEMAXs by retirement duration and asset allocation

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Diversified portfolio and S&P 500 index returns since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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