us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

Hedged strategies offer diversification

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

117.png

World government bond GDP weighted return index (annual change, %) since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

116.png

The valuation premium investors pay for the US market also more than doubled over the period

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

115.png

Average investor allocation to equities vs. 10 year forward annualized price return

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

114.png

Average investor allocation to equities vs. 10 year forward annualized price return since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

113.png

Forward 10-year real returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

112.png

Change in federal funds rate since hiking began

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

111.png

One-year T-bill yield and change since 1962

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

110.png

60/40 prospective returns are near historic lows since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

109.png

S&P 500 drawdown since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

108.png

Syndicate content