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

Avg. Annual S&P 500 Performance (Strategas Research 1933-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 22nd, 2021

B (24).png

Annualized Returns (Dalbar 2009-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 21st, 2021

B (23).png​

Our base-case five-year expected return for the Traditional 60/40 is less than 1%

Submitted by Your Personal CFO - Bourbon Financial Management on April 20th, 2021

B (22).png

Duration in the Agg Index (1996-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 19th, 2021

B (20).png

Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 18th, 2021

B (19).png

Historically, starting yields are highly correlated with five-year returns (Morningstar 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 17th, 2021

B (18).png

Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 16th, 2021

B (17).png

Small- Cap Value Has Never Been Cheaper Relatively Speaking (Morningstar Direct 1979-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 15th, 2021

B (16).png

The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

B (15).png

Small-Cap Value Has Been the Best Category Within U.S Stocks Long Term (1952-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2021

B (14).png

Syndicate content