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REITs can be effective portfolio diversifies

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2024

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Historically correlated with 5 year forward return since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2024

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The Rise In Interest Rates From A Historical Perspective Since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2024

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The Worst Years Ever For 60/40 Portfolio since 1931

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2024

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Rusell2000 Small-caps vs S&P500

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2024

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US Interest Rates 1798-2023

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2024

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US corporate bond yields since 1857

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2024

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PE10: Small vs Large

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2024

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S&P 500 Index Historical Risk & Return since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on June 7th, 2024

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Global equity risk premium (Global ERP)

Submitted by Your Personal CFO - Bourbon Financial Management on June 7th, 2024

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