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Small is in the eye of the index provider

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

Small is in the eye of the index provider.png

S&P growth and value relative price performance (vs S&P 500) past 25 years (since 1995)

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

S&P growth and value relative price performance (vs S&P 500) past 25 years (since 1995).png

Percentage of U.S. equity funds underperforming benchmarks (rolling three-year returns)

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

Percentage of U.S. equity funds underperforming benchmarks (rolling three-year returns).png

Is small really beautiful?

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

Is small really beautiful?.png

Impact of volatility on three hypothetical portfolios

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

Impact of volatility on three hypothetical portfolios.png

Caregiver hypothetical

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

Caregiver hypothetical.png

Berkshire Hathaway vs. S&P500 since 1978

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

Berkshire Hathaway vs. S&P500 since 1978.png

Get ready for the next financial crisis: gold provides proven portfolio protection since 1987

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2019

Get ready for the next financial crisis.png

US core CPI vs. US birth as a % of total population since 1967

Submitted by Your Personal CFO - Bourbon Financial Management on May 20th, 2019

US core CPI vs. US birth as a % of total population since 1967.png

U.S. 10-Yr. treasury bond real total return index 1926 to date

Submitted by Your Personal CFO - Bourbon Financial Management on May 20th, 2019

U.S. 10-Yr. treasury bond real total return index 1926 to date.png

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