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

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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DJIA 10/01/1928 thru 12/31/1954

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Hedge fund manager dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Cumulative net domestic migration

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Public and private manager dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Expected long-term returns increase with higher equity allocation, but investors bear greater risk (1926 – 2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Real returns of CDs accounting for inflation & taxes since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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S&P 500 – bear market comps

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Case-Shiller US home price indices (as of April 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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A default cycle has started

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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