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MSCI USA index minus MSCI World ex-USA index (3-year rolling returns) since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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MSCI EAFE growth – value (1 year) since June 2004

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Annualized rolling ten year relative total return of growth vs. value since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Percent of S&P 500 members outperforming the S&P 500 index (trailing 3 months) since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Some notable asset bubbles over the last 40 years

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Total return components of the Bloomberg U.S. aggregate index (%)

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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More duration does not always mean more risk

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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S&P 500: cheap or expensive?

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Top-Half funds in years 1-5 did not repeat in years 6-10

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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The cost of timing the market: value of $10,000 invested in the S&P 500 Jan 2003-Dec 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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