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Home > Asset Allocation

Asset Allocation

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Calendar-based rebalancing methods

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

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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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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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US Small Cap indices annual return (%) since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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30-year starting safe withdrawal rate %, by asset allocations

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Projected starting safe withdrawal rates, by asset allocation and time horizon

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Long-run returns of key asset classes offer important lessons for asset allocators

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P envy: A diversified portfolio is ripe for regret

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Annual asset allocation returns (%) since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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A 60/40 portfolio that was not rebalanced ended with a very different allocation since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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