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Home > Asset Allocation

Asset Allocation

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Historical Annual Return (Source: Morningstar Direct Data)

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2021

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Ownership of US corporate stock (Source: Tax Policy Center, 2019)

Submitted by Your Personal CFO - Bourbon Financial Management on July 23rd, 2021

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Asset-class return outlooks (Source: Vanguard Investment Strategy Group)

Submitted by Your Personal CFO - Bourbon Financial Management on July 21st, 2021

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Annual returns by asset class

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2021

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Shiller P/E ratio across Europe, US and EM

Submitted by Your Personal CFO - Bourbon Financial Management on February 9th, 2021

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2008 financial crisis and rebounds after that

Submitted by Your Personal CFO - Bourbon Financial Management on February 8th, 2021

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Unprecedented Dispersion Across the Globe

Submitted by Your Personal CFO - Bourbon Financial Management on February 2nd, 2021

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Annual returns by asset class, from the highest to the lowest, 1997-2019

Submitted by Your Personal CFO - Bourbon Financial Management on February 2nd, 2021

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Diversifiers? Cryptocurrencies and Gold vs. S&P500

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2021

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Annualized returns over decades

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2021

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