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Home > Asset Allocation

Asset Allocation

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Rolling 5-year return differential: U.S. stocks - International stocks

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

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Future returns are heavily dependent on starting valuation

Submitted by Your Personal CFO - Bourbon Financial Management on January 18th, 2021

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Expected asset class returns

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

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Comparing valuations around the globe

Submitted by Your Personal CFO - Bourbon Financial Management on January 1st, 2021

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Emerging Market Stocks, June 1989 - March 2020

Submitted by Your Personal CFO - Bourbon Financial Management on December 20th, 2020

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Global funds allocation in EM equities relative to benchmark

Submitted by Your Personal CFO - Bourbon Financial Management on December 2nd, 2020

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Think Beyond the S&P500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on November 8th, 2020

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Diversification benefit of credit portfolios

Submitted by Your Personal CFO - Bourbon Financial Management on November 2nd, 2020

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True core bond funds have provided diversification from equities

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2020

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Net Flows, AUM and AUM Change of different ETF across different asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2020

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