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Home > Returns

Returns

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Cap-Weighted vs. Equal-Weighted S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2025

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Equity Market Concentration & Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2025

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U.S. Household Equity Ownership vs. Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2025

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S&P 500 Free Cash Flow Yield vs Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2025

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Exhibit 13: CDLI Total Return (Sep 2004-Jun 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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Likelihood of stocks outperforming bonds in the US

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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Stocks vs bonds in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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30- Year Starting Safe Withdrawal Rate %, by Asset Allocation, 90% Success Rate

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2025

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The expected 10-year return on a 60/40 portfolio has varied through time (Wellington, 2001-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

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Bond yields have surpassed the S&P 500 Index earnings yield (Wellington, 1996-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

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