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Home > Returns

Returns

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Dynamic Capital Market Expectations: 10-Year Real Expected Returns Assuming Mean Reversion (as of Nov 2016)

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

Dynamic Capital Market Expectations.png

Do You Really Want To Buy A 5 Star Fund? (US Equity Funds Excess Returns Since 1992)

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

US_Equity_Funds_Excess_Returns_After_Receiving_Morningstar_Rating.png

Cash Flows in Market Segments Since 1990: Wax and Wane

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

Cash_Flows_in_Market_Segments_Wax_and_Wane.png

US vs. Global ex-US Equity Performance Since 1969

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

US vs. Global ex-US Equity Performance Since 1969.png

US Long Term Bond Yield 1938-1963

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

US Long Term Bond Yield 1938-1963.png

Since 1972, Return on US Equities has Outperformed that of International Equities More Often

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Since 1972, Return on US Equities has Outperformed that of International Equities More Often.png

Rising Yields Have Historically Been Associated with Outperformance of the Russell 1000 Value Index Since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Rising Yields Have Historically Been Associated with Outperformance of the Russll 1000 Value Index Since 2002.png

Mean Wealth for Different Risks in Select Portfolios

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Mean Wealth for Different Risks in Select Portfolios.png

Long Term Returns Have Declined Since 1954

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Long Term Returns Have Declined Since 1954.png

Hypothetical Performance During the 10 Largest Drawdowns for a US 60/40 Portfolio (1900-2014)

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Hypothetical Performance During the 10 Largest Drawdowns for a US 60-40 Portfolio.png

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