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Home > Returns

Returns

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Growth of $10 000 in the S&P 500 Since 1980: Sale at Any Point in Time Could Result in a Gain or Loss

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

Growth of $10 000 in the S&P 500 Since 1980 Sale at Any Point at Time Could Result in a Gain or Loss_0.png

Actively Managed Equity Funds with Both Low Expense Ratio and High Management Ownership Outpace their Benchmark Indexes

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

ActiveEquityFundsWithLowerExpenceRatioAndHighManagerOwnershipBeatTheirIndexes.png

The Value of Active Management: Even a Small Increase in Returns Can Dramatically Improve Outcomes

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

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Risk and Return vs Up/Down Capture Ratio for Various Asset Classes

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Risk and Return vs UpDown Capture Ratio for Various Asset Classes.png

Changes in Economic Conditions Can Precede Asset Price Changes

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Changes in Economic Conditions Can Precede Asset Price Changes.png

Generating Excess Return in the Large Cap Core is More Difficult Than in the Small Cap Value Category

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Generating Excess Return in the Large Cap Core is More Difficult Than in the Small Cap Value Category.png

International vs US Stocks Return Differential Since 1972: Performance is Cyclical

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

International vs US Stocks Return Differential.png

History Lesson: Duration & Interest Rates (Since 1931)

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

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Stocks, Bonds and Alternatives as Diversifying Sources of Return Since 1994

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

Stocks, Bonds and Alternatives as Diversifying Sources of Return Since 1994.png

Large Value vs Large Growth US Stock Funds Excess Returns Since 2006

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

Large Value vs Large Growth US Stock Funds Excess Returns Since 2006.png

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