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Home > Returns

Returns

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Summary of New (Updated) Long-Run Expected Real Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Summary of New (Updated) Long-Run Expected Real Returns.png

Rolling 20-Year Rates of Real Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Rolling 20-Year Rates of Real Returns.png

Probability of Success for a 4% Post Tax Initial Withdrawal Rate, $1 Million Portfolio, $500000 Home Value, 25% Marginal Tax Rat

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Probability of Success for a 4% Post Tax Initial Withdrawal Rate, $1 Million Portfolio, $500000 Home Value, 25% Marginal Tax Rate).png

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    • Non-Financial ROE (2004-2015)

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    Non-Financial ROE (2004-2015).png

    MSCI EAFE (Net) vs. Morningstar Active Foreign Large Cap Blend Peer Group - Return Rank

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    MSCI EAFE (Net) vs. Morningstar Active Foreign Large Cap Blend Peer Group - Return Rank.png

    Investor Returns for the Period Ending December 31, 2014

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    Investor Returns for the Period Ending December 31, 2014.png

    High Yielding Bonds Remain Hard to Come by

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    High Yielding Bonds Remain Hard to Come by.png

    Going Forward - Is the Return Concern More With BOnds Than Equities

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    Going Forward - Is the Return Concern More With BOnds Than Equities.png

    Expected Real Return of U.S. Stocks, Bonds and U.S. 60/40

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    Expected Real Return of U.S. Stocks, Bonds and U.S. 60-40.png

    Distribution of Calendar-year Returns (1926 through 2014)

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    Distribution of Calendar-year Returns (1926 through 2014).png

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