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Home > Returns

Returns

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Relative performance of cheapest quintile of P/B vs. highest (1960-1989 vs. 1990-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of cheapest quintile of PtoB vs. highest (1960-1989 vs. 1990-2018).png

Portfolio returns vs. 20-year annualized returns of various asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Portfolio returns vs. 20-year annualized returns of various asset classes.png

Performance comparison of endowments and a traditional 60/40 portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Performance comparison of endowments and a traditional 60-40 portolio.png

Non-rebalanced 60/40 portfolios exhibited risks similar to that of a rebalanced 80/20 portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Non-rebalanced 60-40 portfolios exhibited risks similar to that of a rebalanced 80-20 portfolio.png

Investor returns vs. fund returns for the 10 years ended December 31, 2017

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Investor returns vs. fund returns for the 10 years ended December 31, 2017.png

Equity allocation of a 60/40 portfolio, rebalanced and non-rebalanced, 1960 through 2017

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Equity allocation of 60-40 portfolio, rebalanced and non-rebalanced, 1960 through 2017.png

Asset allocation can add up to 75 basis points of value annually to a portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Asset allocation can add up to 75 basis points of value annually to a portfolio.png

10-year asset class return outlooks as of March 31, 2019

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

10-year asset class return outlooks as of March 31, 2019.png

Returns on the MSCI All Country World ex-U.S. vs. the S&P 500 since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Returns on the MSCI All Country World ex-U.S. vs. the S&P 500 since 1997.png

10-year bond yield minus the average of inflation and T-bills since 1955

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2019

10-year bond yield minus the average of inflation and T-bills since 1955.png

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