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Home > Returns

Returns

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Stocks were up 90% of the time considering five-year holding periods since 1937

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 90% of the time considering five-year holding periods since 1937.png

Value generally outperforms growth on a rolling five-year basis

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Value generally outperforms growth on a rolling five-year basis.png

Red Burgundy is the only wine category whose returns have beaten the stock market since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Red Burgundy is the only wine category whose returns have beaten the stockmarket since 2003.png

Industry composition in MSCI emerging market index: 1995-2018

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2019

Industry composition in MSCI emerging market index 1995-2018.png

S&P 500 cumulative price return versus total return since inception

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2019

S&P 500 cumulative price return versus total return since inception.png

Regression to the mean = Down 53% from 7/19/2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2019

Regression to the mean = Down 53% from.png

S&P 500 valuations

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2019

S&P 500 valuations.png

US long-term government bond yields

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2019

US long-term government bond yields.png

Developed market government bond yield distribution, 2017-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2019

Developed market government bond yield distribution, 2017-2019.png

Our best guess on future returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2019

Our best guess on future returns.png

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