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Home > Returns

Returns

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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

Real 10-year bond yield since 1955

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

Real 10-year bond yield since 1955.png

Returns of U.S. stocks, bonds, and bills vs. inflation

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

Returns of U.S. stocks, bonds, and bills vs. inflation.png

The global stock market drop in late 2018 offered a lesson in investor behavior

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

The global stock market drop in late 2018 offered a lesson in investor behavior.png

Cumulative returns of trend following and global 60/40 since 2000

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

Cumulative returns of trend following and global 60 to 40 since 2000.png

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