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Home > Wealth Management

Wealth Management

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Wealth over time with and without rebalancing since 1966

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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60/40 portfolio plus 20% alternative allocation: Max drawdowns, 2003 to 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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60/40 portfolio plus 20% alternative allocation: Sharpe ratios since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Calendar-based rebalancing methods

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Allocation for GMO benchmark-free allocation strategy in December 2021 and December 2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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The Looooong Term Trend (Source: Bank of England)

Submitted by Your Personal CFO - Bourbon Financial Management on September 16th, 2021

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Cumulative Total Return Percentage of $1000 Investment (Source: Real Investment Advice)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2021

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Real S&P 500 Vs. Valuations (Source: Real Investment Advice)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2021

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Return Forecast Distributions & Probabilities of Return (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2021

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Research Affiliates' Current Capital Markets Expectations (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 7th, 2021

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