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Valuation is the primary driver of long-term return

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2024

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Base Case: Highest Forecasted Return In 20 Years Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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S&P 500 Drawdowns (%) since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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Bonds Likely To Protect Less On the Downside

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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U.S. Growth Price/Sales Since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2024

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Value's discount widened to TMT-like proportions since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2024

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Much Improved Outlook For Equities

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2024

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Tail Event: Private Equity Has A Massive Left Tail

Submitted by Your Personal CFO - Bourbon Financial Management on May 28th, 2024

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S&P 500: Percentage of Stocks that Outperformed the Index since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on May 28th, 2024

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Annualized 3-Year Asset Class Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 28th, 2024

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