Home > Blog

Blog

us.jpg   fr.jpg

Weight of top 5 S&P 500 stocks vs. small cap relative performance since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture8.png

Small-cap and large-cap market cycles since 1931

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture7.png

Historically, core bonds have outperformed cash allocations over longer horizons

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture5.png

A diversified approach has smoothed returns over time since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture6.png

S&P 500 technology relative performance during IT spending secular bulls and bears since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture4.png

Change in fed funds rate and US 10 year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture3.png

S&P 500 and 10 year treasury returns during pivotal years

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture2.png

Simple expected real return of US equities and bonds, January 1900 - December 2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture1.png

Average gold returns during various phases of economic cycle

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

112.png

How one-star funds performed over time

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

111.png

Syndicate content