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How one-star funds performed over time

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

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Investment themes by decade since 1950

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

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Why invest outside of the US?

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

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MSCI EAFE value index vs. MSCI EAFE growth index since 1998

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

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Price/earnings ratio comparison since 2000

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

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MSCI EAFE value & growth indices

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

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How five-star funds performed over time

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

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Average annual real returns in years with above-median US inflation, 1927-2021

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

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Does value last year tell us about this year?

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

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US personal savings rate (average - 1959-2022)

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

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