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The range of returns for a 60/40 portfolio narrows over longer time periods (1871-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Liquid alternative fund categories

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Liquid alternative fund categories

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Top marginal corporate tax rate since 1910

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Average return % of the 12 periods when 10-year US treasury yields rose more than 100 basis points, since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Net change in House of Representatives seats controlled by president's party from midterm elections since 1934

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Patient + active delivers excess net returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Growth of $1,000,000 (1999-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Diversified portfolio and S&P 500 index returns since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P 500 average annual returns: 10.5%

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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