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EM index relative to the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Tech vs. S&P 500 since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Average hypothetical performance during recent severe downturns

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Previous US bear markets: Characteristics and performance

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 performance and key market events since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Ratio of real assets blend vs. global equities since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Real assets are trading near 20-year lows relative to stocks

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Morningstar style box YTD performance

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Bloomberg US aggregate bond index since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 with & without its best & worst days since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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