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Returns

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Our base-case five-year expected return for the Traditional 60/40 is less than 1%

Submitted by Your Personal CFO - Bourbon Financial Management on April 20th, 2021

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Duration in the Agg Index (1996-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 19th, 2021

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Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 18th, 2021

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Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 16th, 2021

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The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

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Bull and Bear Markets (Morningstar 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2021

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S&P 500 vs. Corporate Profits After Tax (RIA 1970-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2021

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5 Year Rolling Performance of the S&P 500 (Blue Ocean 1932-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on March 28th, 2021

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