Home > Returns

Returns

us.jpg   fr.jpg

Portfolios of "Top Dogs" Underperform the Market (Advisor Symposium 2019)

Submitted by Your Personal CFO - Bourbon Financial Management on February 22nd, 2021

Picture58.png

10 Largest Russell 1000 Companies (FactSet 2000-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on February 22nd, 2021

Picture10.png

Deja Vu All Over Again (FactSet 1996-2020)

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

Picture7.png

Annual returns by asset class

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

141.png

Fama/French total US market research index returns, July 1926 - December 2019

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2021

139.png

Bloomberg Barclays US Aggregate Yield-to-Worst and CPI (Advisor Perspectives 1976-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on February 15th, 2021

Picture2.png

Bear markets' drawdowns and returns after them

Submitted by Your Personal CFO - Bourbon Financial Management on February 13th, 2021

128.png

S&P500 rolling 10-year average annual total returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 12th, 2021

134.png

We just experienced the fastest 30% fall on record

Submitted by Your Personal CFO - Bourbon Financial Management on February 11th, 2021

133.png

S&P500 rolling 10-year average annual total returns 1937-2019

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2021

111.png

Syndicate content