Home > Returns

Returns

us.jpg   fr.jpg

U.S. 10Y Yields

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2020

81.png

S&P 500 vs. Financials (Bloomberg Data 2007-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2020

15120784-YrI1FEU5.png

Stocks have trended higher regardless of which party has been in office (Morningstar Data 1933-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2020

image006.png

Value Is Not Unique... All Factors Have Long Dry Spells ( Research Affiliates 1962-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2020

66 (1).png

European equities' absolute and relative performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2020

73.png

Value Has Underperformed Since 2006 ( Research Affiliates 1963-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2020

65 (1).png

Asset Class Returns

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2020

72.png

True core bond funds have provided diversification from equities

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2020

72.png

The Trade-Weighted U.S. Dollar (versus major currencies) in a Historical Context

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2020

68.png

Recessions are painful, but expansions have been powerful

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2020

71.png

Syndicate content