Returns

MSCI Europe/U.S. vs. Relative P/E Ratio (1970-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 11th, 2025

Returns

Chart 8 11 pm.png

While Early Rate Cuts Historically Bode Well For Rate Returns, the Latest Cycle Stands Out (%) (1989-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 10th, 2025

Returns

Chart 8 10 pm.png

Agency Mortgage-Backed Securities (MBS) | Asset Class Provides High Quality Yield Pickup (1995-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on August 10th, 2025

Returns

Chart 8 10 am.png

Starting Yields Are Strongly Correlated with 5-Year Forward Returns (%) (1978-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 9th, 2025

Returns

Chart 8 9 pm.png

S&P 500 Forward P/E Ratios and Subsequent 10-Year Returns (%)

Submitted by Your Personal CFO - Bourbon Financial Management on August 9th, 2025

Returns

Chart 8 9 am.png

Market Concentration Has Been Increasing (%) (1952-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2025

Returns

Chart 8 7 pm.png

The Magnificent 7 Effect ($) (Dec. 2022-Dec. 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2025

Returns

Chart 8 7 am.png

Total Return (%YoY) Global Equities vs. G7 10-Year Government Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2025

Returns

Chart 8 6 am.png

Aggregate Financial Asset Allocation Across Households, Mutual Funds, Pension Funds, and Foreign Investors (%) (1990-2030)

Submitted by Your Personal CFO - Bourbon Financial Management on August 5th, 2025

Returns

Chart 8 5 pm.png

The Stock and Earnings (S&P 500 Index price and trading earnings-per-share) (1990-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2025

Returns

Chart 8 4 pm.png