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Increased Credit Risk can Also Mean Greater Losses

Submitted by Your Personal CFO - Bourbon Financial Management on June 13th, 2025

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U.S. Outperformance vs. Europe: Unprecedented in Our Investing Careers (%) (1970-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2025

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Market Declines and Subsequent Recoveries

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

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Russell 2000 vs Russell 10-Year Average Annualized Total Return Spread (%) (1998-2024)

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

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1-Year vs. 10-Year Risk/Return by Asset Class

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

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S&P 500 Lags By Most in 32 Years (Since 1993)

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

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S&P 500 Annual Return and Max. Intra-year Drawdown (1928-2024)

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

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Nominal Returns Comparison (Expected 10Y)

Submitted by Your Personal CFO - Bourbon Financial Management on June 8th, 2025

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Cumulative Total Returns: 2000-2009

Submitted by Your Personal CFO - Bourbon Financial Management on June 8th, 2025

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Return spreads between Small Caps and Large Caps (1930-2024)

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

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