us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

Historical Rolling 5-Year Sharpe Ratios for Four Asset Classes (1960-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

histrolling5yearsharperatiosforfourassetclasses.png

Recoveries Have Been Worse of Late (1982-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

recoverieshavebeenworse.png

S&P 500 Real Growth of $1 Since 1929 till Today

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

S&P500growth.PNG

Forecasting is Difficult so Focus on Valuations (Mar 1968-Mar 2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

forecastingisdiffsofocusonval.png

Benchmarks Increase Duration When Least Needed (Jan 1988-Jan 2016)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

benchmarkincreasedurationwhenleastneeded.png

Volatility Across Asset Classes and Countries

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

volatilityconsiderations.png

Longer Holding Periods Have Historically Rewarded Investors

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

longerholdingperiodshavehistrewardedinvestors.png

Average Annual Returns of the S&P 500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

avgannualreturnsofS&P500index.png

How These Strategies Have Compared in Historical Down Markets as Defined by the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

strategiesduringhistoricaldownmkts.png

Classic 60/40 Portfolio Drawdowns

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

classic60to40portfoliodrawdowns.png

Syndicate content