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

Feast or Famine (FactSet 1926-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 6th, 2020

1 (14).png

Traditional 60/40 Portfolio Return By Decade vs. Discount Rate (Global Financial Data 1930-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on December 5th, 2020

1 (12).png

Individual Investors Have Underperformed Market Indices (Ned Davis Research 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2020

Picture 12.png

International Equities are Attractive (Dodge & Cox Research 2003-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 2nd, 2020

15120784-OMs2C5Sj (1).png

20-year annualized returns by asset class (JPM Research 1999-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2020

15120784-oeHesgFP.png

Think Beyond S&P 500 Index (1995-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2020

1 (7).png

Reasons to Sell (S&P Data 2009-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2020

15120784-OdhjirsP (1).png

Corporate debt leverage ratios the worst outside of a recession (FactSet 1980-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2020

15120784-NRTYH5f2.png

Maximum Drawdown of S&P500 (Rolling 10-Year, Weekly Data)

Submitted by Your Personal CFO - Bourbon Financial Management on November 24th, 2020

79a.png

Remaining Invested Is Critical (FactSet 1999-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2020

15120784-LvS5FNIn.png

Syndicate content