Returns

Relative performance of U.S. equity and non-U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of U.S. equity and non-U.S. equity since 1980.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of large-cap and small-cap U.S. equity since 1980.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of developed and emerging-market equity since 1980.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of cheapest quintile of PtoB vs. highest (1960-1989 vs. 1990-2018).png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Portfolio returns vs. 20-year annualized returns of various asset classes.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Performance comparison of endowments and a traditional 60-40 portolio.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Non-rebalanced 60-40 portfolios exhibited risks similar to that of a rebalanced 80-20 portfolio.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Investor returns vs. fund returns for the 10 years ended December 31, 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Equity allocation of 60-40 portfolio, rebalanced and non-rebalanced, 1960 through 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Asset allocation can add up to 75 basis points of value annually to a portfolio.png