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Valuations vs Allocations

Submitted by Your Personal CFO - Bourbon Financial Management on June 13th, 2026

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Valuations vs Allocations

Submitted by Your Personal CFO - Bourbon Financial Management on June 13th, 2026

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The Hypothetical Impact and Falling Rates on Treasuries (%, as of 9/30/25)

Submitted by Your Personal CFO - Bourbon Financial Management on June 13th, 2026

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The Hypothetical Impact and Falling Rates on Treasuries (%, as of 9/30/25)

Submitted by Your Personal CFO - Bourbon Financial Management on June 13th, 2026

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The Hypothetical Impact and Falling Rates on Treasuries (%, as of 9/30/25)

Submitted by Your Personal CFO - Bourbon Financial Management on June 13th, 2026

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US and European Equities used to travel a very similar path

Submitted by Your Personal CFO - Bourbon Financial Management on June 13th, 2026

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5Y Total Return CAGR for Major Indices through Sept. 30, 2025

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2026

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Valuation and Gold's Real Expected Return

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2026

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Assets are dominant in the World Portfolio, both in equities and bonds

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2026

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Cumulative Price Increases in the US over the Last 5 Years

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2026

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