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Popular investment asset classes real return forecast

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2024

Returns

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Cumulative loss of value factor since most recent peak (FT 1826-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2024

Economy

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Time in the market is more important than timing the market (2004-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 22nd, 2024

Economy

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Trend-Following Performance vs World Stocks Since Inception of BTOP50 (1985-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 22nd, 2024

Returns

Trend-Following Performance vs World Stocks Since Inception of BTOP50

Popular strategies performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2024

Wealth Management

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Total return over during crisis

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2024

Economy

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Allocation and Drawdowns of Traditional Equity Portfolios (Bloomberg 1987-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2024

Economy

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Long-term US government bond rolling 10-year annualized returns (BofA 1936-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2024

Returns

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Stock-Bond Correlation for the United States (1875-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2024

Valuation

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Bonds and Gold features (1973-2024)