Blog

Trend: shift from active to passive management

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2019

US-Investments

Trend - shift from active to passive management.png

Equities periodically suffer significant drawdowns

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2019

US-Investments

Equities periodically suffer significant drawdowns.png

The long-short size factor in the US stock market

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2019

US-Investments

The long-short size factor in the US stock market.png

US listed domestic companies

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2019

US-Investments

US listed domestic companies.png

Annualized returns over cash, five year rolling windows since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2019

Returns

Annualized returns over cash-five year rolling windows since 2000.png

MSCI all country world ex-US and S&P 500 index

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2019

US-Investments

MSCI all country world ex-US and SP 500 index.png

To rebalance or not to rebalance?

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2019

US-Investments

To rebalance or not to rebalance.png

Rolling 20-year annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2019

US-Investments

Rolling 20-year annualized returns.png

P/B spread, S&P 500, value vs. market

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2019

US-Investments

PB spread, S&P 500, value vs. market.png

Fwd. P/E spread, S&P 500 value vs. market since 1986

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2019

US-Investments

Fwd. PE spread S&P 500 value vs. market since 1986.png

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