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Asset Class Total Returns Since 2011 (Data via YCharts as of 12/5/25)

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2026

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Market Cap Weight of US S&P Indexes

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2026

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S&P 500 Bull and Bear Markets (Total Returns, June 1949-June 2025)

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2026

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S&P 500 forward P/E ratio vs subsequent 10-year annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2026

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US Equity Risk Premiums Are in Negative Territory

Submitted by Your Personal CFO - Bourbon Financial Management on May 27th, 2026

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S&P 500 Operating Profit Margins

Submitted by Your Personal CFO - Bourbon Financial Management on May 25th, 2026

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The Worst Years Ever For a 60/40 Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2026

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PE10 Valuations Across Countries

Submitted by Your Personal CFO - Bourbon Financial Management on May 21st, 2026

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US Equity Leadership Cycles & Peaks

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2026

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Aggregate US Equities Market Cap as a Percent of Gross Domestic Income

Submitted by Your Personal CFO - Bourbon Financial Management on May 17th, 2026

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