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Value Underperformance Globally has Reached Historical Levels (Bloomberg Data 1975-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2021

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Expected asset class returns (Charles Schwab 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2021

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Outperformance of Growth over Value has Reached Record Levels (Bloomberg Data 1990-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2021

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International equities versus U.S equities (Bloomberg Data 1974-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2021

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Growth Outperformance Highest Since Dot.Com Bubble (Bloomberg Data 1998-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2021

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Yield Curve Slope and Recessions (Charles Schwab 1978-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2021

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Top 5 Stocks in the S&P 500 have Largest Concentration in its History (Bloomberg Data 1990-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2021

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U.S Fed Funds Effective Rate and 10-Year Treasury Yield (Bloomberg Data 1993-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2021

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Top 5 Stocks have Driven the Returns of the S&P 500 Year-to-Date (Bloomberg Data 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2021

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U.S bull and bear markets (Bloomberg Data 1966-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 2nd, 2021

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