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Individual Evergreen Private Equity Fund Performance Compared to MSCI ACWI

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2026

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NCREIF Property Index

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2026

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How does holding more cash impact your returns?

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2026

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Market Crash Timeline: Growth of $1 and the US Stock Market's Real Peak Values

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

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S&P 500 Index excluding best and worst days

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

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S&P 500 Dividend Yield vs. 10 Year Treasury Yield: 1900-2025

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

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International Value vs. Growth relative valuations

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2026

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Average Returns in Different Valuation and Yield Regimes

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2026

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S&P 500 Real Return Decomposition: Backward-Expanding Averages

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2026

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S&P 500 Level % Off High

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

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