us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

Over the long-term, moderate levels of inflation are normal

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture15.png

Relative valuation of MSCI ACWIXUS small cap growth and value indices

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture14.png

Annual style rotation in ACWI ex US small cap

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture13.png

Small caps have beaten inflation in every decade since the 1930's

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture12.png

Russell 2000 calendar-returns and intra-calendar-year largest declines since 1996

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture11.png

1 year and 3 year performance from initial fed tightening (%) since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture10.png

Russell 2000 vs. Russell 1000 median LTM EV/EBIT

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture9.png

Weight of top 5 S&P 500 stocks vs. small cap relative performance since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture8.png

Small-cap and large-cap market cycles since 1931

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture7.png

Historically, core bonds have outperformed cash allocations over longer horizons

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

Picture5.png

Syndicate content