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Patrick Bourbon | Jan 20, 2026

Berkshire Hathaway Balance Sheet

Asset Allocation

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Patrick Bourbon | Jan 20, 2026

Only 2% of ALL Equity Large-Cap Funds Remained in the Top Half Over a Five-Year Period

Wealth Management

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Patrick Bourbon | Jan 19, 2026

Weight of Top 10 Names in the S&P 500, 1970-2025

Asset Allocation

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Patrick Bourbon | Jan 19, 2026

Annualized S&P 500 Return by Decade

Returns

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Patrick Bourbon | Jan 19, 2026

30Y Mortgage and 10Y US Treasury Yield Spread

Economy

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Patrick Bourbon | Jan 16, 2026

Investment growth 2000-2010 & Hypothetical Investment Growth 2011-2024

Returns

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Patrick Bourbon | Jan 16, 2026

Major Asset Classes' 10-year Rolling Returns Above Cash (1970 to present)

Asset Allocation

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Patrick Bourbon | Jan 16, 2026

Major Asset Classes' Rolling 10-year Sharpe Ratio (1970 to present)

Asset Allocation

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Patrick Bourbon | Jan 15, 2026

S&P 500 vs. MSCI World Ex-USA

Valuation

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Patrick Bourbon | Jan 15, 2026

Major Asset Classes' Cumulative Returns Above Cash (1970 to Present)

Asset Allocation

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Patrick Bourbon | Jan 15, 2026

Cycles of DM ex-U.S. outperformance and USD

Returns

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Patrick Bourbon | Jan 14, 2026

20-year manager return dispersion and growth of capital

Asset Allocation

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