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Home > Asset Allocation

Asset Allocation

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Asset allocation by institutional segment

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Hedged strategies offer diversification

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Average investor allocation to equities vs. 10 year forward annualized price return

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Average investor allocation to equities vs. 10 year forward annualized price return since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Real return forecasts of different stocks and bonds

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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2013-2022 return quilt

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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2022 Q4 percent returns vs. 2022 annual percent returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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The case for diversification

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Asset allocation of never rebalanced versus annually rebalanced 60/40 portfolio since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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