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Returns

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Traditional 60/40 Portfolio Return By Decade vs. Discount Rate (Global Financial Data 1930-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on December 5th, 2020

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Individual Investors Have Underperformed Market Indices (Ned Davis Research 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2020

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International Equities are Attractive (Dodge & Cox Research 2003-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 2nd, 2020

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20-year annualized returns by asset class (JPM Research 1999-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2020

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Think Beyond S&P 500 Index (1995-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2020

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Reasons to Sell (S&P Data 2009-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2020

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Corporate debt leverage ratios the worst outside of a recession (FactSet 1980-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2020

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Maximum Drawdown of S&P500 (Rolling 10-Year, Weekly Data)

Submitted by Your Personal CFO - Bourbon Financial Management on November 24th, 2020

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Remaining Invested Is Critical (FactSet 1999-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2020

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Historical Gold Bull Markets (Bloomberg Data 1974-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2020

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