Home > Returns

Returns

us.jpg   fr.jpg

European Equities at Cyclical Low Compared to U.S. Peers

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2016

Screen Shot 2016-07-15 at 2.17.24 PM.png

Active and Passive Management Each Tend to Work Well in Cycles

Submitted by Your Personal CFO - Bourbon Financial Management on July 1st, 2016

11.png

Emerging Market Currency are Cheaper Now than in the Crises of 2002/2009

Submitted by Your Personal CFO - Bourbon Financial Management on July 1st, 2016

image (1).png

Staying the Course through Ups and Downs Shows Benefits in the Long Term

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2016

Screen Shot 2016-06-24 at 11.10.44 AM.png

Fees have a Huge Impact on the Returns of Actively Managed funds, Most Funds Underperform their Benchmarks as a Result

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2016

Screen Shot 2016-06-17 at 10.33.20 AM.png

Even the most successful funds in the past decade have multiple years of underperformance

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2016

87d62abb-da85-406e-b6b8-221f0a8d6357.png

Small Cap Stocks with Positive Earnings are Finally Outperforming

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2016

Russell 2000 Average Annualized Return by EBIT.png

Hedged Global Outperforms US Bonds when US Rates Have Risen

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2016

image3.JPG

Moody's Baa Corporate Bond Yeild

Submitted by Your Personal CFO - Bourbon Financial Management on May 27th, 2016

MoodysBAA.png

Bank of America Merrill Lynch US High Yield Option Spread

Submitted by Your Personal CFO - Bourbon Financial Management on May 27th, 2016

BofA.png

Syndicate content