Returns

Worst Rates OF Return Over Lengthy Holding Periods

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2024

Returns

экрана 2024-09-23 в 7.22.14 PM.png

Correlation with Total Stock Market for Total Monthly Returns (Factset 1999-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 14th, 2024

Returns

экрана 2024-09-23 в 7.21.42 PM.png

MSCI EAFE Small Cap & MSCI EAFE Large Cap Cumulative Returns (Morningstar 2001-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2024

Returns

экрана 2024-09-23 в 7.21.28 PM.png

International Small vs Large Rolling 5-Year Excess Returns (Morningstar 2005-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

экрана 2024-09-23 в 7.20.49 PM.png

20-year manager return dispersion and growth of capital (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

экрана 2024-09-23 в 7.20.36 PM.png

Correlation of Returns and Holding Time of Assets

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2024

Returns

экрана 2024-09-23 в 7.20.21 PM.png

MSCI ACWI returns (MSCI 1984-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 8th, 2024

Returns

экрана 2024-09-03 в 7.03.25 AM.png

Relative Periods of Outperformance US vs International Equities (MSCI 1984-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 7th, 2024

Returns

экрана 2024-09-03 в 7.03.12 AM.png

Rolling 10-year US Stock Returns (1914-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 7th, 2024

Returns

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Average Dow % Change in Year Before Election (Bloomberg)

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2024

Returns

экрана 2024-09-03 в 7.02.02 AM.png