Valuation

Success Rate of Funds Since 1997: Active Funds with Both Lowest Cost and Highest Ownership More Frequently Outpaced Indexes

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

Success Rate of Funds by Category Since 1997 - Active Funds with Both Lowest Cost and Highest Ownership More Frequently Outpaced Indexes.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 16th, 2017

Percent of People Who Could Have Saved Money by Refinancing Their Mortgage Loans in 2010.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 16th, 2017

10 Largest Banks in the World by Assets.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 9th, 2017

Valuations at Most Recent Market Peaks vs March 31, 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 9th, 2017

Ranking of PE Monthly Observations Since 1880.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 9th, 2017

Changes in Leadership Position - US vs Non-US Developed Equity Markets Since 1972.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 9th, 2017

Changes in Leadership Position - US vs Non-US Developed Equity Markets Since 1972.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Percent of Active Equity Funds that Outperformed their Benchmarks by Time Horizons and Costs.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Patience Is Necessary - Number of Successful Active Equity Funds vs Number of Consecutive Years of Underperformance in 15 Years Time Frame.png

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Excess Return Volatility of Active Funds vs Smart Beta ETFs across International Equity Categories.png