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US Real Estate vs US Equities Earnings Multiple Spreads (2005-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2024

Valuation

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New Historical Record of US Stock and Bond Performance (1793-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2024

Returns

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Long Doldrums For Stocks In The US

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

Returns

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Worst Rates OF Return Over Lengthy Holding Periods

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

Returns

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Small is less than 4% of the US equity market (Jefferies 1930-2024)

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

Economy

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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

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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

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Foreign Small/Mid -25th Percentile Active Manager Rolling 12-Month Excess Return (Factset 2001-2023)

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

Wealth Management

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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

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