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Average hypothetical performance during recent severe downturns

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Previous US bear markets: Characteristics and performance

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500: Growth of $100,000 hypothetical portfolio over 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 performance and key market events since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Growth of $1,000,000 since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Ratio of real assets blend vs. global equities since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Real assets are trading near 20-year lows relative to stocks

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Bloomberg Barclays aggregate, total return (1977-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Morningstar style box YTD performance

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Bloomberg US aggregate bond index since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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