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S&P 500 bear markets and the current downturn, declines and duration

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

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Average monthly US equity market returns 1971-2021

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

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Inflation expectations and EAFE/US performance since 1992

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

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Combined weight of the five largest S&P 500 stocks since 1990

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

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Short term: Valuation doesn't drive markets and Long-term: Valuation is very important

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

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S&P 500 median forward P/E September 30, 1995 - March 31, 2022

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

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Fed funds rate minus expected inflation (5-year) often referred to as the "real" fed funds rate

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

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Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since since 1989

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

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Growth stock valuation premium vs. long-term average since 1996

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

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Asset correlation matrix

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

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