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Real Broad Trade-Weighted US Dollar Real Effective Exchange Rate: % Over (Under) Valued

Submitted by Your Personal CFO - Bourbon Financial Management on December 16th, 2025

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The Dalbar Study: Average Equity Fund Investor vs. Indexes Over 30 Years

Submitted by Your Personal CFO - Bourbon Financial Management on December 16th, 2025

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Percentage of Companies Outperforming the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on December 15th, 2025

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International Markets Offer a Premium Relative to Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on December 15th, 2025

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Annualized Rolling Ten Year Relative Total Return of Growth vs Value

Submitted by Your Personal CFO - Bourbon Financial Management on December 12th, 2025

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Investors are the most UW US dollar since May 2006

Submitted by Your Personal CFO - Bourbon Financial Management on December 12th, 2025

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Biggest S&P 500 Index Rallies over 27 Trading Days (1950 - 2025)

Submitted by Your Personal CFO - Bourbon Financial Management on December 11th, 2025

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Historical Rolling Best and Worst Annualized Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on December 11th, 2025

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Equities just had one of the sharpest drawdowns in the last 75 years but have recovered

Submitted by Your Personal CFO - Bourbon Financial Management on December 10th, 2025

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Various Currencies (LOG), in gold, 100 = 08/1971, 08/1971 - 04/2025

Submitted by Your Personal CFO - Bourbon Financial Management on December 10th, 2025

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