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MegaCap dominance is not new (Montanaro Asset Management, 1973-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 31st, 2025

MegaCap dominance is not new (Montanaro Asset Management, 1973-2024).png

US comprises of the MSCI world index, exceeding the early 70s Nifty-50 era (Datastream, 1970-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 31st, 2025

US comprises of the MSCI world index, exceeing the early 70s Nifty-50 era (Albert Edwards, 1970-2024).png

Healthcare spending as a percentage of GDP (World Bank, 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on January 31st, 2025

Healthcare spending as a percentage of GDP (World Bank, 2023).png

The global wealth pyramid (2023)

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

The global wealth pyramid.png

Top Advisor Average Expected 10-Year Returns

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

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Percentage of adults by wealth band in sample of markets (Wealth Report, 2000-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

Percentage of adults by wealth band in our sample of markets.png

Since the financial crisis US real house prices have risen by more than 50 per cent

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

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Index of US House Price to Rent Ratio

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

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The expected 10-year return on a 60/40 portfolio has varied through time (Wellington, 2001-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

The expected 10-year return on a 60:40 portfolio has varied through time.png

Bond yields have surpassed the S&P 500 Index earnings yield (Wellington, 1996-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

Bond yields have surpassed the S&P 500 Index earnings yield.png

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