Blog

Small-Cap vs S&P500 iNDEX (Bloomberg 2000-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2024

Returns

экрана 2024-09-23 в 10.27.12 PM.png

Small and Mid-Cap vs Large-Cap Tech (Bloomberg 2000-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2024

Returns

экрана 2024-09-23 в 10.27.03 PM.png

Small Cap Stocks Have Won Over Time (Morningstar 1926-20023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2024

Returns

экрана 2024-09-23 в 10.21.33 PM.png

Worst Rates Of Return Over Lengthy Holding Periods (McQuarrie)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2024

Returns

экрана 2024-09-23 в 10.21.21 PM.png

Households by Income Percentile (FED)

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

Economy

экрана 2024-09-23 в 10.20.01 PM.png

Warren Buffett's surging cash pile (1992-2023)

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

Wealth Management

экрана 2024-09-23 в 10.19.42 PM.png

Growth of a $10,000 investment (Morningstar 1973-2024)

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

Returns

экрана 2024-09-23 в 10.30.31 PM.png

US home price growth by decade (ResiClub)

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

Economy

экрана 2024-09-23 в 10.30.44 PM.png

CTA 6-month Rolling Returns vs S&P 500 6-month Rolling Returns (Bloomberg)

Submitted by Your Personal CFO - Bourbon Financial Management on November 13th, 2024

Returns

экрана 2024-09-23 в 10.19.15 PM.png

Stock & Bond Correlation (Morningstar 1960-2023)