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Home > Returns

Returns

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Annual Return on Asset Allocation from 2002-2016

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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60/40 Stock/Bond Portfolios have Delivered a CPI of 5% since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

60-40 Portfolios Have Delivered CPI of 5%.png

Active vs Passive: US Equity Mutual Funds Net Flows Since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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DJIA Daily Returns Since 1985: Normal, Actual and 'Heavy Tail' Distribution

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Stocks vs Bonds and their Correlations Since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Global Economic Policy Uncertainty Index vs VIX Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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UK Long-Term Yields Since 1713

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Gold vs S&P 500 Returns in Presidential Transition Years Since 1974

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Annuities And Risk Tolerance

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Individual Retirement Account: Traditional IRA vs Roth IRA

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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