Returns

The global stock market drop in late 2018 offered a lesson in investor behavior

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2019

The global stock market drop in late 2018 offered a lesson in investor behavior.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Cumulative returns of trend following and global 60 to 40 since 2000.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Descending terminal yields since 1983.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Three centuries of long-term yields in the U.K..png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

A $500,000 portfolio's recovery from a 20% decline.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

U.S. equities at 70-year highs vs. European equities.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

The bond rally of a lifetime vs. S&P 500.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 97% of the time considering ten-year holding periods since 1937.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 90% of the time considering five-year holding periods since 1937.png

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Value generally outperforms growth on a rolling five-year basis.png