us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

Historically, high-yielding dividend stocks enhanced portfolio returns since 1957

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

525.png

Total return indexes since 1802

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

523.png

Risk/return of long-term government bonds by decade (total returns)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

521.png

60/40 total return (w/ annual rebalance): 4-month % change

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

498.png

S&P 500 intra-year declines vs. calendar year returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

497.png

Us minus emerging markets: Monthly rolling annual returns, 1987-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

486.png

US minus developed stocks: Monthly rolling annual returns, 1987-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

485.png

Average return before, during, and after initial fed rate hikes since 1994

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

471.png

Annualized average adjusted return (AAAR) for major asset classes since Q1 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

467.png

Actively managed mutual funds with top-quartile returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

465.png

Syndicate content