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Ownership of US equity market since 1945

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Money has been pouring out of active funds and into passive since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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2014 study claims high duration + high active share has resulted in abnormal annual excess net returns from 1995-2013

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Price/earnings ratios by market cap since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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3-12 month T-bills offer high yields and low risk

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Yield-per-unit-of-duration for 1-3 year corporates soars

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Relative valuation of cheapest 50% of US stock market vs. expensive less average since 1981

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Best times to overweight allocations of equities vs. fixed income since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Fed funds % since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Impact of a 1% rise or fall in interest rates

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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