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Active equity mutual fund and best idea stocks, net annual returns

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

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Active equity opportunity, Dec. 1997 to Feb. 2020

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

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Rolling monthly three-year periods, 1986 to 2019

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

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US owners' equity in household real estate since 1960

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

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Case-Shiller home price index: National (I:CSHPIN) since 1990

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

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Case-Shiller home price index: National (I:CSHPIN) % off high since 1990

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

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Hedge fund strategy performance: CAGRS and correlations, 2003 to 2022

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

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60/40 portfolio plus 20% alternative allocation: Max drawdowns, 2003 to 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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10 largest Russell 1000 companies as of 3/31/2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Private markets have historically outperformed public equities since 1992

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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