Blog

Asset allocation can add up to 75 basis points of value annually to a portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Asset allocation can add up to 75 basis points of value annually to a portfolio.png

10-year asset class return outlooks as of March 31, 2019

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Returns

10-year asset class return outlooks as of March 31, 2019.png

Returns on the MSCI All Country World ex-U.S. vs. the S&P 500 since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Returns on the MSCI All Country World ex-U.S. vs. the S&P 500 since 1997.png

U.S. high yield spreads and high yield default rates during recessions since 1987

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Economy

U.S. high yield spreads and high yield default rates during recessions since 1987.png

State and local and federal net debt since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Economy

State and local and federal net debt since 1930.png

Relative price-to-book ratio since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Wealth Management

Relative price-to-book ratio since 2000.png

Private equity outperformance vs. public markets on a 10-year rolling basis since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Wealth Management

Private equity outperformance vs. public markets on a 10-year rolling basis since 1991.png

U.S. debt to GDP ratios since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Economy

U.S. debt to GDP ratios since 1975.png

U.S. dollar in historical perspective

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Economy

U.S. dollar in historical perspective.png

Historically, emerging market debt has rebounded quickly from a downturn

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2019

Historically, emerging market debt has rebounded quickly from a downturn.png

Asset allocation can add up to 75 basis points of value annually to a portfolio

10-year asset class return outlooks as of March 31, 2019

Returns on the MSCI All Country World ex-U.S. vs. the S&P 500 since 1997

U.S. high yield spreads and high yield default rates during recessions since 1987

State and local and federal net debt since 1930

Relative price-to-book ratio since 2000

Private equity outperformance vs. public markets on a 10-year rolling basis since 1991

U.S. debt to GDP ratios since 1975

U.S. dollar in historical perspective

Historically, emerging market debt has rebounded quickly from a downturn

Recent Blog Posts

Categories