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 > Asset Allocation

Asset Allocation

us.jpg   fr.jpg

2013-2022 return quilt

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture143.png

2022 Q4 percent returns vs. 2022 annual percent returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture132.png

The case for diversification

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture127.png

Asset allocation of never rebalanced versus annually rebalanced 60/40 portfolio since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

Picture107.png

Historical returns coming from different allocations of stocks vs. bonds since 1926

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

Picture57.png

10-year return projections for the liquid asset classes

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

Picture2.png

Concentration measured as percent of total market capitalization of the S&P 500 since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2021

11.18.21.png

Rolling three-year returns annualized (100% Stock vs. 60/40 Portfolio) since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2021

11.04.21.png

Value Has Underperformed since 2006 (Source: RAF Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2021

August 28.png

Comparison of current asset class yields & historical ranges since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2021

August 16.png

Syndicate content