Returns

Value-Add in Basis Points of Best Practices in Wealth Management

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2018

Returns

Value-Add in Basis Points of Best Practices in Wealth Management.png

Ten-Year Annualized Real Return For A 60/40 Balanced Portfolio Since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2018

Returns

Ten-Year Annualized Real Return For A 60-40 Balanced Portfolio Since 1930.png

Dow Jones Industrial Average Since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2018

Returns

Dow Jones Industrial Average Since 1900.png

Correlation of Monthly Hypothetical Excess Returns : Russell 1000 Factor Indexes

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2018

Returns

Correlation of Monthly Hypothetical Excess Returns - Russell 1000 Factor Indexes.png

Managed Futures Correlation In Bull and Bear Markets Vs. S&P 500 Total Return Index Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Managed Futures Correlation In Bull and Bear Markets Vs. S&P 500 Total Return Index Since 2000.png

Recent Performance of Managed Futures and Equities and Their Correlation Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Recent Performance of Managed Futures and Equities and Their Correlation Since 2000.png

Percentage of Funds that Outperformed the Russell 1000 Index, Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Percentage of Funds that Outperformed the Russell 1000 Index, Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods.png

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20-Year Annualized Returns by Asset-Class Since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

20-Year Annualized Returns by Asset-Class Since 1998.png

Range of Stock, Bond and Blended Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Range of Stock, Bond and Blended Total Returns.png

Performance of Differently Balanced Portfolios Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Performance of Differently Balanced Portfolios Since 2003.png

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