Returns

Annualized Returns as of June 30, 2024

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

Returns

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S&P500 returns if you invested in different times

Submitted by Your Personal CFO - Bourbon Financial Management on January 8th, 2025

Returns

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US Large Company Stock Total Returns (Log Scale)

Submitted by Your Personal CFO - Bourbon Financial Management on January 8th, 2025

Returns

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Fixed Income Spread Percentile (% of Time Spent at or Below Current Spreads Historically)

Submitted by Your Personal CFO - Bourbon Financial Management on January 7th, 2025

Returns

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100% lump-sum investing versus DCA

Submitted by Your Personal CFO - Bourbon Financial Management on January 7th, 2025

Returns

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If you're considering this SELLER... maybe consider this BUYER

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2025

Returns

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Time IN the Market

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2025

Returns

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Trailing 10Y IQ Spread (as of 12/31/2023, Vintage Years 2012-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on December 26th, 2024

Returns

Relative Cumulative Performance of Small-Caps vs Large-Caps (1931-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2024

Returns

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S&P 500 Top 10 vs 490 Equal Weighted (Standard & Poor's 1957-2023)