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Home > Returns

Returns

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A $500,000 portfolio's recovery from a 20% decline

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

A $500,000 portfolio's recovery from a 20% decline.png

U.S. equities at 70-year highs vs. European equities

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

U.S. equities at 70-year highs vs. European equities.png

The bond rally of a lifetime vs. S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

The bond rally of a lifetime vs. S&P 500.png

Stocks were up 97% of the time considering ten-year holding periods since 1937

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 97% of the time considering ten-year holding periods since 1937.png

Stocks were up 90% of the time considering five-year holding periods since 1937

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 90% of the time considering five-year holding periods since 1937.png

Value generally outperforms growth on a rolling five-year basis

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Value generally outperforms growth on a rolling five-year basis.png

Red Burgundy is the only wine category whose returns have beaten the stock market since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Red Burgundy is the only wine category whose returns have beaten the stockmarket since 2003.png

Industry composition in MSCI emerging market index: 1995-2018

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2019

Industry composition in MSCI emerging market index 1995-2018.png

S&P 500 cumulative price return versus total return since inception

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2019

S&P 500 cumulative price return versus total return since inception.png

Regression to the mean = Down 53% from 7/19/2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2019

Regression to the mean = Down 53% from.png

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