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2022 Q4 percent returns vs. 2022 annual percent returns

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

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Ten-year yield-to-worst range December 2011-December 2022

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

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Elevated yields suggest attractive five-year forward returns

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

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Higher expense ratios were associated with lower excess returns for US funds

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

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No safe space in the world of bonds

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

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The case for diversification

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

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Historically, the first halves of bull markets usually outperform the second

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

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FAMA/French total US market research index returns, July 1, 1926-December 31, 2021

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

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S&P 500 index total returns in USD, January 1926-September 2022

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

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S&P 500 / emerging markets

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

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