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    

Blog

us.jpg   fr.jpg

Rolling 5-Year S&P 500 Correlations

rolling5yearcorrelationstoS&P500.PNG

Value of Saving $300/Month with 8% Returns with Good/Bad Decades

valueofsaving$300permonth.PNG

"Different" (Broadly Diversified) Portfolio (1989-2015)

differentbroadlydiversifiedportfolio.PNG

Changing Impact of Loss-Makers in the Post Crisis Era

changingimpactoflossmakersinthepostcrisisera.PNG

A Much Higher Percentage of Loss Making Companies in Small Cap Indices Suggest Greater RIsk for Indexation (1989-2015)

higherpercentageoflossinsmallcapindex.PNG

Over the Last Two Decades, Earners Have Dramatically Outperformed Non-Earners

earnersoutperformingnonearners.PNG

High Debt Companies in the Russell 2000 Have Outperformed (2009-2015)

higherdebtinrussell2000haveoutperformed.PNG

High Quality (Return on Invested Capital) Small Cap Companies Have Outperformed Over the Long Term (1999-2015)

highqualityhavebeatenlowqual.PNG

Percentage, On Average, That Stocks Outperform Fixed-Income Investments (1926-2015)

percentageofstocksonavgthatbeatfixedincomeinv.PNG

S&P 500 Annual Performance Since 1928

s&p500annualperf.PNG

Syndicate content