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    

Home > Asset Allocation

Asset Allocation

us.jpg   fr.jpg

10-year return projections for the liquid asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture2.png

Concentration measured as percent of total market capitalization of the S&P 500 since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2021

11.18.21.png

Rolling three-year returns annualized (100% Stock vs. 60/40 Portfolio) since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2021

11.04.21.png

Value Has Underperformed since 2006 (Source: RAF Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2021

August 28.png

Comparison of current asset class yields & historical ranges since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2021

August 16.png

Historical Annual Return (Source: Morningstar Direct Data)

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2021

August 8.png

Ownership of US corporate stock (Source: Tax Policy Center, 2019)

Submitted by Your Personal CFO - Bourbon Financial Management on July 23rd, 2021

July 23.png

Asset-class return outlooks (Source: Vanguard Investment Strategy Group)

Submitted by Your Personal CFO - Bourbon Financial Management on July 21st, 2021

July 21.png

Annual returns by asset class

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2021

141.png

Shiller P/E ratio across Europe, US and EM

Submitted by Your Personal CFO - Bourbon Financial Management on February 9th, 2021

131.png

Syndicate content