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Home > Returns

Returns

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Exhibit 13: CDLI Total Return (Sep 2004-Jun 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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Likelihood of stocks outperforming bonds in the US

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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Stocks vs bonds in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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30- Year Starting Safe Withdrawal Rate %, by Asset Allocation, 90% Success Rate

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2025

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The expected 10-year return on a 60/40 portfolio has varied through time (Wellington, 2001-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

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Bond yields have surpassed the S&P 500 Index earnings yield (Wellington, 1996-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

Bond yields have surpassed the S&P 500 Index earnings yield.png

Historically Strong Risk-Adjusted Returns (PGIM, 2012-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

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S&P 500 Index Performance Among Strongest Since 1928 (Bloomberg, 1928-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

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Percentage of S&P 500 Stocks Outperforming the S&P 500 over the Calendar Year (NDR, 1973-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

Percentage of S&P 500 Stocks Outperforming the S&P 500 over the Calendar Year.png

US Stocks vs International Stocks Win (Dimensional Fund Advisors, 1970-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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