Returns

Trend-Following Performance vs World Stocks Since Inception of BTOP50 (1985-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 22nd, 2024

Returns

Trend-Following Performance vs World Stocks Since Inception of BTOP50

Long-term US government bond rolling 10-year annualized returns (BofA 1936-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2024

Returns

экрана 2024-09-23 в 7.23.51 PM.png

New Historical Record of US Stock and Bond Performance (1793-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2024

Returns

экрана 2024-09-23 в 7.22.49 PM.png

Long Doldrums For Stocks In The US

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2024

Returns

экрана 2024-09-23 в 7.22.36 PM.png

Worst Rates OF Return Over Lengthy Holding Periods

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2024

Returns

экрана 2024-09-23 в 7.22.14 PM.png

Correlation with Total Stock Market for Total Monthly Returns (Factset 1999-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 14th, 2024

Returns

экрана 2024-09-23 в 7.21.42 PM.png

MSCI EAFE Small Cap & MSCI EAFE Large Cap Cumulative Returns (Morningstar 2001-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2024

Returns

экрана 2024-09-23 в 7.21.28 PM.png

International Small vs Large Rolling 5-Year Excess Returns (Morningstar 2005-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

экрана 2024-09-23 в 7.20.49 PM.png

20-year manager return dispersion and growth of capital (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

экрана 2024-09-23 в 7.20.36 PM.png

Correlation of Returns and Holding Time of Assets

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2024

Returns

экрана 2024-09-23 в 7.20.21 PM.png