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Home > Returns

Returns

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When a 60/40 portfolio drifted closer to 80/20: the difference in risk and loss

Submitted by Your Personal CFO - Bourbon Financial Management on February 21st, 2020

When a 6040 portfolio drifted closer to 8020 the difference in risk and loss.png

How a 60/40 portfolio became 78/22 in the last 10 years

Submitted by Your Personal CFO - Bourbon Financial Management on February 20th, 2020

How a 6040 portfolio became 7822 in the last 10 years.png

Extreme valuation gaps between MSCI Growth and MSCI Value

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2020

Extreme valuation gaps between MSCI Growth and MSCI Value.png

International vs US Equity Returns has been cyclical

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2020

International vs US Equity Returns has been cyclical.png

S&P 500 return when 3m10y inverts

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2020

S&P 500 return when 3m10y inverts.png

MSCI EAFE Value vs EAFE Growth rolling 10 year annualized excess returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 9th, 2020

MSCI EAFE Value vs EAFE Growth rolling 10 year annualized excess returns.png

MSCI World Value vs World Growth rolling 10 year annualized excess returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 8th, 2020

MSCI World Value vs Growth rolling 10 year annualized excess returns.png

P/E Premium EAFE Growth vs EAFE Value

Submitted by Your Personal CFO - Bourbon Financial Management on February 7th, 2020

PE Premium EAFE Growth vs EAFE Value.png

How these strategies have compared in historical down markets as defined by the S&P 500 index

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2020

How these strategies have compared in historical down markets as defined by the S&P 500 index.png

Missing the best days of the market over the past 20 years, returns of the S&P 500 index

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2020

Missing the best days of the market over the past 20 years.png

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