Valuation

10-Year Bogle Return Decomposition for U.S. and International Stocks

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2018

10-Year Bogle Return Decomposition for U.S. and International Stocks.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2018

Transition Matrix for U.S. Equity Funds.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2018

Performance Persistence of U.S. Equity Funds.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2018

Estimated Returns vs. Volatility for Different Asset Classes.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2018

Percentage of Large-Cap Equity Funds That Outpace the S&P 500 Since 1975.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2018

Emerging Markets vs. Developed Markets Returns Since 1991.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

Performance by Asset Class Since 2003.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

USD Stock-Bond Frontiers and 60-40 Portfolios Based on 2018 VS. 2017 LTCMAS For Risk and Return.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

CAPE For the U.S. S&P 500 Index Since 1950.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

The World Percentage Change of Real House Prices and Household Debt as Percentage of Income.png