Wealth Management

Portfolio returns vs. 20-year annualized returns of various asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Portfolio returns vs. 20-year annualized returns of various asset classes.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Performance comparison of endowments and a traditional 60-40 portolio.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Non-rebalanced 60-40 portfolios exhibited risks similar to that of a rebalanced 80-20 portfolio.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Investor returns vs. fund returns for the 10 years ended December 31, 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Equity allocation of 60-40 portfolio, rebalanced and non-rebalanced, 1960 through 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Downturns aren't rare events; typical investors, in all markets, will endure many of them during their lifetime.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Asset allocation can add up to 75 basis points of value annually to a portfolio.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Returns on the MSCI All Country World ex-U.S. vs. the S&P 500 since 1997.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative price-to-book ratio since 2000.png

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Private equity outperformance vs. public markets on a 10-year rolling basis since 1991.png