us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

60/40 portfolio plus 20% alternative allocation: Max drawdowns, 2003 to 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture229.png

10 largest Russell 1000 companies as of 3/31/2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture228.png

Private markets have historically outperformed public equities since 1992

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture227.png

60/40 portfolio plus 20% alternative allocation: Sharpe ratios since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture226.png

Hedge fund strategies: Correlations to stocks and bonds since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture225.png

EM stocks price-to-earnings ratio during quarter-end periods since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture224.png

10 year treasury annual returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture223.png

S&P 500 annual returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture222.png

Long-term trends in small-cap/large-cap relative performance since 1925

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture221.png

The S&P 500 from one year to the next: 1928-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

Picture220.png

Syndicate content