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Annual returns of small vs. large hedge funds

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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MSCI USA index minus MSCI world ex-US index (3 year rolling returns) since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Historical returns vs. historical occurrence of severe loss since 1960

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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When do Europeans retire?

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Foreign stock valuations are attractive and at a significant discount to US stocks since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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2022 was the first calendar year ever both stocks and bonds fell more than 10%

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Year-to-date total returns (% US) and MSCI country returns (%)

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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The S&P 500 has significantly more technology exposure compared to Europe

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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The best and worst performing sectors since 2008

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Average annual consumer price index (CPI) vs. average annual CRSP 6-10 index performance since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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