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Diversified portfolio and S&P 500 index returns since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P 500 average annual returns: 10.5%

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Index yield and resulting forward returns since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Index yields per unit of interest rate risk are at the lowest ever

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Historically, forward-looking returns have been closely correlated to starting yields

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Forecasting folly: Turn off financial TV & news

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P envy: A diversified portfolio is ripe for regret

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Real S&P 500 index periods of zero returns since 1905

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Good things have been increasing

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Bad things have been declining

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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