Returns

Small Cap Stocks Have Won Over Time (Morningstar 1926-20023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2024

Returns

экрана 2024-09-23 в 10.21.33 PM.png

Worst Rates Of Return Over Lengthy Holding Periods (McQuarrie)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2024

Returns

экрана 2024-09-23 в 10.21.21 PM.png

Growth of a $10,000 investment (Morningstar 1973-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 14th, 2024

Returns

экрана 2024-09-23 в 10.30.31 PM.png

CTA 6-month Rolling Returns vs S&P 500 6-month Rolling Returns (Bloomberg)

Submitted by Your Personal CFO - Bourbon Financial Management on November 13th, 2024

Returns

экрана 2024-09-23 в 10.19.15 PM.png

Annual Return Differences Among Small Cap Value Indexes (2012-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 12th, 2024

Returns

экрана 2024-09-23 в 10.18.34 PM.png

S&P 500 return on logarithmic scale (1970-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 12th, 2024

Returns

экрана 2024-09-23 в 10.31.07 PM.png

Stocks/bonds 60/40 portfolio drawdown (Bloomberg 2000-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 11th, 2024

Returns

экрана 2024-09-23 в 10.18.01 PM.png

10 Year US Treasury Yield (Yale 1953-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 8th, 2024

Returns

экрана 2024-09-23 в 10.17.53 PM.png

Annualized returns of popular strategies (Preqin)

Submitted by Your Personal CFO - Bourbon Financial Management on November 8th, 2024

Returns

экрана 2024-09-23 в 10.17.38 PM.png

5-Year Forward Annualized Returns (MSCI)

Submitted by Your Personal CFO - Bourbon Financial Management on November 6th, 2024

Returns

экрана 2024-09-23 в 10.16.01 PM.png