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 > Returns

Returns

us.jpg   fr.jpg

S&P 500 Index Historical Risk & Return since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on June 7th, 2024

Picture58.png

Difference in returns between average advisor fixed income portfolio* and cash

Submitted by Your Personal CFO - Bourbon Financial Management on June 5th, 2024

Picture53.png

S&P Best & Worst Returns: 1926-2022

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2024

Picture49.png

S&P 500 Annual Returns & Drawdowns: 1928-2023

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2024

Picture48.png

Return Decomposition, Last 30 Years

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2024

Picture42.png

Valuation is the primary driver of long-term return

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2024

Picture41.png

Base Case: Highest Forecasted Return In 20 Years Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

Picture39.png

Bonds Likely To Protect Less On the Downside

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

Picture38.png

Much Improved Outlook For Equities

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2024

Picture35.png

Annualized 3-Year Asset Class Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 28th, 2024

Picture33.png

Syndicate content