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

The Dow Jones Industrial Average: 1914-1939

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image086.png

Subsequent three-year performance (through 2022) of funds originally ranked in top quartile for three years ended 2019

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image084.png

Time in the market, not timing the market (1988-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image083.png

Hedge fund manager dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image080.png

Public and private manager dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image078.png

Real returns of CDs accounting for inflation & taxes since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image076.png

S&P 500 – bear market comps

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image075.png

Benefits of diversification

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

image070.png

Asset class total returns since 2011 (as of 6/30/23)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

image067.png

S&P 500 top 12 years, big up first half

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

image065.png

Syndicate content