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

60/40 prospective returns are near historic lows since 1900

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

109.png

60/40 portfolio: S&P 500/US 10-year treasury (total returns, 1928-2022)

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

99.png

Different total return price % off high of various ETF's

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

98.png

Stocks can shift between value and growth classifications

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

93.png

$10k a year invested for 20 years into the S&P 500 since 1928

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

89.png

S&P 500: Worst performance through 187 trading days (1928-2022)

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

85.png

Bloomberg commodity index returns since 2001 and commodity prices

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

81.png

MSCI EAFE and MSCI USA relative performance since 1971

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

79.png

Bloomberg US aggregate intra-year declines vs. calendar year returns since 1976

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

77.png

Real returns, 12/31/1900 through 12/31/2021, over rolling 20 year periods

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

74.png

Syndicate content