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

Bloomberg aggregate bond index yield and forward 6-year annualized return

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

133.png

Bloomberg Barclays aggregate total return by year since 1977

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

132.png

US aggregate yield and forward returns since 1976

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

129.png

Investments work, investors don't

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

124.png

Equity returns during rising interest rate environments since 1977

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

123.png

Stocks and bonds experiencing similar declines in 2022

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

121.png

5-year value-growth return differential recently touched historic lows since 1979

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

119.png

Forward 10-year real returns

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

112.png

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

Syndicate content