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Home > Returns

Returns

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Backtest Results of 60% Stocks 40% Bonds 4% Withdrawal Rate Portfolio

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

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MSCI World Net Return (USD) since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2024

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Market leadership remains extremely narrow since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2024

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Inflation and Taxes Have Had a Significantly Negative Effect on CD Returns Since 2004

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2024

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10 Year S&P 500 Returns Since 1959

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2024

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MSCI USA Index Minus MSCI World Ex-USA Index (3-Year Rolling Returns) Since 1972

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

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Average Total Returns Following End of Fed Rate Hikes Cycles

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2024

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Sovereign Bond - Total Return Drawdown Since 1750

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2024

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Total Real Return Indexes Since 1802

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

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Historically correlated with 5 year forward return since 1976

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

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