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Portfolio diversification benefit, rolling 36m, six asset portfolio (U.S., EAFE, EM equity/Treasuries/credit/real estate)

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2026

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2024-2025: NO.1 In Overvaluation Across The Board

Submitted by Your Personal CFO - Bourbon Financial Management on June 20th, 2026

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S&P Composite Cyclically Adjusted Price-Earnings Ratio (CAPE)

Submitted by Your Personal CFO - Bourbon Financial Management on June 20th, 2026

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Periods of Extreme Market Concentration during the Past Century

Submitted by Your Personal CFO - Bourbon Financial Management on June 20th, 2026

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Proportion of Funds That Outperform (2015-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2026

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Cumulative Median Alpha by Market Cap Segment

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2026

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Active vs. Passive: Performance

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2026

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Average annual contributions to premiums for family coverage

Submitted by Your Personal CFO - Bourbon Financial Management on June 18th, 2026

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Market out of sync with inflation realities

Submitted by Your Personal CFO - Bourbon Financial Management on June 18th, 2026

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Bloomberg US Aggregate Bond Index Yield to Worst (YTW) and Rolling 10-Year Returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 18th, 2026

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