Blog

The Magnificent 7 Effect ($) (Dec. 2022-Dec. 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2025

Returns

Chart 8 7 am.png

Corporate Spreads Are Snug

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2025

Valuation

Chart 8 6 pm.png

Total Return (%YoY) Global Equities vs. G7 10-Year Government Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2025

Returns

Chart 8 6 am.png

Aggregate Financial Asset Allocation Across Households, Mutual Funds, Pension Funds, and Foreign Investors (%) (1990-2030)

Submitted by Your Personal CFO - Bourbon Financial Management on August 5th, 2025

Returns

Chart 8 5 pm.png

CPI Rent of Primary Residence (%) (2001-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 5th, 2025

REAL ESTATE

Chart 8 5 am.png

The Stock and Earnings (S&P 500 Index price and trading earnings-per-share) (1990-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2025

Returns

Chart 8 4 pm.png

20-year Manager Return Dispersion and Growth of Capital

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2025

Returns

Chart 8 4 am.png

After-Tax Index, Median Pre-Tax Index, and Median After-Tax Large-Cap Core Fund Annualized Performance vs. S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on August 3rd, 2025

Returns

Chart 8 3 pm.png

Relative Valuation of U.S. Small Cap Stocks (1975-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on August 3rd, 2025

Economy

Chart 8 3 am.png

Relative Valuation of U.S. Value Stocks (1981-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on August 2nd, 2025

Economy

Chart 8 2 pm.png