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Asset Allocation

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Best, Worst, and Average Rolling 18-Year Periods (Barclays Capital 1983-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2026

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The Key To Happiness (Jon Luskin)

Submitted by Your Personal CFO - Bourbon Financial Management on June 28th, 2026

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Top 10 S&P 500 Companies By Market Capitalization

Submitted by Your Personal CFO - Bourbon Financial Management on March 2nd, 2026

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Alternatives: Correlations, returns and yields

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2026

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Percentage of time 60/40 returns were positive or outperformed cash

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2026

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Asset Class Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2026

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June 30 YTD Asset Class Performance & 10-Year Forecast

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

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Asset Class Return, Risk: Sept 2004 to June 2025

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

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Vanguard's forecasts of asset class performance

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2026

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Berkshire Hathaway Balance Sheet

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

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