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Returns

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Over the past 20 years, a diversified portfolio consistently avoided low risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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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 April 23rd, 2023

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Equities, bonds, and gold, 1975-2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Russell 2000 calendar-returns and intra-calendar-year largest declines since 1996

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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A diversified approach has smoothed returns over time since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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S&P 500 and 10 year treasury returns during pivotal years

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Simple expected real return of US equities and bonds, January 1900 - December 2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Average gold returns during various phases of economic cycle

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Average annual real returns in years with above-median US inflation, 1927-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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