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Bloomberg US and global aggregate bond indices: Yield to worst since December 2002

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Bloomberg US aggregate bond index: 3-year return and yield to worst (3-year lagged) since December 2002

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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S&P 500 worst returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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S&P 500 annual returns & average return in the following year since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Asset class total returns since 2011 (as of 12/31/22)

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Annual total return on 60% equity, 40% bond US portfolio ignoring inflation since 1800

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Calendar-based rebalancing methods

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Asset allocation of never rebalanced versus annually rebalanced 60/40 portfolio since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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US versus rest of the world trends since 1994

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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