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Percent of Russell 3000 growth stocks with negative earnings since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on November 1st, 2021

Economy

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Household net worth in the US by income group since 2005

Submitted by Your Personal CFO - Bourbon Financial Management on October 31st, 2021

Economy

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Bonds have counterbalanced stocks in a diversified portfolio since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2021

Returns

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MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on October 29th, 2021

Returns

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S&P 500 annualized trailing 20 year total returns 1927 - August 2021

Submitted by Your Personal CFO - Bourbon Financial Management on October 28th, 2021

Returns

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S&P 500, log scale, from 1927 to August 2021

Submitted by Your Personal CFO - Bourbon Financial Management on October 27th, 2021

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Adding alternatives can increase diversification when stocks and bonds are positively correlated

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2021

Economy

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International: Price-to-earnings discount and dividend yields vs. US since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2021

Economy

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Nominal and real 10-year Treasury yields since 1958

Submitted by Your Personal CFO - Bourbon Financial Management on October 22nd, 2021

Economy

Top Half Domestic Funds of 2016 Were Unlikely to Repeat their Accomplishments over 2017-20 (S &P Dow Jones Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2021

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