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Home > Returns

Returns

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Non-Financial ROE (2004-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Non-Financial ROE (2004-2015).png

MSCI EAFE (Net) vs. Morningstar Active Foreign Large Cap Blend Peer Group - Return Rank

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

MSCI EAFE (Net) vs. Morningstar Active Foreign Large Cap Blend Peer Group - Return Rank.png

Investor Returns for the Period Ending December 31, 2014

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Investor Returns for the Period Ending December 31, 2014.png

High Yielding Bonds Remain Hard to Come by

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

High Yielding Bonds Remain Hard to Come by.png

Going Forward - Is the Return Concern More With BOnds Than Equities

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Going Forward - Is the Return Concern More With BOnds Than Equities.png

Expected Real Return of U.S. Stocks, Bonds and U.S. 60/40

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Expected Real Return of U.S. Stocks, Bonds and U.S. 60-40.png

Distribution of Calendar-year Returns (1926 through 2014)

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Distribution of Calendar-year Returns (1926 through 2014).png

Comparing Portfolio Rebalancing Results for Time-and Threshold Strategy (Various Frequencies and Thresholds. 1926 through 2014)

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Comparing Portfolio Rebalancing Results for Time-and Threshold Strategy (Various Frequencies and Thresholds.</p> </div> <ul class=

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    • Comparing Hypothetical Portfolio Rebalancing Results for Time Only Strategy (Various Frequencies. 1926 through 2014)

    Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

    Comparing Hypothetical Portfolio Rebalancing Results for Time Only Strategy (Various Frequencies. 1926 through 2014).png

    Probability of Negative Real Returns

    Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2016

    Probability of Negative Real Returns.png

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