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Returns

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S&P Best & Worst Returns: 1926-2022

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2024

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S&P 500 Annual Returns & Drawdowns: 1928-2023

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2024

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Return Decomposition, Last 30 Years

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2024

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Valuation is the primary driver of long-term return

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2024

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Base Case: Highest Forecasted Return In 20 Years Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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Bonds Likely To Protect Less On the Downside

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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Much Improved Outlook For Equities

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2024

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Annualized 3-Year Asset Class Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 28th, 2024

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It's Been A Great Run For Growth Investing

Submitted by Your Personal CFO - Bourbon Financial Management on May 27th, 2024

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Asset Class Total Returns (YCharts 2011-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on May 25th, 2024

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