Blog

How frequently have stocks outperformed bonds, 1926-2016?

Submitted by Your Personal CFO - Bourbon Financial Management on February 22nd, 2020

Returns

How frequently have stocks outperformed bonds 1926-2016.png

When a 60/40 portfolio drifted closer to 80/20: the difference in risk and loss

Submitted by Your Personal CFO - Bourbon Financial Management on February 21st, 2020

Returns

When a 6040 portfolio drifted closer to 8020 the difference in risk and loss.png

How a 60/40 portfolio became 78/22 in the last 10 years

Submitted by Your Personal CFO - Bourbon Financial Management on February 20th, 2020

Returns

How a 6040 portfolio became 7822 in the last 10 years.png

Extreme valuation gaps between MSCI Growth and MSCI Value

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2020

Returns

Extreme valuation gaps between MSCI Growth and MSCI Value.png

Focus on Low Costs + High Insider Ownership when evaluating funds

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2020

Wealth Management

Focus on Low Costs + High Insider Ownership when evaluating funds.png

International vs US Equity Returns has been cyclical

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2020

Returns

International vs US Equity Returns has been cyclical.png

Active / Passive Performance has been cyclical

Submitted by Your Personal CFO - Bourbon Financial Management on February 15th, 2020

Wealth Management

Active and Passive Performance has been cyclical.png

Value performance versus Growth performance

Submitted by Your Personal CFO - Bourbon Financial Management on February 15th, 2020

Value performance versus Growth performance.png

Primary and secondary recession indicators are mixed

Submitted by Your Personal CFO - Bourbon Financial Management on February 14th, 2020

Economy

Primary and secondary recession indicators are mixed.png

Consumer income and spending continue to grow, as debt burden remains low

Submitted by Your Personal CFO - Bourbon Financial Management on February 13th, 2020

Economy

Consumer income and spending continue to grow, as debt burden remains low.png