Returns

After peak interest rates cash has tended to lag longer duration treasuries (1953-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2024

Returns

Bottom 5 Annual Returns for US Aggregate & US Municipal (1982-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

Returns

экрана 2024-05-25 в 12.43.56 AM.png

Bloomberg US Aggregate Bond Index, Monthly Total Returns (1976-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

Returns

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10-Year Asset Class Performance

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

Returns

экрана 2024-05-25 в 12.41.27 AM.png

Annual Returns Ranked Best To Worst (%) (2007-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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Ratio: Technology Sector vs S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2024

Returns

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Total Returns of S&P 500 vs S&P 500 Equal Weight (EQ) (1971-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2024

Returns

экрана 2024-05-25 в 12.29.33 AM.png

S&P 500 Average Returns After Previous Year Performance (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2024

Returns

экрана 2024-05-25 в 12.29.07 AM.png

3-Year Risk-Adjusted Returns Following Last Fed Rate Hike

Submitted by Your Personal CFO - Bourbon Financial Management on July 12th, 2024

Returns

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Next Year Return After 20% Gain