Returns

Buying While The Market’s Down Lets You Take Advantage of The Next Upswing

Submitted by Your Personal CFO - Bourbon Financial Management on August 17th, 2018

Buying While The Market’s Down Lets You Take Advantage of The Next Upswing.PNG

Negative vs. Positive Returns As of 12/31/2017

Submitted by Your Personal CFO - Bourbon Financial Management on August 17th, 2018

Returns

Negative vs. Positive Returns As of 2017.PNG

Best and Worst Returns 1977-2017

Submitted by Your Personal CFO - Bourbon Financial Management on August 10th, 2018

Returns

Best and Worst Returns 1977-2017.PNG

Ten-year Rolling Returns from 1988 to 2015

Submitted by Your Personal CFO - Bourbon Financial Management on August 10th, 2018

Returns

Ten-year Rolling Returns from 1988 to 2015.PNG

Long-Term Annualized Returns Since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on August 3rd, 2018

Returns

Long-Term Annualized Returns Since 2001.PNG

Result for Different Returns over 30 years

Submitted by Your Personal CFO - Bourbon Financial Management on August 3rd, 2018

Returns

Result for Different Returns over 30 years.PNG

U.S. vs. International Stocks Returns Since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on July 20th, 2018

Returns

U.S. vs. International Stocks Returns Since 2002.PNG

Performance of Endowment Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on July 20th, 2018

Returns

Performance of Endowment Portfolio.PNG

Federal Funds Rate and Market Expectations Since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on July 13th, 2018

Returns

Federal Funds Rate and Market Expectations Since 1999.PNG

Asset Class Returns Since 2003