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Stock-Bond Correlation for the United States (1875-2015)

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

Valuation

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Bonds and Gold features (1973-2024)

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

Valuation

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US Real Estate vs US Equities Earnings Multiple Spreads (2005-2023)

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

Valuation

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New Historical Record of US Stock and Bond Performance (1793-2018)

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

Returns

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Long Doldrums For Stocks In The US

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

Returns

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Worst Rates OF Return Over Lengthy Holding Periods

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

Returns

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Small is less than 4% of the US equity market (Jefferies 1930-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 14th, 2024

Economy

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Correlation with Total Stock Market for Total Monthly Returns (Factset 1999-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 14th, 2024

Returns

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MSCI EAFE Small Cap & MSCI EAFE Large Cap Cumulative Returns (Morningstar 2001-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2024

Returns

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Foreign Small/Mid -25th Percentile Active Manager Rolling 12-Month Excess Return (Factset 2001-2023)