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Home > Returns

Returns

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Listed REITs vs S&P500 Earning Yields

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

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REIT Bull Market History

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

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Annualized Returns as of June 30, 2024

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

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S&P500 returns if you invested in different times

Submitted by Your Personal CFO - Bourbon Financial Management on January 8th, 2025

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US Large Company Stock Total Returns (Log Scale)

Submitted by Your Personal CFO - Bourbon Financial Management on January 8th, 2025

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Fixed Income Spread Percentile (% of Time Spent at or Below Current Spreads Historically)

Submitted by Your Personal CFO - Bourbon Financial Management on January 7th, 2025

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100% lump-sum investing versus DCA

Submitted by Your Personal CFO - Bourbon Financial Management on January 7th, 2025

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If you're considering this SELLER... maybe consider this BUYER

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2025

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Time IN the Market

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2025

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Trailing 10Y IQ Spread (as of 12/31/2023, Vintage Years 2012-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on December 26th, 2024

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