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Asset Allocation

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2022 Q4 percent returns vs. 2022 annual percent returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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The case for diversification

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Asset allocation of never rebalanced versus annually rebalanced 60/40 portfolio since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Historical returns coming from different allocations of stocks vs. bonds since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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10-year return projections for the liquid asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Concentration measured as percent of total market capitalization of the S&P 500 since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2021

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Rolling three-year returns annualized (100% Stock vs. 60/40 Portfolio) since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2021

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Value Has Underperformed since 2006 (Source: RAF Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2021

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Comparison of current asset class yields & historical ranges since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2021

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Historical Annual Return (Source: Morningstar Direct Data)

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2021

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