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Returns

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Sovereign Bond - Total Return Drawdown Since 1750

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

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Total Real Return Indexes Since 1802

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

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Historically correlated with 5 year forward return since 1976

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

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S&P 500 Index Historical Risk & Return since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on June 7th, 2024

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Difference in returns between average advisor fixed income portfolio* and cash

Submitted by Your Personal CFO - Bourbon Financial Management on June 5th, 2024

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S&P Best & Worst Returns: 1926-2022

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2024

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S&P 500 Annual Returns & Drawdowns: 1928-2023

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2024

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Return Decomposition, Last 30 Years

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2024

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Valuation is the primary driver of long-term return

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2024

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Base Case: Highest Forecasted Return In 20 Years Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2024

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