us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

Average retail investor portfolio (drawdown %)

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

145.png

Investor-return gap for taxable-bond funds

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

144.png

The inversion between long and short US rates hasn't been this big since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

142.png

FMS asset allocation to global stocks at all-time low since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

143.png

Intermediate-bond funds: Flows and performance since 1994

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

140.png

US stock market average returns: 1928-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

139.png

Average investor allocation to equities vs. 10-year forward annualized price return since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

138.png

Real total return $1000 rolling 10-year returns since 1905

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

137.png

Family office allocations

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

136.png

Asset allocation by institutional segment

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

135.png

Syndicate content