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Historical 60/40 returns: January 1926-September 2022

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

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January 1, 2002-December 31, 2021, annualized returns

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

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Private equity deals and exits since 2007

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

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60/40 portfolio annual worst YTD return in past 100 years

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

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Percent job losses in post WW2 recessions

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

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3-year annualized stock vs. bond total returns since 1984

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

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Unemployment rate and S&P 500 drawdown (in %) since 1960

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

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Real return forecasts of different stocks and bonds

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

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Bloomberg US aggregate bond index: Initial yield-to-worst and subsequent 5-year total return since 1976

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

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S&P 500 index vs. active domestic large cap funds since 1975

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

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