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60/40 portfolio real yield

Submitted by Your Personal CFO - Bourbon Financial Management on November 6th, 2025

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Correlations, returns and yields

Submitted by Your Personal CFO - Bourbon Financial Management on November 6th, 2025

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Alternatives and portfolio risk/return

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

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Earnings/coupon yield on 60/40 portfolio; 60/40 earnings/coupon yield and subsequent returns

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

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60/40 annual return decomposition; S&P 500 / U.S. 10-year Treasury correlation

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2025

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Dollar Fell -11% in Past 5 Months (1971-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2025

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Sector Exposure around the globe

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2025

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U.S. Equities Are Priced for Exceptionalism

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2025

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Inflation-Adjusted Growth of $1 over Last 30 Years

Submitted by Your Personal CFO - Bourbon Financial Management on November 1st, 2025

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How many households have a $1M net worth? (1910-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 1st, 2025

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