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S&P 500 reported EPS growth & DXY Y/Y % change since 1973

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

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US stocks minus international, rolling five-year return since 1974

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

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Annual total return for balanced portfolio of US taxable bonds since 1980

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

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US bull and bear markets since 1966

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

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Case-Shiller home price index during recessions since 2002

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

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Consumer price index for all urban consumers since 1915

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

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Things you can vs. cannot control

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

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Monthly turnover and annual performance

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

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20-year annualized returns by asset class (2001-2020)

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

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The Dalbar study: 30 years of average equity fund investor vs. indexes (1/1/1992 - 12/31/2021)

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

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