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Hedge fund strategy performance: CAGRS and correlations, 2003 to 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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60/40 portfolio plus 20% alternative allocation: Max drawdowns, 2003 to 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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10 largest Russell 1000 companies as of 3/31/2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Private markets have historically outperformed public equities since 1992

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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60/40 portfolio plus 20% alternative allocation: Sharpe ratios since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Hedge fund strategies: Correlations to stocks and bonds since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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EM stocks price-to-earnings ratio during quarter-end periods since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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10 year treasury annual returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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S&P 500 annual returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Long-term trends in small-cap/large-cap relative performance since 1925

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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