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Asset allocation of never rebalanced versus annually rebalanced 60/40 portfolio since 1990

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

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US versus rest of the world trends since 1994

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

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2022 prominent index fund returns

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

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S&P 500 Multiples since 1999

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

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S&P 500 best and worst returns since 1926

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

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Yield of Bloomberg US aggregate bond index since 2004

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

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2022 country equity returns

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

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Developed markets: 1-year total returns vs. weight in tech, discretionary and comm. service sectors (as of 12/30/2022)

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

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Long-run return forecasts (2023-52) based on delayed transition

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

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S&P 500 annual returns since 1926

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

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