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Cumulative Price Increases in the US over the Last 5 Years

Submitted by Your Personal CFO - Bourbon Financial Management on March 28th, 2026

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Performance Cycles Since the Tech Bubble (1999/2000):Small Cap Value VS Large Cap Growth

Submitted by Your Personal CFO - Bourbon Financial Management on March 27th, 2026

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Small Cap Valuations Near Historical Lows VS Large Caps

Submitted by Your Personal CFO - Bourbon Financial Management on March 27th, 2026

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Small Cap Stocks Ex Negative Earners Forward P/E Relative to Large Cap Stocks

Submitted by Your Personal CFO - Bourbon Financial Management on March 27th, 2026

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Small-Cap Stocks Historic Gap in Relative Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2026

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Small vs. Large New Low for Rolling 10YR Annual Excess Return Back to 1935

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2026

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Quality Factor

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2026

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US Outperformance Has Been Unprecedented In Our Investing Careers

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2026

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Top power producing countries (1985-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2026

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Patience in investing is paramount

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2026

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