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Asset Allocation

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Top 10 S&P 500 Companies By Market Capitalization

Submitted by Your Personal CFO - Bourbon Financial Management on March 2nd, 2026

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Alternatives: Correlations, returns and yields

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

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Percentage of time 60/40 returns were positive or outperformed cash

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

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Asset Class Returns

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

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June 30 YTD Asset Class Performance & 10-Year Forecast

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

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Asset Class Return, Risk: Sept 2004 to June 2025

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

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Vanguard's forecasts of asset class performance

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2026

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Berkshire Hathaway Balance Sheet

Submitted by Your Personal CFO - Bourbon Financial Management on January 20th, 2026

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Weight of Top 10 Names in the S&P 500, 1970-2025

Submitted by Your Personal CFO - Bourbon Financial Management on January 19th, 2026

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Major Asset Classes' 10-year Rolling Returns Above Cash (1970 to present)

Submitted by Your Personal CFO - Bourbon Financial Management on January 16th, 2026

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