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Asset Allocation

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Asset class returns (Bloomberg 2010-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2024

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Monthly returns for US-based investors since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2024

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Annual Returns Ranked Best To Worst (%) (2007-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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Weight of Super-7 in MSCI ACWI

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2024

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Comparative Analysis of Different Asset Class Returns: 2022 vs 2023

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2024

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DC REIT Adoption Disconnected From Other Retirement Plans

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

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Average underperformance: cash vs. stocks

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Calendar-based rebalancing methods

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Average investor allocation to equities vs. 10 year forward annualized price return since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Expected long-term returns increase with higher equity allocation, but investors bear greater risk (1926 – 2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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