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Asset Allocation

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US Small Cap indices annual return (%) since 2002

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

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30-year starting safe withdrawal rate %, by asset allocations

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Projected starting safe withdrawal rates, by asset allocation and time horizon

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Long-run returns of key asset classes offer important lessons for asset allocators

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P envy: A diversified portfolio is ripe for regret

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Annual asset allocation returns (%) since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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A 60/40 portfolio that was not rebalanced ended with a very different allocation since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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US households' equity allocation drops to 36.4% in 1Q22 from record high 38% in 4Q21

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

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Varying SAFEMAXs by retirement duration and asset allocation

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

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FMS asset allocation to global stocks at all-time low since 2002

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

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