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Stocks were up 97% of the time considering ten-year holding periods since 1937

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 97% of the time considering ten-year holding periods since 1937.png

Stocks were up 90% of the time considering five-year holding periods since 1937

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 90% of the time considering five-year holding periods since 1937.png

Value generally outperforms growth on a rolling five-year basis

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Returns

Value generally outperforms growth on a rolling five-year basis.png

Red Burgundy is the only wine category whose returns have beaten the stock market since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Returns

Red Burgundy is the only wine category whose returns have beaten the stockmarket since 2003.png

Private equity has outperformed global equities

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2019

Economy

Private equity has outperformed global equitites.png

Half of the corporate bonds in the Bloomberg Barclays aggregate bond index BAA/BBB rated

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2019

Economy

Half of the corporate bonds in the Bloomberg Barclays aggregate bond index BAABBB rated.png

U.S. corporate profits/GDP since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on September 19th, 2019

Economy

U.S Corporate Profits to GDP.png

Fed easing with unemployment rate below 5%?

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Fed easing with unemployment rate below 5.png

Rolling 10-year total return in U.S. dollars

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Rolling 10-year total return in U.S. dollars.png

10 years: MSCI EAFE value vs. MSCI EAFE growth performance

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

10 years MSCI EAFE value vs. MSCI EAFE growth performance.png

Stocks were up 97% of the time considering ten-year holding periods since 1937

Stocks were up 90% of the time considering five-year holding periods since 1937

Value generally outperforms growth on a rolling five-year basis

Red Burgundy is the only wine category whose returns have beaten the stock market since 2003

Private equity has outperformed global equities

Half of the corporate bonds in the Bloomberg Barclays aggregate bond index BAA/BBB rated

U.S. corporate profits/GDP since 1929

Fed easing with unemployment rate below 5%?

Rolling 10-year total return in U.S. dollars

10 years: MSCI EAFE value vs. MSCI EAFE growth performance

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