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Time IN the Market

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2025

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Who Pays What, Where?

Submitted by Your Personal CFO - Bourbon Financial Management on January 2nd, 2025

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Trailing 10Y IQ Spread (as of 12/31/2023, Vintage Years 2012-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on December 26th, 2024

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7-Ear Global Real Return Equity Forecasts (GMO)

Submitted by Your Personal CFO - Bourbon Financial Management on November 28th, 2024

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Composite Private Equity Performance across State Pensions (2000-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 28th, 2024

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Relative Cumulative Performance of Small-Caps vs Large-Caps (1931-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2024

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S&P 500 Top 10 vs 490 Equal Weighted (Standard & Poor's 1957-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2024

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S&P 500 Top 10 vs 490 Equal Weighted (Standard & Poor's 1957-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2024

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US Equity vs International Equity 5-Year Monthly Rolling Returns (Morningstar 1975-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 26th, 2024

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Rolling 3-YR Correlation: Bloomberg US Aggregate Bond Index vs S&P500 (Morningstar 1980-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 26th, 2024

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