Economy

Real Estate VS Stocks Rolling Three-Year Correlations (Morningstar 1974-2024)

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

Economy

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High-Yield Bond Drawdowns (Morningstar 1973-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2024

Economy

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Cumulative loss of value factor since most recent peak (FT 1826-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2024

Economy

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Time in the market is more important than timing the market (2004-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 22nd, 2024

Economy

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Total return over during crisis

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2024

Economy

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Allocation and Drawdowns of Traditional Equity Portfolios (Bloomberg 1987-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2024

Economy

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Small is less than 4% of the US equity market (Jefferies 1930-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 14th, 2024

Economy

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Rolling Three-Year Correlations vs Stocks (Morningstar 1974-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on October 8th, 2024

Economy

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CPI select categories (y/y % change) (Charles Schwab)

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2024

Economy

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Bloomberg U.S. Corporate High Yield BB excl. Energy (Bloomberg 1994-2024)

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

Economy

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