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Returns

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Annualized Return Over Next 3 Years Emerging Markets

Submitted by Your Personal CFO - Bourbon Financial Management on June 6th, 2026

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Gold - Annual Returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 6th, 2026

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Google search interest and stockmarket returns of selected themes

Submitted by Your Personal CFO - Bourbon Financial Management on June 5th, 2026

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S&P 500 CAPE ratio with subsequent 5yr annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 5th, 2026

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Historical relationship suggests higher starting equity valuations can lead to lower returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2026

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History of US Bond Yields

Submitted by Your Personal CFO - Bourbon Financial Management on June 3rd, 2026

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Asset Class Total Returns Since 2011 (Data via YCharts as of 12/5/25)

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2026

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S&P 500 Bull and Bear Markets (Total Returns, June 1949-June 2025)

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2026

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S&P 500 forward P/E ratio vs subsequent 10-year annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2026

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S&P 500 Operating Profit Margins

Submitted by Your Personal CFO - Bourbon Financial Management on May 25th, 2026

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