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Efficient Frontier by Decade (1960–2014)

Submitted by Your Personal CFO - Bourbon Financial Management on September 13th, 2025

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10-Year Annualized Returns by Asset Class

Submitted by Your Personal CFO - Bourbon Financial Management on September 13th, 2025

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10-Year Return on a 60/40 Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2025

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Starting Valuations and Forward 10-Year Returns (1970–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2025

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EAFE vs. US Returns (1969–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2025

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US vs. Europe Outperformance (1972–2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2025

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Relative Forward P/E: Russell 2000 vs 1000 (1985–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2025

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Small vs. Large Cap Valuations (1979–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2025

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Listed REITs vs. Private Real Estate Returns (1998–2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 9th, 2025

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The Importance of Staying Invested: Impact of Missing Best Days

Submitted by Your Personal CFO - Bourbon Financial Management on September 9th, 2025

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