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Small and Mid Cap Stocks Trading at a Historic Discount to Large Cap Stocks Since 2003

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

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Performance dispersion between real estate regions and other asset classes

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

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Value vs. Growth (1980-2024)

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

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Shiller CAPE Ratio Since 1881

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

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Rolling 10-year Sharpe Ratio of US Stocks Since 1914

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2024

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REIT Dividend Yield vs. 10 Year Treasury Yield Since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2024

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US Median Sales Price for New Houses Sold Since 1960

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2024

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Rolling 10-year Real US Stock Return

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2024

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Bloomberg US Corporate Investment Grade Index - Option Adjusted Spread (1999-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2024

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The duration of the Bloomberg US Aggregate has extended more than 50% since the Global Financial Crisis (GFC)

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2024

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