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Impact of Withdrawals on Volatile Portfolio Return

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

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Backtest Results of 60% Stocks 40% Bonds Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

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Backtest Results of 60% Stocks 40% Bonds 4% Withdrawal Rate Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

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MSCI World Net Return (USD) since 1990

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

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Comparaison des performances boursieres par pays depuis 1969

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2024

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Narrow Leadership Performance

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2024

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Market leadership remains extremely narrow since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2024

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BofA private client equity holdings as % of AUM since 2005

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

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MSCI US P/E relative to MSO WorldxUS P/E since 1970

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

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S&P 500 Intra-Year Decline

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

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