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Home > Asset Allocation

Asset Allocation

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Expected Return Ranges and Asset Class Correlations for Private Markets

Submitted by Your Personal CFO - Bourbon Financial Management on May 1st, 2025

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Allocations to Alternatives by Investor Type

Submitted by Your Personal CFO - Bourbon Financial Management on March 21st, 2025

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Asset Allocation by Type of Allocator

Submitted by Your Personal CFO - Bourbon Financial Management on March 21st, 2025

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Impact of Rebalancing on a 60/40 Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on March 20th, 2025

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US Households' Aggregate Financial Asset Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on March 19th, 2025

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Pension Fund Asset Allocation by Class

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

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Bond-Equity Correlation at Extreme Levels

Submitted by Your Personal CFO - Bourbon Financial Management on February 21st, 2025

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Consensus 10-Year Asset Class Return & Risk Forecast

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2025

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Asset Class Drawdowns Over Last 20 Years

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2025

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Estimated Pension Asset Allocation (Federal Reserve)

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2024

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