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Asset Allocation

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A 60/40 portfolio that was not rebalanced ended with a very different allocation since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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US households' equity allocation drops to 36.4% in 1Q22 from record high 38% in 4Q21

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Varying SAFEMAXs by retirement duration and asset allocation

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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FMS asset allocation to global stocks at all-time low since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Family office allocations

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Asset allocation by institutional segment

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Hedged strategies offer diversification

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Average investor allocation to equities vs. 10 year forward annualized price return

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Average investor allocation to equities vs. 10 year forward annualized price return since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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