Home > Asset Allocation

Asset Allocation

us.jpg   fr.jpg

International equities are attractive compared to US

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2021

96.png

Rolling 5-year return differential: U.S. stocks - International stocks

Submitted by Your Personal CFO - Bourbon Financial Management on January 23rd, 2021

93.png

Future returns are heavily dependent on starting valuation

Submitted by Your Personal CFO - Bourbon Financial Management on January 18th, 2021

87.png

Expected asset class returns

Submitted by Your Personal CFO - Bourbon Financial Management on January 2nd, 2021

50.png

Comparing valuations around the globe

Submitted by Your Personal CFO - Bourbon Financial Management on January 1st, 2021

49.png

Emerging Market Stocks, June 1989 - March 2020

Submitted by Your Personal CFO - Bourbon Financial Management on December 20th, 2020

23.png

Global funds allocation in EM equities relative to benchmark

Submitted by Your Personal CFO - Bourbon Financial Management on December 2nd, 2020

85a.png

Think Beyond the S&P500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on November 8th, 2020

29.png

Diversification benefit of credit portfolios

Submitted by Your Personal CFO - Bourbon Financial Management on November 2nd, 2020

20.png

True core bond funds have provided diversification from equities

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2020

72.png

Syndicate content