Home > Economy

Economy

us.jpg   fr.jpg

Likelihood of stocks out preforming bonds in the US

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

Picture2.png

Stocks vs Bonds in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

Picture1.png

Exhibit 13: CDLI Total Returns (Sep 2004- Jun 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

Picture3.png

Worst Returns over 20- and 50- year holding periods for equities

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

Worst Returns.png

Exhibit 11: S&P 500 Valuations

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

Exhibit 11.png

Cyclical Bull Markets

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

Cyclical Bull Markets.png

Exhibit 13: CDLI Total Return (2004-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 24th, 2025

Picture3.png

Exhibit 15: Calendar Year Return Comparison (2005-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on January 24th, 2025

Calander Year Return Comparision.png

Average excess annualized returns (%) over the Bloomberg U.S. Aggregate bond index

Submitted by Your Personal CFO - Bourbon Financial Management on January 24th, 2025

Average excess annualized returns (%) over the Bloomberg U.S. Aggregate bond index.png

Average excess annualized returns (%) over the Bloomberg U.S. Aggregate bond index

Submitted by Your Personal CFO - Bourbon Financial Management on January 24th, 2025

Average excess annualized returns (%) over the Bloomberg U.S. Aggregate bond index.png

Syndicate content