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Combined weight of the five largest S&P 500 stocks since 1990

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

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Short term: Valuation doesn't drive markets and Long-term: Valuation is very important

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

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S&P 500 median forward P/E September 30, 1995 - March 31, 2022

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

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Fed funds rate minus expected inflation (5-year) often referred to as the "real" fed funds rate

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

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Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since since 1989

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

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Growth stock valuation premium vs. long-term average since 1996

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

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Asset correlation matrix

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

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Predicted 10-year annualized real stock returns since 1881

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

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Aggregate price-to-book ratio since 1926

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

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S&P 500 and commodities rolling 10-year annualized returns

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

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