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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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Real total return $1000 rolling 10-year returns since 1905

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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Case-Shiller US national average home price index 2-year change since 1989

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

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Bloomberg aggregate bond index yield and forward 6-year annualized return

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

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Bloomberg Barclays aggregate total return by year since 1977

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

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S&P 500/emerging markets since 1991

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

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Nasdaq 100 relative to S&P 500 since 1996

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

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US aggregate yield and forward returns since 1976

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

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