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Growth stocks remain far from valuation support since 1999

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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World government bond GDP weighted return index (annual change, %) since 1900

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

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The valuation premium investors pay for the US market also more than doubled over the period

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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Forward 10-year real returns

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

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Change in federal funds rate since hiking began

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

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One-year T-bill yield and change since 1962

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

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60/40 prospective returns are near historic lows since 1900

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

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