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Calendar-based rebalancing methods

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Allocation for GMO benchmark-free allocation strategy in December 2021 and December 2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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The Looooong Term Trend (Source: Bank of England)

Submitted by Your Personal CFO - Bourbon Financial Management on September 16th, 2021

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Cumulative Total Return Percentage of $1000 Investment (Source: Real Investment Advice)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2021

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Real S&P 500 Vs. Valuations (Source: Real Investment Advice)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2021

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Return Forecast Distributions & Probabilities of Return (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2021

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Research Affiliates' Current Capital Markets Expectations (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 7th, 2021

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Historical Equity Return (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2021

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Historical Bond Return (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 3rd, 2021

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