us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

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

Predictability of Irrationality (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on January 23rd, 2025

Predictability of irrationality.png

The S&P 500 index has followed the path of earnings over time (Investment Strategy Group 1945 - Q3 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2025

The S&P 500 index has followed the path of earnings over time (Investment Strategy Group 1945 - Q3 2024).png

Listed REITs vs S&P500 Earning Yields

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

9(3).png

REIT Bull Market History

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

9(2).png

Annualized Returns as of June 30, 2024

Submitted by Your Personal CFO - Bourbon Financial Management on January 9th, 2025

9(1).png

S&P500 returns if you invested in different times

Submitted by Your Personal CFO - Bourbon Financial Management on January 8th, 2025

8 (3).png

Syndicate content