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Economy

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Stocks vs Bonds in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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Exhibit 13: CDLI Total Returns (Sep 2004- Jun 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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Worst Returns over 20- and 50- year holding periods for equities

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

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Exhibit 11: S&P 500 Valuations

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

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Cyclical Bull Markets

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

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Exhibit 13: CDLI Total Return (2004-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 24th, 2025

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Exhibit 15: Calendar Year Return Comparison (2005-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on January 24th, 2025

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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

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