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Why Do Investors Really Underperform Over Time?

Submitted by Your Personal CFO - Bourbon Financial Management on December 28th, 2014

http://advisorperspectives.com/commentaries/streettalk_100814.php

While the inability to participate in the financial markets is certainly a major issue, the biggest reason for underperformance by investors who do participate in the financial markets over time is psychology.

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10 year annualized excess return of S&P 500 over 10 year U.S. Treasury

Submitted by Your Personal CFO - Bourbon Financial Management on December 27th, 2014

Returns

Inflation is Below Target in Most OECD Economics

Submitted by Your Personal CFO - Bourbon Financial Management on December 26th, 2014

Economy

S&P 500 Annual Returns Sorted from Highest to Lowest

Submitted by Your Personal CFO - Bourbon Financial Management on December 25th, 2014

Returns

Bonds are Less Volatile...But Not Less Risky!

Submitted by Your Personal CFO - Bourbon Financial Management on December 24th, 2014

Returns

Median New Home Sales Prices - Adjusted for Inflation

Submitted by Your Personal CFO - Bourbon Financial Management on December 23rd, 2014

Case-Shiller National House Price Index in Constant Dollars, 1890-2013

Submitted by Your Personal CFO - Bourbon Financial Management on December 22nd, 2014

Percentage of Periods that Earned a Positive Return Since 1871

Submitted by Your Personal CFO - Bourbon Financial Management on December 21st, 2014

Returns

Minimum and Maximum Total Real Returns by Holding Period 1871-2012

Submitted by Your Personal CFO - Bourbon Financial Management on December 20th, 2014

Returns

S&P 500 Declines of 20% or more

Submitted by Your Personal CFO - Bourbon Financial Management on December 19th, 2014

Returns