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Weight of Names in S&P 500 trading > 10x Trailing 12M P/S

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2026

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U.S. Real Estate Sector Index Trends (1996–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2026

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Emerging Markets vs Developed Markets

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2026

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Historical Active Fixed-Income Funds' Success Rate (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

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Rolling 3-Year S&P 600 (Small Cap) Returns minus Rolling 3-Year S&P 500 (Large Cap) Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

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Growth of $2000 Invested Annually in the S&P 500 from 2005-2024

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

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Global Housing Shortage

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

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Historical Active Equity Funds' Success Rate (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

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US Equity index P/E valuations vs. history

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

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60/40 can have long periods of weak returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2026

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