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Annual style rotation in ACWI ex US small cap

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Small caps have beaten inflation in every decade since the 1930's

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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1 year and 3 year performance from initial fed tightening (%) since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Russell 2000 vs. Russell 1000 median LTM EV/EBIT

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Weight of top 5 S&P 500 stocks vs. small cap relative performance since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Small-cap and large-cap market cycles since 1931

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Historically, core bonds have outperformed cash allocations over longer horizons

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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S&P 500 technology relative performance during IT spending secular bulls and bears since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Change in fed funds rate and US 10 year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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How one-star funds performed over time

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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