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Calendar-based rebalancing methods

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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S&P 500 worst years since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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S&P bear markets vs bull markets since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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The Dow Jones Industrial Average: 1914-1939

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Ownership of US equity market since 1945

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Subsequent three-year performance (through 2022) of funds originally ranked in top quartile for three years ended 2019

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Time in the market, not timing the market (1988-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Average investor allocation to equities vs. 10 year forward annualized price return since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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DJIA 10/01/1928 thru 12/31/1954

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Hedge fund manager dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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