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Ownership of the US Equity Market

Submitted by Your Personal CFO - Bourbon Financial Management on October 20th, 2025

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Impact of Missing Best Market Days (1988–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 5th, 2025

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Cost of Missing Best Days in S&P 500 (1988–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 3rd, 2025

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Buying Back After Selling Cash (Investor Behavior)

Submitted by Your Personal CFO - Bourbon Financial Management on September 30th, 2025

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Household Assets in Stocks (1951–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2025

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Active Fund Success Rates by Category (as of 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 2nd, 2025

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Public and Private Manager Dispersion Chart

Submitted by Your Personal CFO - Bourbon Financial Management on August 25th, 2025

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Trying to buy back in after going to cash

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2025

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Required Annual Contributions to Reach $2.5M Portfolio

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

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Berkshire's Cash Allocation Over Market Cycles

Submitted by Your Personal CFO - Bourbon Financial Management on March 14th, 2025

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