RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1904

Accumulation / Withdrawal Year By Year Detai

YEAR YOUR
AGE
START OF
YEAR
* DJIA
+/- pct
+ CHANGE in
MKT VALUE
Red Values = loss
+ ANNUAL
INVESTED
or
WITHDRAWN
= PORTFOLIO
@ END OF
YEAR
1904 35 0 0.42 0 + 4,800 4,800
1905 36 4,800 0.38 1,834 + 4,800 11,434
1906 37 11,434 0.02 -217 + 4,800 16,016
1907 38 16,016 0.38 -6,038 + 4,800 14,778
1908 39 14,778 0.47 6,887 + 4,800 26,465
1909 40 26,465 0.15 3,970 + 4,800 35,235
1910 41 35,235 0.18 -6,307 + 4,800 33,728
1911 42 33,728 0.00 135 + 4,800 38,662
1912 43 38,662 0.08 2,938 + 4,800 46,401
1913 44 46,401 0.10 -4,779 + 4,800 46,422
1914 45 46,422 0.31 -14,251 + 4,800 36,970
1915 46 36,970 0.82 30,205 + 4,800 71,975
1916 47 71,975 0.04 -3,023 + 4,800 73,752
1917 48 73,752 0.22 -16,004 + 4,800 62,548
1918 49 62,548 0.11 6,568 + 4,800 73,915
1919 50 73,915 0.31 22,544 + 4,800 101,259
1920 51 101,259 0.33 -33,314 + 4,800 72,745
1921 52 72,745 0.13 9,239 + 4,800 86,784
1922 53 86,784 0.22 18,832 + 4,800 110,416
1923 54 110,416 0.03 -3,644 + 4,800 111,572
1924 55 111,572 0.26 29,232 + 4,800 145,604
1925 56 145,604 0.30 43,681 + 4,800 194,085
1926 57 194,085 0.00 582 + 4,800 199,467
1927 58 199,467 0.29 57,447 + 4,800 261,714
1928 59 261,714 0.48 126,146 + 4,800 392,660
1929 60 392,660 0.17 -67,537 + 4,800 329,922
1930 61 329,922 0.34 -111,514 + 4,800 223,208
1931 62 223,208 0.53 -117,631 + 4,800 110,378
1932 63 110,378 0.23 -25,497 + 4,800 89,680
1933 64 89,680 0.67 59,817 + 4,800 154,297
1934 65 154,297 0.041 5,711 -15,000 145,008
1935 66 145,008 0.385 50,053 -15,000 180,062
1936 67 180,062 0.248 40,935 -15,000 205,997
1937 68 205,997 0.328 -62,499 -15,450 128,048
1938 69 128,048 0.281 31,766 -15,000 144,814
1939 70 144,814 0.029 -3,765 -15,000 126,049
1940 71 126,049 0.127 -14,103 -15,000 96,946
1941 72 96,946 0.154 -12,620 -15,000 69,326
1942 73 69,326 0.076 4,129 -15,000 58,455
1943 74 58,455 0.138 5,997 -15,000 49,452
1944 75 49,452 0.121 4,169 -15,000 38,621
1945 76 38,621 0.266 6,283 -15,000 29,904
1946 77 29,904 0.081 -1,207 -15,000 13,697
1947 77 13,697 0.022 0 -0 0


* DJIA = the historical year end values of the Dow Jones Industrial Average for the years 1900 through 2015