RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1905

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WITHDRAWN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
1905 35 0 0.38 0 + 4,800 4,800
1906 36 4,800 0.02 -91 + 4,800 9,509
1907 37 9,509 0.38 -3,585 + 4,800 10,724
1908 38 10,724 0.47 4,997 + 4,800 20,521
1909 39 20,521 0.15 3,078 + 4,800 28,400
1910 40 28,400 0.18 -5,084 + 4,800 28,116
1911 41 28,116 0.00 112 + 4,800 33,029
1912 42 33,029 0.08 2,510 + 4,800 40,339
1913 43 40,339 0.10 -4,155 + 4,800 40,984
1914 44 40,984 0.31 -12,582 + 4,800 33,202
1915 45 33,202 0.82 27,126 + 4,800 65,128
1916 46 65,128 0.04 -2,735 + 4,800 67,192
1917 47 67,192 0.22 -14,581 + 4,800 57,412
1918 48 57,412 0.11 6,028 + 4,800 68,240
1919 49 68,240 0.31 20,813 + 4,800 93,853
1920 50 93,853 0.33 -30,878 + 4,800 67,775
1921 51 67,775 0.13 8,607 + 4,800 81,183
1922 52 81,183 0.22 17,617 + 4,800 103,599
1923 53 103,599 0.03 -3,419 + 4,800 104,981
1924 54 104,981 0.26 27,505 + 4,800 137,286
1925 55 137,286 0.30 41,186 + 4,800 183,271
1926 56 183,271 0.00 550 + 4,800 188,621
1927 57 188,621 0.29 54,323 + 4,800 247,744
1928 58 247,744 0.48 119,413 + 4,800 371,956
1929 59 371,956 0.17 -63,976 + 4,800 312,780
1930 60 312,780 0.34 -105,720 + 4,800 211,860
1931 61 211,860 0.53 -111,650 + 4,800 105,010
1932 62 105,010 0.23 -24,257 + 4,800 85,553
1933 63 85,553 0.67 57,064 + 4,800 147,416
1934 64 147,416 0.04 6,044 + 4,800 158,260
1935 65 158,260 0.385 55,155 -15,000 198,415
1936 66 198,415 0.248 45,487 -15,000 228,903
1937 67 228,903 0.328 -69,449 -17,168 142,286
1938 68 142,286 0.281 35,767 -15,000 163,053
1939 69 163,053 0.029 -4,294 -15,000 143,760
1940 70 143,760 0.127 -16,352 -15,000 112,407
1941 71 112,407 0.154 -15,001 -15,000 82,406
1942 72 82,406 0.076 5,123 -15,000 72,529
1943 73 72,529 0.138 7,939 -15,000 65,468
1944 74 65,468 0.121 6,107 -15,000 56,575
1945 75 56,575 0.266 11,059 -15,000 52,634
1946 76 52,634 0.081 -3,048 -15,000 34,586
1947 77 34,586 0.022 431 -15,000 20,017
1948 78 20,017 0.021 -105 -15,000 4,911
1949 78 4,911 0.129 0 -0 0


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