RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1906

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WITHDRAWN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
1906 35 0 0.02 0 + 4,800 4,800
1907 36 4,800 0.38 -1,810 + 4,800 7,790
1908 37 7,790 0.47 3,630 + 4,800 16,221
1909 38 16,221 0.15 2,433 + 4,800 23,454
1910 39 23,454 0.18 -4,198 + 4,800 24,056
1911 40 24,056 0.00 96 + 4,800 28,952
1912 41 28,952 0.08 2,200 + 4,800 35,952
1913 42 35,952 0.10 -3,703 + 4,800 37,049
1914 43 37,049 0.31 -11,374 + 4,800 30,475
1915 44 30,475 0.82 24,898 + 4,800 60,173
1916 45 60,173 0.04 -2,527 + 4,800 62,446
1917 46 62,446 0.22 -13,551 + 4,800 53,695
1918 47 53,695 0.11 5,638 + 4,800 64,133
1919 48 64,133 0.31 19,561 + 4,800 88,494
1920 49 88,494 0.33 -29,114 + 4,800 64,179
1921 50 64,179 0.13 8,151 + 4,800 77,130
1922 51 77,130 0.22 16,737 + 4,800 98,667
1923 52 98,667 0.03 -3,256 + 4,800 100,211
1924 53 100,211 0.26 26,255 + 4,800 131,267
1925 54 131,267 0.30 39,380 + 4,800 175,447
1926 55 175,447 0.00 526 + 4,800 180,773
1927 56 180,773 0.29 52,063 + 4,800 237,635
1928 57 237,635 0.48 114,540 + 4,800 356,976
1929 58 356,976 0.17 -61,400 + 4,800 300,376
1930 59 300,376 0.34 -101,527 + 4,800 203,649
1931 60 203,649 0.53 -107,323 + 4,800 101,126
1932 61 101,126 0.23 -23,360 + 4,800 82,566
1933 62 82,566 0.67 55,071 + 4,800 142,437
1934 63 142,437 0.04 5,840 + 4,800 153,077
1935 64 153,077 0.39 58,935 + 4,800 216,812
1936 65 216,812 0.248 49,737 -16,261 250,288
1937 66 250,288 0.328 -75,937 -18,772 155,579
1938 67 155,579 0.281 39,503 -15,000 180,081
1939 68 180,081 0.029 -4,787 -15,000 160,294
1940 69 160,294 0.127 -18,452 -15,000 126,842
1941 70 126,842 0.154 -17,224 -15,000 94,618
1942 71 94,618 0.076 6,051 -15,000 85,669
1943 72 85,669 0.138 9,752 -15,000 80,421
1944 73 80,421 0.121 7,916 -15,000 73,337
1945 74 73,337 0.266 15,518 -15,000 73,855
1946 75 73,855 0.081 -4,767 -15,000 54,088
1947 76 54,088 0.022 860 -15,000 39,948
1948 77 39,948 0.021 -524 -15,000 24,424
1949 78 24,424 0.129 1,216 -15,000 10,640
1950 78 10,640 0.176 0 -0 0


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