RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1907

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WITHDRAWN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
1907 35 0 0.38 0 + 4,800 4,800
1908 36 4,800 0.47 2,237 + 4,800 11,837
1909 37 11,837 0.15 1,776 + 4,800 18,412
1910 38 18,412 0.18 -3,296 + 4,800 19,917
1911 39 19,917 0.00 80 + 4,800 24,796
1912 40 24,796 0.08 1,885 + 4,800 31,481
1913 41 31,481 0.10 -3,243 + 4,800 33,038
1914 42 33,038 0.31 -10,143 + 4,800 27,695
1915 43 27,695 0.82 22,627 + 4,800 55,123
1916 44 55,123 0.04 -2,315 + 4,800 57,607
1917 45 57,607 0.22 -12,501 + 4,800 49,907
1918 46 49,907 0.11 5,240 + 4,800 59,947
1919 47 59,947 0.31 18,284 + 4,800 83,031
1920 48 83,031 0.33 -27,317 + 4,800 60,514
1921 49 60,514 0.13 7,685 + 4,800 72,999
1922 50 72,999 0.22 15,841 + 4,800 93,640
1923 51 93,640 0.03 -3,090 + 4,800 95,349
1924 52 95,349 0.26 24,982 + 4,800 125,131
1925 53 125,131 0.30 37,539 + 4,800 167,470
1926 54 167,470 0.00 502 + 4,800 172,773
1927 55 172,773 0.29 49,759 + 4,800 227,331
1928 56 227,331 0.48 109,574 + 4,800 341,705
1929 57 341,705 0.17 -58,773 + 4,800 287,732
1930 58 287,732 0.34 -97,253 + 4,800 195,278
1931 59 195,278 0.53 -102,912 + 4,800 97,167
1932 60 97,167 0.23 -22,445 + 4,800 79,521
1933 61 79,521 0.67 53,041 + 4,800 137,362
1934 62 137,362 0.04 5,632 + 4,800 147,794
1935 63 147,794 0.39 56,901 + 4,800 209,494
1936 64 209,494 0.25 51,955 + 4,800 266,249
1937 65 266,249 0.328 -80,780 -19,969 165,500
1938 66 165,500 0.281 42,291 -15,000 192,791
1939 67 192,791 0.029 -5,156 -15,000 172,635
1940 68 172,635 0.127 -20,020 -15,000 137,615
1941 69 137,615 0.154 -18,883 -15,000 103,732
1942 70 103,732 0.076 6,744 -15,000 95,476
1943 71 95,476 0.138 11,106 -15,000 91,582
1944 72 91,582 0.121 9,266 -15,000 85,848
1945 73 85,848 0.266 18,846 -15,000 89,694
1946 74 89,694 0.081 -6,050 -15,000 68,644
1947 75 68,644 0.022 1,180 -15,000 54,824
1948 76 54,824 0.021 -836 -15,000 38,988
1949 77 38,988 0.129 3,094 -15,000 27,082
1950 78 27,082 0.176 2,126 -15,000 14,208
1951 78 14,208 0.144 0 -0 0


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