RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1908

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WITHDRAWN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
1908 35 0 0.47 0 + 4,800 4,800
1909 36 4,800 0.15 720 + 4,800 10,320
1910 37 10,320 0.18 -1,847 + 4,800 13,273
1911 38 13,273 0.00 53 + 4,800 18,126
1912 39 18,126 0.08 1,378 + 4,800 24,303
1913 40 24,303 0.10 -2,503 + 4,800 26,600
1914 41 26,600 0.31 -8,166 + 4,800 23,234
1915 42 23,234 0.82 18,982 + 4,800 47,016
1916 43 47,016 0.04 -1,975 + 4,800 49,841
1917 44 49,841 0.22 -10,816 + 4,800 43,826
1918 45 43,826 0.11 4,602 + 4,800 53,227
1919 46 53,227 0.31 16,234 + 4,800 74,262
1920 47 74,262 0.33 -24,432 + 4,800 54,630
1921 48 54,630 0.13 6,938 + 4,800 66,368
1922 49 66,368 0.22 14,402 + 4,800 85,569
1923 50 85,569 0.03 -2,824 + 4,800 87,546
1924 51 87,546 0.26 22,937 + 4,800 115,283
1925 52 115,283 0.30 34,585 + 4,800 154,667
1926 53 154,667 0.00 464 + 4,800 159,931
1927 54 159,931 0.29 46,060 + 4,800 210,792
1928 55 210,792 0.48 101,602 + 4,800 317,193
1929 56 317,193 0.17 -54,557 + 4,800 267,436
1930 57 267,436 0.34 -90,393 + 4,800 181,843
1931 58 181,843 0.53 -95,831 + 4,800 90,812
1932 59 90,812 0.23 -20,977 + 4,800 74,634
1933 60 74,634 0.67 49,781 + 4,800 129,215
1934 61 129,215 0.04 5,298 + 4,800 139,313
1935 62 139,313 0.39 53,635 + 4,800 197,748
1936 63 197,748 0.25 49,042 + 4,800 251,590
1937 64 251,590 0.33 -82,521 + 4,800 173,868
1938 65 173,868 0.281 44,642 -15,000 203,510
1939 66 203,510 0.029 -5,459 -15,263 182,788
1940 67 182,788 0.127 -21,309 -15,000 146,479
1941 68 146,479 0.154 -20,248 -15,000 111,231
1942 69 111,231 0.076 7,314 -15,000 103,545
1943 70 103,545 0.138 12,219 -15,000 100,764
1944 71 100,764 0.121 10,377 -15,000 96,141
1945 72 96,141 0.266 21,584 -15,000 102,725
1946 73 102,725 0.081 -7,106 -15,000 80,619
1947 74 80,619 0.022 1,444 -15,000 67,063
1948 75 67,063 0.021 -1,093 -15,000 50,969
1949 76 50,969 0.129 4,640 -15,000 40,609
1950 77 40,609 0.176 4,507 -15,000 30,117
1951 78 30,117 0.144 2,177 -15,000 17,294
1952 79 17,294 0.084 193 -15,000 2,486
1953 79 2,486 0.038 0 -0 0


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