RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1909

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WITHDRAWN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
1909 35 0 0.15 0 + 4,800 4,800
1910 36 4,800 0.18 -859 + 4,800 8,741
1911 37 8,741 0.00 35 + 4,800 13,576
1912 38 13,576 0.08 1,032 + 4,800 19,408
1913 39 19,408 0.10 -1,999 + 4,800 22,209
1914 40 22,209 0.31 -6,818 + 4,800 20,191
1915 41 20,191 0.82 16,496 + 4,800 41,486
1916 42 41,486 0.04 -1,742 + 4,800 44,544
1917 43 44,544 0.22 -9,666 + 4,800 39,678
1918 44 39,678 0.11 4,166 + 4,800 48,644
1919 45 48,644 0.31 14,836 + 4,800 68,280
1920 46 68,280 0.33 -22,464 + 4,800 50,616
1921 47 50,616 0.13 6,428 + 4,800 61,844
1922 48 61,844 0.22 13,420 + 4,800 80,065
1923 49 80,065 0.03 -2,642 + 4,800 82,222
1924 50 82,222 0.26 21,542 + 4,800 108,565
1925 51 108,565 0.30 32,569 + 4,800 145,934
1926 52 145,934 0.00 438 + 4,800 151,172
1927 53 151,172 0.29 43,538 + 4,800 199,509
1928 54 199,509 0.48 96,164 + 4,800 300,473
1929 55 300,473 0.17 -51,681 + 4,800 253,592
1930 56 253,592 0.34 -85,714 + 4,800 172,678
1931 57 172,678 0.53 -91,001 + 4,800 86,477
1932 58 86,477 0.23 -19,976 + 4,800 71,300
1933 59 71,300 0.67 47,557 + 4,800 123,658
1934 60 123,658 0.04 5,070 + 4,800 133,528
1935 61 133,528 0.39 51,408 + 4,800 189,736
1936 62 189,736 0.25 47,055 + 4,800 241,591
1937 63 241,591 0.33 -79,242 + 4,800 167,149
1938 64 167,149 0.28 46,969 + 4,800 218,918
1939 65 218,918 0.029 -5,872 -16,419 196,626
1940 66 196,626 0.127 -23,067 -15,000 158,560
1941 67 158,560 0.154 -22,108 -15,000 121,452
1942 68 121,452 0.076 8,090 -15,000 114,542
1943 69 114,542 0.138 13,737 -15,000 113,279
1944 70 113,279 0.121 11,892 -15,000 110,170
1945 71 110,170 0.266 25,315 -15,000 120,486
1946 72 120,486 0.081 -8,544 -15,000 96,941
1947 73 96,941 0.022 1,803 -15,000 83,744
1948 74 83,744 0.021 -1,444 -15,000 67,301
1949 75 67,301 0.129 6,747 -15,000 59,047
1950 76 59,047 0.176 7,752 -15,000 51,800
1951 77 51,800 0.144 5,299 -15,000 42,099
1952 78 42,099 0.084 2,276 -15,000 29,375
1953 79 29,375 0.038 -546 -15,000 13,829
1954 79 13,829 0.440 0 -0 0


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