RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1911

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WITHDRAWN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
1911 35 0 0.00 0 + 4,800 4,800
1912 36 4,800 0.08 365 + 4,800 9,965
1913 37 9,965 0.10 -1,026 + 4,800 13,738
1914 38 13,738 0.31 -4,218 + 4,800 14,321
1915 39 14,321 0.82 11,700 + 4,800 30,821
1916 40 30,821 0.04 -1,294 + 4,800 34,326
1917 41 34,326 0.22 -7,449 + 4,800 31,677
1918 42 31,677 0.11 3,326 + 4,800 39,804
1919 43 39,804 0.31 12,140 + 4,800 56,744
1920 44 56,744 0.33 -18,669 + 4,800 42,875
1921 45 42,875 0.13 5,445 + 4,800 53,120
1922 46 53,120 0.22 11,527 + 4,800 69,447
1923 47 69,447 0.03 -2,292 + 4,800 71,955
1924 48 71,955 0.26 18,852 + 4,800 95,608
1925 49 95,608 0.30 28,682 + 4,800 129,090
1926 50 129,090 0.00 387 + 4,800 134,277
1927 51 134,277 0.29 38,672 + 4,800 177,749
1928 52 177,749 0.48 85,675 + 4,800 268,225
1929 53 268,225 0.17 -46,135 + 4,800 226,890
1930 54 226,890 0.34 -76,689 + 4,800 155,001
1931 55 155,001 0.53 -81,686 + 4,800 78,116
1932 56 78,116 0.23 -18,045 + 4,800 64,871
1933 57 64,871 0.67 43,269 + 4,800 112,940
1934 58 112,940 0.04 4,631 + 4,800 122,370
1935 59 122,370 0.39 47,113 + 4,800 174,283
1936 60 174,283 0.25 43,222 + 4,800 222,305
1937 61 222,305 0.33 -72,916 + 4,800 154,189
1938 62 154,189 0.28 43,327 + 4,800 202,316
1939 63 202,316 0.03 -5,867 + 4,800 201,249
1940 64 201,249 0.13 -25,559 + 4,800 180,490
1941 65 180,490 0.154 -25,485 -15,000 140,005
1942 66 140,005 0.076 9,500 -15,000 134,505
1943 67 134,505 0.138 16,492 -15,000 135,997
1944 68 135,997 0.121 14,641 -15,000 135,637
1945 69 135,637 0.266 32,090 -15,000 152,727
1946 70 152,727 0.081 -11,156 -15,000 126,571
1947 71 126,571 0.022 2,455 -15,000 114,026
1948 72 114,026 0.021 -2,080 -15,000 96,946
1949 73 96,946 0.129 10,571 -15,000 92,517
1950 74 92,517 0.176 13,643 -15,000 91,160
1951 75 91,160 0.144 10,967 -15,000 87,127
1952 76 87,127 0.084 6,059 -15,000 78,186
1953 77 78,186 0.038 -2,401 -15,000 60,785
1954 78 60,785 0.440 20,145 -15,000 65,930
1955 79 65,930 0.208 10,593 -15,000 61,524
1956 80 61,524 0.023 1,070 -15,000 47,594
1957 81 47,594 0.128 -4,172 -15,000 28,422
1958 82 28,422 0.340 4,563 -15,000 17,985
1959 83 17,985 0.164 490 -15,000 3,475
1960 83 3,475 0.093 0 -0 0


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