RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1913

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WITHDRAWN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
1913 35 0 0.10 0 + 4,800 4,800
1914 36 4,800 0.31 -1,474 + 4,800 8,126
1915 37 8,126 0.82 6,639 + 4,800 19,566
1916 38 19,566 0.04 -822 + 4,800 23,544
1917 39 23,544 0.22 -5,109 + 4,800 23,235
1918 40 23,235 0.11 2,440 + 4,800 30,475
1919 41 30,475 0.31 9,295 + 4,800 44,569
1920 42 44,569 0.33 -14,663 + 4,800 34,706
1921 43 34,706 0.13 4,408 + 4,800 43,914
1922 44 43,914 0.22 9,529 + 4,800 58,243
1923 45 58,243 0.03 -1,922 + 4,800 61,121
1924 46 61,121 0.26 16,014 + 4,800 81,935
1925 47 81,935 0.30 24,580 + 4,800 111,315
1926 48 111,315 0.00 334 + 4,800 116,449
1927 49 116,449 0.29 33,537 + 4,800 154,786
1928 50 154,786 0.48 74,607 + 4,800 234,193
1929 51 234,193 0.17 -40,281 + 4,800 198,712
1930 52 198,712 0.34 -67,165 + 4,800 136,347
1931 53 136,347 0.53 -71,855 + 4,800 69,292
1932 54 69,292 0.23 -16,007 + 4,800 58,086
1933 55 58,086 0.67 38,743 + 4,800 101,629
1934 56 101,629 0.04 4,167 + 4,800 110,596
1935 57 110,596 0.39 42,579 + 4,800 157,975
1936 58 157,975 0.25 39,178 + 4,800 201,953
1937 59 201,953 0.33 -66,241 + 4,800 140,512
1938 60 140,512 0.28 39,484 + 4,800 184,796
1939 61 184,796 0.03 -5,359 + 4,800 184,237
1940 62 184,237 0.13 -23,398 + 4,800 165,639
1941 63 165,639 0.15 -25,508 + 4,800 144,931
1942 64 144,931 0.08 11,015 + 4,800 160,745
1943 65 160,745 0.138 20,113 -15,000 165,858
1944 66 165,858 0.121 18,254 -15,000 169,112
1945 67 169,112 0.266 40,994 -15,000 195,106
1946 68 195,106 0.081 -14,589 -15,000 165,517
1947 69 165,517 0.022 3,311 -15,000 153,829
1948 70 153,829 0.021 -2,915 -15,000 135,913
1949 71 135,913 0.129 15,598 -15,000 136,511
1950 72 136,511 0.176 21,386 -15,000 142,897
1951 73 142,897 0.144 18,417 -15,000 146,314
1952 74 146,314 0.084 11,030 -15,000 142,345
1953 75 142,345 0.038 -4,839 -15,000 122,506
1954 76 122,506 0.440 47,302 -15,000 154,808
1955 77 154,808 0.208 29,080 -15,000 168,888
1956 78 168,888 0.023 3,539 -15,000 157,428
1957 79 157,428 0.128 -18,231 -15,000 124,197
1958 80 124,197 0.340 37,127 -15,000 146,324
1959 81 146,324 0.164 21,537 -15,000 152,861
1960 82 152,861 0.093 -12,821 -15,000 125,040
1961 83 125,040 0.187 20,577 -15,000 130,617
1962 84 130,617 0.108 -12,487 -15,000 103,131
1963 85 103,131 0.170 14,982 -15,000 103,113


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