RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1915

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WITHDRAWN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
1915 35 0 0.82 0 + 4,800 4,800
1916 36 4,800 0.04 -202 + 4,800 9,398
1917 37 9,398 0.22 -2,039 + 4,800 12,159
1918 38 12,159 0.11 1,277 + 4,800 18,236
1919 39 18,236 0.31 5,562 + 4,800 28,598
1920 40 28,598 0.33 -9,409 + 4,800 23,989
1921 41 23,989 0.13 3,047 + 4,800 31,836
1922 42 31,836 0.22 6,908 + 4,800 43,544
1923 43 43,544 0.03 -1,437 + 4,800 46,907
1924 44 46,907 0.26 12,290 + 4,800 63,996
1925 45 63,996 0.30 19,199 + 4,800 87,995
1926 46 87,995 0.00 264 + 4,800 93,059
1927 47 93,059 0.29 26,801 + 4,800 124,661
1928 48 124,661 0.48 60,086 + 4,800 189,547
1929 49 189,547 0.17 -32,602 + 4,800 161,745
1930 50 161,745 0.34 -54,670 + 4,800 111,875
1931 51 111,875 0.53 -58,958 + 4,800 57,717
1932 52 57,717 0.23 -13,333 + 4,800 49,184
1933 53 49,184 0.67 32,806 + 4,800 86,790
1934 54 86,790 0.04 3,558 + 4,800 95,149
1935 55 95,149 0.39 36,632 + 4,800 136,581
1936 56 136,581 0.25 33,872 + 4,800 175,253
1937 57 175,253 0.33 -57,483 + 4,800 122,570
1938 58 122,570 0.28 34,442 + 4,800 161,812
1939 59 161,812 0.03 -4,693 + 4,800 161,920
1940 60 161,920 0.13 -20,564 + 4,800 146,156
1941 61 146,156 0.15 -22,508 + 4,800 128,448
1942 62 128,448 0.08 9,762 + 4,800 143,010
1943 63 143,010 0.14 19,735 + 4,800 167,545
1944 64 167,545 0.12 20,273 + 4,800 192,618
1945 65 192,618 0.266 47,246 -15,000 224,865
1946 66 224,865 0.081 -16,848 -16,865 191,152
1947 67 191,152 0.022 3,875 -15,000 180,027
1948 68 180,027 0.021 -3,466 -15,000 161,562
1949 69 161,562 0.129 18,906 -15,000 165,468
1950 70 165,468 0.176 26,482 -15,000 176,950
1951 71 176,950 0.144 23,321 -15,000 185,271
1952 72 185,271 0.084 14,303 -15,000 184,574
1953 73 184,574 0.038 -6,444 -15,000 163,130
1954 74 163,130 0.440 65,177 -15,000 213,307
1955 75 213,307 0.208 41,040 -15,998 238,350
1956 76 238,350 0.023 5,071 -17,876 225,544
1957 77 225,544 0.128 -26,704 -16,916 181,924
1958 78 181,924 0.340 56,754 -15,000 223,678
1959 79 223,678 0.164 33,932 -16,776 240,834
1960 80 240,834 0.093 -20,718 -18,063 202,054
1961 81 202,054 0.187 34,950 -15,154 221,850
1962 82 221,850 0.108 -22,163 -16,639 183,049
1963 83 183,049 0.170 28,568 -15,000 196,617
1964 84 196,617 0.146 26,516 -15,000 208,133
1965 85 208,133 0.109 20,985 -15,610 213,508


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