RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1916

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WITHDRAWN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
1916 35 0 0.04 0 + 4,800 4,800
1917 36 4,800 0.22 -1,042 + 4,800 8,558
1918 37 8,558 0.11 899 + 4,800 14,257
1919 38 14,257 0.31 4,348 + 4,800 23,405
1920 39 23,405 0.33 -7,700 + 4,800 20,505
1921 40 20,505 0.13 2,604 + 4,800 27,909
1922 41 27,909 0.22 6,056 + 4,800 38,765
1923 42 38,765 0.03 -1,279 + 4,800 42,286
1924 43 42,286 0.26 11,079 + 4,800 58,165
1925 44 58,165 0.30 17,450 + 4,800 80,415
1926 45 80,415 0.00 241 + 4,800 85,456
1927 46 85,456 0.29 24,611 + 4,800 114,867
1928 47 114,867 0.48 55,366 + 4,800 175,033
1929 48 175,033 0.17 -30,106 + 4,800 149,728
1930 49 149,728 0.34 -50,608 + 4,800 103,920
1931 50 103,920 0.53 -54,766 + 4,800 53,954
1932 51 53,954 0.23 -12,463 + 4,800 46,291
1933 52 46,291 0.67 30,876 + 4,800 81,966
1934 53 81,966 0.04 3,361 + 4,800 90,127
1935 54 90,127 0.39 34,699 + 4,800 129,626
1936 55 129,626 0.25 32,147 + 4,800 166,573
1937 56 166,573 0.33 -54,636 + 4,800 116,737
1938 57 116,737 0.28 32,803 + 4,800 154,340
1939 58 154,340 0.03 -4,476 + 4,800 154,665
1940 59 154,665 0.13 -19,642 + 4,800 139,822
1941 60 139,822 0.15 -21,533 + 4,800 123,090
1942 61 123,090 0.08 9,355 + 4,800 137,244
1943 62 137,244 0.14 18,940 + 4,800 160,984
1944 63 160,984 0.12 19,479 + 4,800 185,263
1945 64 185,263 0.27 49,280 + 4,800 239,343
1946 65 239,343 0.081 -17,933 -17,951 203,460
1947 66 203,460 0.022 4,140 -15,259 192,341
1948 67 192,341 0.021 -3,724 -15,000 173,616
1949 68 173,616 0.129 20,462 -15,000 179,078
1950 69 179,078 0.176 28,878 -15,000 192,956
1951 70 192,956 0.144 25,626 -15,000 203,581
1952 71 203,581 0.084 15,818 -15,269 204,131
1953 72 204,131 0.038 -7,175 -15,310 181,646
1954 73 181,646 0.440 73,324 -15,000 239,970
1955 74 239,970 0.208 46,170 -17,998 268,143
1956 75 268,143 0.023 5,705 -20,111 253,737
1957 76 253,737 0.128 -30,042 -19,030 204,664
1958 77 204,664 0.340 64,367 -15,350 253,681
1959 78 253,681 0.164 38,483 -19,026 273,138
1960 79 273,138 0.093 -23,497 -20,485 229,156
1961 80 229,156 0.187 39,638 -17,187 251,608
1962 81 251,608 0.108 -25,136 -18,871 207,602
1963 82 207,602 0.170 32,645 -15,570 224,677
1964 83 224,677 0.146 30,343 -16,851 238,169
1965 84 238,169 0.109 24,013 -17,863 244,319
1966 85 244,319 0.189 -42,713 -18,324 183,282


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