RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1920

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WITHDRAWN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
1920 35 0 0.33 0 + 4,800 4,800
1921 36 4,800 0.13 610 + 4,800 10,210
1922 37 10,210 0.22 2,215 + 4,800 17,225
1923 38 17,225 0.03 -568 + 4,800 21,457
1924 39 21,457 0.26 5,622 + 4,800 31,878
1925 40 31,878 0.30 9,563 + 4,800 46,242
1926 41 46,242 0.00 139 + 4,800 51,181
1927 42 51,181 0.29 14,740 + 4,800 70,721
1928 43 70,721 0.48 34,087 + 4,800 109,608
1929 44 109,608 0.17 -18,853 + 4,800 95,555
1930 45 95,555 0.34 -32,298 + 4,800 68,058
1931 46 68,058 0.53 -35,866 + 4,800 36,991
1932 47 36,991 0.23 -8,545 + 4,800 33,246
1933 48 33,246 0.67 22,175 + 4,800 60,222
1934 49 60,222 0.04 2,469 + 4,800 67,491
1935 50 67,491 0.39 25,984 + 4,800 98,274
1936 51 98,274 0.25 24,372 + 4,800 127,447
1937 52 127,447 0.33 -41,802 + 4,800 90,444
1938 53 90,444 0.28 25,415 + 4,800 120,659
1939 54 120,659 0.03 -3,499 + 4,800 121,960
1940 55 121,960 0.13 -15,489 + 4,800 111,271
1941 56 111,271 0.15 -17,136 + 4,800 98,935
1942 57 98,935 0.08 7,519 + 4,800 111,254
1943 58 111,254 0.14 15,353 + 4,800 131,407
1944 59 131,407 0.12 15,900 + 4,800 152,108
1945 60 152,108 0.27 40,461 + 4,800 197,368
1946 61 197,368 0.08 -15,987 + 4,800 186,181
1947 62 186,181 0.02 4,096 + 4,800 195,077
1948 63 195,077 0.02 -4,097 + 4,800 195,781
1949 64 195,781 0.13 25,256 + 4,800 225,836
1950 65 225,836 0.176 36,766 -16,938 245,665
1951 66 245,665 0.144 32,723 -18,425 259,963
1952 67 259,963 0.084 20,199 -19,497 260,665
1953 68 260,665 0.038 -9,162 -19,550 231,952
1954 69 231,952 0.440 94,405 -17,396 308,960
1955 70 308,960 0.208 59,444 -23,172 345,232
1956 71 345,232 0.023 7,365 -25,000 327,598
1957 72 327,598 0.128 -38,788 -24,570 264,240
1958 73 264,240 0.340 83,104 -19,818 327,526
1959 74 327,526 0.164 49,686 -24,564 352,647
1960 75 352,647 0.093 -30,471 -25,000 297,176
1961 76 297,176 0.187 51,404 -22,288 326,292
1962 77 326,292 0.108 -32,597 -24,472 269,223
1963 78 269,223 0.170 42,335 -20,192 291,367
1964 79 291,367 0.146 39,349 -21,853 308,864
1965 80 308,864 0.109 31,141 -23,165 316,840
1966 81 316,840 0.189 -55,392 -23,763 237,685
1967 82 237,685 0.152 33,419 -17,826 253,278
1968 83 253,278 0.043 10,074 -18,996 244,356
1969 84 244,356 0.152 -34,356 -18,327 191,673
1970 85 191,673 0.048 8,480 -15,000 185,153


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