RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1921

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WITHDRAWN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
1921 35 0 0.13 0 + 4,800 4,800
1922 36 4,800 0.22 1,042 + 4,800 10,642
1923 37 10,642 0.03 -351 + 4,800 15,090
1924 38 15,090 0.26 3,954 + 4,800 23,844
1925 39 23,844 0.30 7,153 + 4,800 35,797
1926 40 35,797 0.00 107 + 4,800 40,705
1927 41 40,705 0.29 11,723 + 4,800 57,228
1928 42 57,228 0.48 27,584 + 4,800 89,611
1929 43 89,611 0.17 -15,413 + 4,800 78,998
1930 44 78,998 0.34 -26,701 + 4,800 57,097
1931 45 57,097 0.53 -30,090 + 4,800 31,807
1932 46 31,807 0.23 -7,347 + 4,800 29,259
1933 47 29,259 0.67 19,516 + 4,800 53,575
1934 48 53,575 0.04 2,197 + 4,800 60,572
1935 49 60,572 0.39 23,320 + 4,800 88,692
1936 50 88,692 0.25 21,996 + 4,800 115,488
1937 51 115,488 0.33 -37,880 + 4,800 82,408
1938 52 82,408 0.28 23,157 + 4,800 110,365
1939 53 110,365 0.03 -3,201 + 4,800 111,964
1940 54 111,964 0.13 -14,219 + 4,800 102,545
1941 55 102,545 0.15 -15,792 + 4,800 91,553
1942 56 91,553 0.08 6,958 + 4,800 103,311
1943 57 103,311 0.14 14,257 + 4,800 122,368
1944 58 122,368 0.12 14,806 + 4,800 141,974
1945 59 141,974 0.27 37,765 + 4,800 184,539
1946 60 184,539 0.08 -14,948 + 4,800 174,392
1947 61 174,392 0.02 3,837 + 4,800 183,028
1948 62 183,028 0.02 -3,844 + 4,800 183,985
1949 63 183,985 0.13 23,734 + 4,800 212,519
1950 64 212,519 0.18 37,403 + 4,800 254,722
1951 65 254,722 0.144 33,929 -19,104 269,547
1952 66 269,547 0.084 20,944 -20,216 270,274
1953 67 270,274 0.038 -9,500 -20,271 240,504
1954 68 240,504 0.440 97,885 -18,038 320,351
1955 69 320,351 0.208 61,636 -24,026 357,960
1956 70 357,960 0.023 7,658 -25,000 340,618
1957 71 340,618 0.128 -40,399 -25,000 275,219
1958 72 275,219 0.340 86,556 -20,641 341,134
1959 73 341,134 0.164 51,846 -25,000 367,980
1960 74 367,980 0.093 -31,897 -25,000 311,083
1961 75 311,083 0.187 53,810 -23,331 341,561
1962 76 341,561 0.108 -34,189 -25,000 282,373
1963 77 282,373 0.170 44,403 -21,178 305,598
1964 78 305,598 0.146 41,271 -22,920 323,949
1965 79 323,949 0.109 32,662 -24,296 332,315
1966 80 332,315 0.189 -58,097 -24,924 249,294
1967 81 249,294 0.152 35,051 -18,697 265,648
1968 82 265,648 0.043 10,566 -19,924 256,291
1969 83 256,291 0.152 -36,034 -19,222 201,034
1970 84 201,034 0.048 8,926 -15,078 194,883
1971 85 194,883 0.061 10,973 -15,000 190,856


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