RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1923

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WITHDRAWN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
1923 35 0 0.03 0 + 4,800 4,800
1924 36 4,800 0.26 1,258 + 4,800 10,858
1925 37 10,858 0.30 3,257 + 4,800 18,915
1926 38 18,915 0.00 57 + 4,800 23,772
1927 39 23,772 0.29 6,846 + 4,800 35,418
1928 40 35,418 0.48 17,071 + 4,800 57,289
1929 41 57,289 0.17 -9,854 + 4,800 52,236
1930 42 52,236 0.34 -17,656 + 4,800 39,380
1931 43 39,380 0.53 -20,753 + 4,800 23,427
1932 44 23,427 0.23 -5,412 + 4,800 22,815
1933 45 22,815 0.67 15,218 + 4,800 42,833
1934 46 42,833 0.04 1,756 + 4,800 49,389
1935 47 49,389 0.39 19,015 + 4,800 73,204
1936 48 73,204 0.25 18,155 + 4,800 96,158
1937 49 96,158 0.33 -31,540 + 4,800 69,418
1938 50 69,418 0.28 19,507 + 4,800 93,725
1939 51 93,725 0.03 -2,718 + 4,800 95,807
1940 52 95,807 0.13 -12,167 + 4,800 88,439
1941 53 88,439 0.15 -13,620 + 4,800 79,620
1942 54 79,620 0.08 6,051 + 4,800 90,471
1943 55 90,471 0.14 12,485 + 4,800 107,756
1944 56 107,756 0.12 13,038 + 4,800 125,594
1945 57 125,594 0.27 33,408 + 4,800 163,802
1946 58 163,802 0.08 -13,268 + 4,800 155,334
1947 59 155,334 0.02 3,417 + 4,800 163,552
1948 60 163,552 0.02 -3,435 + 4,800 164,917
1949 61 164,917 0.13 21,274 + 4,800 190,991
1950 62 190,991 0.18 33,614 + 4,800 229,406
1951 63 229,406 0.14 33,034 + 4,800 267,240
1952 64 267,240 0.08 22,448 + 4,800 294,489
1953 65 294,489 0.038 -10,351 -22,087 262,051
1954 66 262,051 0.440 106,655 -19,654 349,051
1955 67 349,051 0.208 67,403 -25,000 391,454
1956 68 391,454 0.023 8,428 -25,000 374,883
1957 69 374,883 0.128 -44,785 -25,000 305,098
1958 70 305,098 0.340 95,953 -22,882 378,168
1959 71 378,168 0.164 57,920 -25,000 411,088
1960 72 411,088 0.093 -35,906 -25,000 350,182
1961 73 350,182 0.187 60,809 -25,000 385,991
1962 74 385,991 0.108 -38,987 -25,000 322,004
1963 75 322,004 0.170 50,635 -24,150 348,489
1964 76 348,489 0.146 47,229 -25,000 370,718
1965 77 370,718 0.109 37,683 -25,000 383,401
1966 78 383,401 0.189 -67,738 -25,000 290,664
1967 79 290,664 0.152 40,867 -21,800 309,731
1968 80 309,731 0.043 12,320 -23,230 298,821
1969 81 298,821 0.152 -42,014 -22,412 234,395
1970 82 234,395 0.048 10,407 -17,580 227,223
1971 83 227,223 0.061 12,821 -17,042 223,002
1972 84 223,002 0.146 30,116 -16,725 236,393
1973 85 236,393 0.166 -36,298 -17,729 182,365


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