RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1925

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WITHDRAWN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
1925 35 0 0.30 0 + 4,800 4,800
1926 36 4,800 0.00 14 + 4,800 9,614
1927 37 9,614 0.29 2,769 + 4,800 17,183
1928 38 17,183 0.48 8,282 + 4,800 30,266
1929 39 30,266 0.17 -5,206 + 4,800 29,860
1930 40 29,860 0.34 -10,093 + 4,800 24,567
1931 41 24,567 0.53 -12,947 + 4,800 16,420
1932 42 16,420 0.23 -3,793 + 4,800 17,427
1933 43 17,427 0.67 11,624 + 4,800 33,851
1934 44 33,851 0.04 1,388 + 4,800 40,039
1935 45 40,039 0.39 15,415 + 4,800 60,254
1936 46 60,254 0.25 14,943 + 4,800 79,997
1937 47 79,997 0.33 -26,239 + 4,800 58,558
1938 48 58,558 0.28 16,455 + 4,800 79,813
1939 49 79,813 0.03 -2,315 + 4,800 82,298
1940 50 82,298 0.13 -10,452 + 4,800 76,646
1941 51 76,646 0.15 -11,804 + 4,800 69,643
1942 52 69,643 0.08 5,293 + 4,800 79,736
1943 53 79,736 0.14 11,004 + 4,800 95,539
1944 54 95,539 0.12 11,560 + 4,800 111,900
1945 55 111,900 0.27 29,765 + 4,800 146,465
1946 56 146,465 0.08 -11,864 + 4,800 139,401
1947 57 139,401 0.02 3,067 + 4,800 147,268
1948 58 147,268 0.02 -3,093 + 4,800 148,975
1949 59 148,975 0.13 19,218 + 4,800 172,993
1950 60 172,993 0.18 30,447 + 4,800 208,240
1951 61 208,240 0.14 29,987 + 4,800 243,027
1952 62 243,027 0.08 20,414 + 4,800 268,241
1953 63 268,241 0.04 -10,193 + 4,800 262,848
1954 64 262,848 0.44 115,653 + 4,800 383,301
1955 65 383,301 0.208 74,527 -25,000 432,827
1956 66 432,827 0.023 9,380 -25,000 417,207
1957 67 417,207 0.128 -50,203 -25,000 342,005
1958 68 342,005 0.340 107,782 -25,000 424,786
1959 69 424,786 0.164 65,565 -25,000 465,351
1960 70 465,351 0.093 -40,953 -25,000 399,399
1961 71 399,399 0.187 70,013 -25,000 444,411
1962 72 444,411 0.108 -45,296 -25,000 374,115
1963 73 374,115 0.170 59,350 -25,000 408,464
1964 74 408,464 0.146 55,986 -25,000 439,450
1965 75 439,450 0.109 45,175 -25,000 459,625
1966 76 459,625 0.189 -82,144 -25,000 352,481
1967 77 352,481 0.152 49,777 -25,000 377,258
1968 78 377,258 0.043 15,147 -25,000 367,405
1969 79 367,405 0.152 -52,046 -25,000 290,360
1970 80 290,360 0.048 12,892 -21,777 281,475
1971 81 281,475 0.061 15,882 -21,111 276,246
1972 82 276,246 0.146 37,307 -20,718 292,835
1973 83 292,835 0.166 -44,965 -21,963 225,907
1974 84 225,907 0.276 -57,674 -16,943 151,290
1975 85 151,290 0.383 52,199 -15,000 188,489


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