RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1926

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WITHDRAWN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
1926 35 0 0.00 0 + 4,800 4,800
1927 36 4,800 0.29 1,382 + 4,800 10,982
1928 37 10,982 0.48 5,294 + 4,800 21,076
1929 38 21,076 0.17 -3,625 + 4,800 22,251
1930 39 22,251 0.34 -7,521 + 4,800 19,530
1931 40 19,530 0.53 -10,292 + 4,800 14,038
1932 41 14,038 0.23 -3,243 + 4,800 15,595
1933 42 15,595 0.67 10,402 + 4,800 30,797
1934 43 30,797 0.04 1,263 + 4,800 36,860
1935 44 36,860 0.39 14,191 + 4,800 55,850
1936 45 55,850 0.25 13,851 + 4,800 74,501
1937 46 74,501 0.33 -24,436 + 4,800 54,865
1938 47 54,865 0.28 15,417 + 4,800 75,082
1939 48 75,082 0.03 -2,177 + 4,800 77,705
1940 49 77,705 0.13 -9,868 + 4,800 72,636
1941 50 72,636 0.15 -11,186 + 4,800 66,250
1942 51 66,250 0.08 5,035 + 4,800 76,085
1943 52 76,085 0.14 10,500 + 4,800 91,385
1944 53 91,385 0.12 11,058 + 4,800 107,243
1945 54 107,243 0.27 28,527 + 4,800 140,569
1946 55 140,569 0.08 -11,386 + 4,800 133,983
1947 56 133,983 0.02 2,948 + 4,800 141,731
1948 57 141,731 0.02 -2,976 + 4,800 143,554
1949 58 143,554 0.13 18,518 + 4,800 166,873
1950 59 166,873 0.18 29,370 + 4,800 201,042
1951 60 201,042 0.14 28,950 + 4,800 234,792
1952 61 234,792 0.08 19,723 + 4,800 259,315
1953 62 259,315 0.04 -9,854 + 4,800 254,261
1954 63 254,261 0.44 111,875 + 4,800 370,936
1955 64 370,936 0.21 77,155 + 4,800 452,890
1956 65 452,890 0.023 9,841 -25,000 437,732
1957 66 437,732 0.128 -52,830 -25,000 359,902
1958 67 359,902 0.340 113,867 -25,000 448,769
1959 68 448,769 0.164 69,498 -25,000 493,267
1960 69 493,267 0.093 -43,549 -25,000 424,718
1961 70 424,718 0.187 74,747 -25,000 474,466
1962 71 474,466 0.108 -48,542 -25,000 400,923
1963 72 400,923 0.170 63,907 -25,000 439,830
1964 73 439,830 0.146 60,565 -25,000 475,395
1965 74 475,395 0.109 49,093 -25,000 499,489
1966 75 499,489 0.189 -89,678 -25,000 384,810
1967 76 384,810 0.152 54,691 -25,000 414,501
1968 77 414,501 0.043 16,749 -25,000 406,250
1969 78 406,250 0.152 -57,950 -25,000 323,300
1970 79 323,300 0.048 14,355 -24,247 313,407
1971 80 313,407 0.061 17,684 -23,506 307,585
1972 81 307,585 0.146 41,539 -23,069 326,056
1973 82 326,056 0.166 -50,066 -24,454 251,536
1974 83 251,536 0.276 -64,217 -18,865 168,454
1975 84 168,454 0.383 58,773 -15,000 212,226
1976 85 212,226 0.179 35,139 -15,917 231,449


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