RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1927

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WITHDRAWN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
1927 35 0 0.29 0 + 4,800 4,800
1928 36 4,800 0.48 2,314 + 4,800 11,914
1929 37 11,914 0.17 -2,049 + 4,800 14,664
1930 38 14,664 0.34 -4,957 + 4,800 14,508
1931 39 14,508 0.53 -7,646 + 4,800 11,662
1932 40 11,662 0.23 -2,694 + 4,800 13,768
1933 41 13,768 0.67 9,183 + 4,800 27,752
1934 42 27,752 0.04 1,138 + 4,800 33,689
1935 43 33,689 0.39 12,970 + 4,800 51,460
1936 44 51,460 0.25 12,762 + 4,800 69,022
1937 45 69,022 0.33 -22,639 + 4,800 51,183
1938 46 51,183 0.28 14,382 + 4,800 70,365
1939 47 70,365 0.03 -2,041 + 4,800 73,125
1940 48 73,125 0.13 -9,287 + 4,800 68,638
1941 49 68,638 0.15 -10,570 + 4,800 62,868
1942 50 62,868 0.08 4,778 + 4,800 72,445
1943 51 72,445 0.14 9,997 + 4,800 87,243
1944 52 87,243 0.12 10,556 + 4,800 102,599
1945 53 102,599 0.27 27,291 + 4,800 134,691
1946 54 134,691 0.08 -10,910 + 4,800 128,581
1947 55 128,581 0.02 2,829 + 4,800 136,210
1948 56 136,210 0.02 -2,860 + 4,800 138,149
1949 57 138,149 0.13 17,821 + 4,800 160,770
1950 58 160,770 0.18 28,296 + 4,800 193,866
1951 59 193,866 0.14 27,917 + 4,800 226,583
1952 60 226,583 0.08 19,033 + 4,800 250,416
1953 61 250,416 0.04 -9,516 + 4,800 245,700
1954 62 245,700 0.44 108,108 + 4,800 358,608
1955 63 358,608 0.21 74,590 + 4,800 437,998
1956 64 437,998 0.02 10,074 + 4,800 452,872
1957 65 452,872 0.128 -54,768 -25,000 373,105
1958 66 373,105 0.340 118,356 -25,000 466,460
1959 67 466,460 0.164 72,399 -25,000 513,860
1960 68 513,860 0.093 -45,464 -25,000 443,396
1961 69 443,396 0.187 78,240 -25,000 496,636
1962 70 496,636 0.108 -50,937 -25,000 420,699
1963 71 420,699 0.170 67,269 -25,000 462,968
1964 72 462,968 0.146 63,943 -25,000 501,911
1965 73 501,911 0.109 51,983 -25,000 528,894
1966 74 528,894 0.189 -95,236 -25,000 408,658
1967 75 408,658 0.152 58,316 -25,000 441,974
1968 76 441,974 0.043 17,930 -25,000 434,904
1969 77 434,904 0.152 -62,305 -25,000 347,599
1970 78 347,599 0.048 15,485 -25,000 338,084
1971 79 338,084 0.061 19,098 -25,000 332,182
1972 80 332,182 0.146 44,861 -24,914 352,129
1973 81 352,129 0.166 -54,303 -25,000 272,826
1974 82 272,826 0.276 -69,652 -20,462 182,711
1975 83 182,711 0.383 64,233 -15,000 231,945
1976 84 231,945 0.179 38,404 -17,396 252,953
1977 85 252,953 0.173 -40,479 -18,972 193,503


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