RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1933

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WITHDRAWN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
1933 35 0 0.67 0 + 4,800 4,800
1934 36 4,800 0.04 197 + 4,800 9,797
1935 37 9,797 0.39 3,772 + 4,800 18,369
1936 38 18,369 0.25 4,555 + 4,800 27,724
1937 39 27,724 0.33 -9,093 + 4,800 23,431
1938 40 23,431 0.28 6,584 + 4,800 34,814
1939 41 34,814 0.03 -1,010 + 4,800 38,605
1940 42 38,605 0.13 -4,903 + 4,800 38,502
1941 43 38,502 0.15 -5,929 + 4,800 37,373
1942 44 37,373 0.08 2,840 + 4,800 45,013
1943 45 45,013 0.14 6,212 + 4,800 56,025
1944 46 56,025 0.12 6,779 + 4,800 67,604
1945 47 67,604 0.27 17,983 + 4,800 90,386
1946 48 90,386 0.08 -7,321 + 4,800 87,865
1947 49 87,865 0.02 1,933 + 4,800 94,598
1948 50 94,598 0.02 -1,987 + 4,800 97,412
1949 51 97,412 0.13 12,566 + 4,800 114,778
1950 52 114,778 0.18 20,201 + 4,800 139,779
1951 53 139,779 0.14 20,128 + 4,800 164,707
1952 54 164,707 0.08 13,835 + 4,800 183,342
1953 55 183,342 0.04 -6,967 + 4,800 181,175
1954 56 181,175 0.44 79,717 + 4,800 265,692
1955 57 265,692 0.21 55,264 + 4,800 325,756
1956 58 325,756 0.02 7,492 + 4,800 338,049
1957 59 338,049 0.13 -43,270 + 4,800 299,578
1958 60 299,578 0.34 101,857 + 4,800 406,235
1959 61 406,235 0.16 66,623 + 4,800 477,658
1960 62 477,658 0.09 -44,422 + 4,800 438,035
1961 63 438,035 0.19 81,913 + 4,800 524,748
1962 64 524,748 0.11 -56,673 + 4,800 472,875
1963 65 472,875 0.170 76,139 -25,000 524,014
1964 66 524,014 0.146 72,856 -25,000 571,870
1965 67 571,870 0.109 59,609 -25,000 606,479
1966 68 606,479 0.189 -109,900 -25,000 471,579
1967 69 471,579 0.152 67,880 -25,000 514,459
1968 70 514,459 0.043 21,047 -25,000 510,506
1969 71 510,506 0.152 -73,797 -25,000 411,709
1970 72 411,709 0.048 18,562 -25,000 405,271
1971 73 405,271 0.061 23,197 -25,000 403,468
1972 74 403,468 0.146 55,256 -25,000 433,724
1973 75 433,724 0.166 -67,848 -25,000 340,876
1974 76 340,876 0.276 -87,182 -25,000 228,694
1975 77 228,694 0.383 81,021 -17,152 292,563
1976 78 292,563 0.179 48,441 -21,942 319,062
1977 79 319,062 0.173 -51,058 -23,930 244,074
1978 80 244,074 0.031 -6,999 -18,306 218,770
1979 81 218,770 0.042 8,499 -16,408 210,861
1980 82 210,861 0.149 29,062 -15,815 224,109
1981 83 224,109 0.092 -19,072 -16,808 188,229
1982 84 188,229 0.196 33,953 -15,000 207,182
1983 85 207,182 0.203 38,904 -15,539 230,547


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