RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1934

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WITHDRAWN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
1934 35 0 0.04 0 + 4,800 4,800
1935 36 4,800 0.39 1,848 + 4,800 11,448
1936 37 11,448 0.25 2,839 + 4,800 19,087
1937 38 19,087 0.33 -6,261 + 4,800 17,627
1938 39 17,627 0.28 4,953 + 4,800 27,380
1939 40 27,380 0.03 -794 + 4,800 31,386
1940 41 31,386 0.13 -3,986 + 4,800 32,200
1941 42 32,200 0.15 -4,959 + 4,800 32,041
1942 43 32,041 0.08 2,435 + 4,800 39,276
1943 44 39,276 0.14 5,420 + 4,800 49,496
1944 45 49,496 0.12 5,989 + 4,800 60,285
1945 46 60,285 0.27 16,036 + 4,800 81,121
1946 47 81,121 0.08 -6,571 + 4,800 79,350
1947 48 79,350 0.02 1,746 + 4,800 85,896
1948 49 85,896 0.02 -1,804 + 4,800 88,892
1949 50 88,892 0.13 11,467 + 4,800 105,159
1950 51 105,159 0.18 18,508 + 4,800 128,467
1951 52 128,467 0.14 18,499 + 4,800 151,766
1952 53 151,766 0.08 12,748 + 4,800 169,315
1953 54 169,315 0.04 -6,434 + 4,800 167,681
1954 55 167,681 0.44 73,780 + 4,800 246,260
1955 56 246,260 0.21 51,222 + 4,800 302,282
1956 57 302,282 0.02 6,952 + 4,800 314,035
1957 58 314,035 0.13 -40,196 + 4,800 278,638
1958 59 278,638 0.34 94,737 + 4,800 378,176
1959 60 378,176 0.16 62,021 + 4,800 444,996
1960 61 444,996 0.09 -41,385 + 4,800 408,412
1961 62 408,412 0.19 76,373 + 4,800 489,585
1962 63 489,585 0.11 -52,875 + 4,800 441,510
1963 64 441,510 0.17 75,057 + 4,800 521,366
1964 65 521,366 0.146 72,469 -25,000 568,836
1965 66 568,836 0.109 59,278 -25,000 603,114
1966 67 603,114 0.189 -109,263 -25,000 468,850
1967 68 468,850 0.152 67,465 -25,000 511,315
1968 69 511,315 0.043 20,912 -25,000 507,227
1969 70 507,227 0.152 -73,298 -25,000 408,928
1970 71 408,928 0.048 18,429 -25,000 402,357
1971 72 402,357 0.061 23,019 -25,000 400,376
1972 73 400,376 0.146 54,805 -25,000 430,181
1973 74 430,181 0.166 -67,260 -25,000 337,921
1974 75 337,921 0.276 -86,366 -25,000 226,555
1975 76 226,555 0.383 80,263 -16,992 289,826
1976 77 289,826 0.179 47,988 -21,737 316,077
1977 78 316,077 0.173 -50,580 -23,706 241,791
1978 79 241,791 0.031 -6,933 -18,134 216,723
1979 80 216,723 0.042 8,420 -16,254 208,888
1980 81 208,888 0.149 28,790 -15,667 222,012
1981 82 222,012 0.092 -18,893 -16,651 186,468
1982 83 186,468 0.196 33,608 -15,000 205,075
1983 84 205,075 0.203 38,508 -15,381 228,203
1984 85 228,203 0.037 -7,810 -17,115 203,277


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