RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1941

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WITHDRAWN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
1941 35 0 0.15 0 + 4,800 4,800
1942 36 4,800 0.08 365 + 4,800 9,965
1943 37 9,965 0.14 1,375 + 4,800 16,140
1944 38 16,140 0.12 1,953 + 4,800 22,893
1945 39 22,893 0.27 6,090 + 4,800 33,782
1946 40 33,782 0.08 -2,736 + 4,800 35,846
1947 41 35,846 0.02 789 + 4,800 41,435
1948 42 41,435 0.02 -870 + 4,800 45,364
1949 43 45,364 0.13 5,852 + 4,800 56,017
1950 44 56,017 0.18 9,859 + 4,800 70,675
1951 45 70,675 0.14 10,177 + 4,800 85,653
1952 46 85,653 0.08 7,195 + 4,800 97,648
1953 47 97,648 0.04 -3,711 + 4,800 98,737
1954 48 98,737 0.44 43,444 + 4,800 146,981
1955 49 146,981 0.21 30,572 + 4,800 182,353
1956 50 182,353 0.02 4,194 + 4,800 191,347
1957 51 191,347 0.13 -24,492 + 4,800 171,655
1958 52 171,655 0.34 58,363 + 4,800 234,818
1959 53 234,818 0.16 38,510 + 4,800 278,128
1960 54 278,128 0.09 -25,866 + 4,800 257,062
1961 55 257,062 0.19 48,071 + 4,800 309,932
1962 56 309,932 0.11 -33,473 + 4,800 281,260
1963 57 281,260 0.17 47,814 + 4,800 333,874
1964 58 333,874 0.15 48,746 + 4,800 387,419
1965 59 387,419 0.11 42,229 + 4,800 434,448
1966 60 434,448 0.19 -82,111 + 4,800 357,137
1967 61 357,137 0.15 54,285 + 4,800 416,222
1968 62 416,222 0.04 17,898 + 4,800 438,920
1969 63 438,920 0.15 -66,716 + 4,800 377,004
1970 64 377,004 0.05 18,096 + 4,800 399,900
1971 65 399,900 0.061 22,869 -25,000 397,769
1972 66 397,769 0.146 54,424 -25,000 427,193
1973 67 427,193 0.166 -66,764 -25,000 335,429
1974 68 335,429 0.276 -85,678 -25,000 224,751
1975 69 224,751 0.383 79,624 -16,856 287,518
1976 70 287,518 0.179 47,606 -21,564 313,560
1977 71 313,560 0.173 -50,177 -23,517 239,866
1978 72 239,866 0.031 -6,878 -17,990 214,997
1979 73 214,997 0.042 8,353 -16,125 207,225
1980 74 207,225 0.149 28,561 -15,542 220,244
1981 75 220,244 0.092 -18,743 -16,518 184,983
1982 76 184,983 0.196 33,317 -15,000 203,300
1983 77 203,300 0.203 38,175 -15,247 226,227
1984 78 226,227 0.037 -7,743 -16,967 201,517
1985 79 201,517 0.277 51,634 -15,114 238,037
1986 80 238,037 0.226 49,762 -17,853 269,946
1987 81 269,946 0.023 5,743 -20,246 255,443
1988 82 255,443 0.118 27,882 -19,158 264,167
1989 83 264,167 0.270 65,976 -19,813 310,330
1990 84 310,330 0.043 -12,343 -23,275 274,712
1991 85 274,712 0.203 51,584 -20,603 305,692


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