RESULTS OF INVESTING $ 4800 ANNUALLY UNTIL RETIREMENT
IF MARKET PERFORMS AS IT DID STARTING IN 1963

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WITHDRAWN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
1963 35 0 0.17 0 + 4,800 4,800
1964 36 4,800 0.15 701 + 4,800 10,301
1965 37 10,301 0.11 1,123 + 4,800 16,224
1966 38 16,224 0.19 -3,066 + 4,800 17,957
1967 39 17,957 0.15 2,730 + 4,800 25,487
1968 40 25,487 0.04 1,096 + 4,800 31,383
1969 41 31,383 0.15 -4,770 + 4,800 31,413
1970 42 31,413 0.05 1,508 + 4,800 37,720
1971 43 37,720 0.06 2,301 + 4,800 44,821
1972 44 44,821 0.15 6,544 + 4,800 56,165
1973 45 56,165 0.17 -9,323 + 4,800 51,642
1974 46 51,642 0.28 -14,253 + 4,800 42,189
1975 47 42,189 0.38 16,158 + 4,800 63,147
1976 48 63,147 0.18 11,303 + 4,800 79,250
1977 49 79,250 0.17 -13,710 + 4,800 70,340
1978 50 70,340 0.03 -2,181 + 4,800 72,959
1979 51 72,959 0.04 3,064 + 4,800 80,824
1980 52 80,824 0.15 12,043 + 4,800 97,666
1981 53 97,666 0.09 -8,985 + 4,800 93,481
1982 54 93,481 0.20 18,322 + 4,800 116,603
1983 55 116,603 0.20 23,670 + 4,800 145,074
1984 56 145,074 0.04 -5,368 + 4,800 144,506
1985 57 144,506 0.28 40,028 + 4,800 189,334
1986 58 189,334 0.23 42,790 + 4,800 236,924
1987 59 236,924 0.02 5,449 + 4,800 247,173
1988 60 247,173 0.12 29,166 + 4,800 281,140
1989 61 281,140 0.27 75,908 + 4,800 361,847
1990 62 361,847 0.04 -15,559 + 4,800 351,088
1991 63 351,088 0.20 71,271 + 4,800 427,159
1992 64 427,159 0.04 17,941 + 4,800 449,899
1993 65 449,899 0.137 58,211 -25,000 483,111
1994 66 483,111 0.021 9,620 -25,000 467,731
1995 67 467,731 0.335 148,315 -25,000 591,046
1996 68 591,046 0.260 147,172 -25,000 713,218
1997 69 713,218 0.226 155,537 -25,000 843,755
1998 70 843,755 0.161 131,820 -25,000 950,575
1999 71 950,575 0.252 233,245 -25,000 1,158,820
2000 72 1,158,820 0.062 -70,297 -25,000 1,063,523
2001 73 1,063,523 0.071 -73,735 -25,000 964,788
2002 74 964,788 0.168 -157,884 -25,000 781,903
2003 75 781,903 0.253 191,497 -25,000 948,400
2004 76 948,400 0.031 28,625 -25,000 952,025
2005 77 952,025 0.006 -5,562 -25,000 921,463
2006 78 921,463 0.163 146,123 -25,000 1,042,587
2007 79 1,042,587 0.064 65,126 -25,000 1,082,712
2008 80 1,082,712 0.338 -357,507 -25,000 700,205
2009 81 700,205 0.188 126,939 -25,000 802,144
2010 82 802,144 0.110 85,486 -25,000 862,630
2011 83 862,630 0.055 46,070 -25,000 883,700
2012 84 883,700 0.073 62,685 -25,000 921,385
2013 85 921,385 0.265 237,542 -25,000 1,133,927


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