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100% Stocks Portfolio, 4% withdrawal, 2% inflation 100% Bonds Portfolio, 4% withdrawal, 2% inflation 50-50 Bonds Stock Portfolio, 4% withdrawal,

ock Portfolio, 4% withdrawal, 2% inflation


Year Beg Value Spend Gain End Value Year Beg Value Spend Gain End Value Year Beg Value Spend Gain End Value
Aug 2000 $1 million $40,000 -0.225 $744,000 Aug 2000 $1,000,000 $40,000 0.123 $1,078,080 Aug 2000 $1 million $40,000 -0.051 $911,040
Aug 2001 $744,000 $40,800 -0.164 $587,875 Aug 2001 $1,078,080 $40,800 0.059 $1,098,480 Aug 2001 $911,040 $40,800 -0.053 $824,552
Aug 2002 $587,875 $41,616 0.099 $600,339 Aug 2002 $1,098,480 $41,616 0.044 $1,103,366 Aug 2002 $824,552 $41,616 0.072 $838,916
Aug 2003 $600,339 $42,448 0.112 $620,374 Aug 2003 $1,103,366 $42,448 0.056 $1,120,329 Aug 2003 $838,916 $42,448 0.084 $863,371
Aug 2004 $620,374 $43,297 0.115 $643,441 Aug 2004 $1,120,329 $43,297 0.041 $1,121,190 Aug 2004 $863,371 $43,297 0.078 $884,040
Aug 2005 $643,441 $44,163 0.081 $647,819 Aug 2005 $1,121,190 $44,163 0.019 $1,097,490 Aug 2005 $884,040 $44,163 0.050 $881,870
Aug 2006 $647,819 $45,046 0.115 $672,091 Aug 2006 $1,097,490 $45,046 0.054 $1,109,275 Aug 2006 $881,870 $45,046 0.085 $907,536
Aug 2007 $672,091 $45,947 -0.087 $571,669 Aug 2007 $1,109,275 $45,947 0.057 $1,123,938 Aug 2007 $907,536 $45,947 -0.015 $848,664
Aug 2008 $571,669 $46,866 -0.181 $429,814 Aug 2008 $1,123,938 $46,866 0.076 $1,158,929 Aug 2008 $848,664 $46,866 -0.053 $759,704
Aug 2009 $429,814 $47,804 0.067 $407,605 Aug 2009 $1,158,929 $47,804 0.097 $1,218,904 Aug 2009 $759,704 $47,804 0.082 $770,276
Aug 2010 $407,605 $48,760 0.118 $401,189 Aug 2010 $1,218,904 $48,760 0.049 $1,227,481 Aug 2010 $770,276 $48,760 0.084 $781,762
Aug 2011 $401,189 $49,735 0.227 $431,234 Aug 2011 $1,227,481 $49,735 0.051 $1,237,811 Aug 2011 $781,762 $49,735 0.139 $833,779
Aug 2012 $431,234 $50,730 0.230 $468,020 Aug 2012 $1,237,811 $50,730 -0.025 $1,157,405 Aug 2012 $833,779 $50,730 0.103 $863,312
Aug 2013 $468,020 $51,744 0.213 $504,942 Aug 2013 $1,157,405 $51,744 0.055 $1,166,472 Aug 2013 $863,312 $51,744 0.134 $920,318
Aug 2014 $504,942 $52,779 0.010 $456,685 Aug 2014 $1,166,472 $52,779 0.025 $1,141,535 Aug 2014 $920,318 $52,779 0.018 $882,721
Aug 2015 $456,685 $53,835 0.112 $447,969 Aug 2015 $1,141,535 $53,835 0.053 $1,145,348 Aug 2015 $882,721 $53,835 0.083 $897,269
Aug 2016 $447,969 $54,911 0.136 $446,514 Aug 2016 $1,145,348 $54,911 0.000 $1,090,437 Aug 2016 $897,269 $54,911 0.068 $899,638
Aug 2017 $446,514 $56,010 0.200 $468,605 Aug 2017 $1,090,437 $56,010 0.008 $1,042,703 Aug 2017 $899,638 $56,010 0.104 $931,366
Aug 2018 $468,605 Aug 2018 $1,042,703 Aug 2018 $931,366

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