Retiring in 1935: $2M grew to $150.6M on a 4% withdrawal
Retiring in 1935 with $2M and a 4% inflation-adjusted withdrawal, the portfolio grew to $150.6M after 50 years. Its worst year was 1937, when the S&P 500 lost 31.2% including dividends.
Portfolio Value: Started in 1935
100% S&P 500
100% bonds (Trinity study mix)
Major market event
Starting: $2,000,000
·
Withdrawal: 4.0%