Retiring in 1936: $1M grew to $44.7M on a 3.5% withdrawal
Retiring in 1936 with $1M and a 3.5% inflation-adjusted withdrawal, the portfolio grew to $44.7M after 50 years. Its worst year was 1937, when the S&P 500 lost 31.2% including dividends.
Portfolio Value: Started in 1936
100% S&P 500
50/50 stocks/bonds (Trinity study mix)
Major market event
Starting: $1,000,000
·
Withdrawal: 3.5%