Retiring in 1948: $2M grew to $534.7M on a 4% withdrawal
Retiring in 1948 with $2M and a 4% inflation-adjusted withdrawal, the portfolio grew to $534.7M after 50 years. Its worst year was 1974, when the S&P 500 lost 20.7% including dividends.
Portfolio Value: Started in 1948
100% S&P 500
50/50 stocks/bonds (Trinity study mix)
Major market event
Starting: $2,000,000
·
Withdrawal: 4.0%