Retiring in 1952: $2M grew to $271.3M on a 4% withdrawal
Retiring in 1952 with $2M and a 4% inflation-adjusted withdrawal, the portfolio grew to $271.3M after 50 years. Its worst year was 1974, when the S&P 500 lost 20.7% including dividends.
Portfolio Value: Started in 1952
100% S&P 500
75/25 stocks/bonds (Trinity study mix)
Major market event
Starting: $2,000,000
·
Withdrawal: 4.0%