Retiring in 1985: $2M grew to $112.1M on a 4% withdrawal
Retiring in 1985 with $2M and a 4% inflation-adjusted withdrawal, the portfolio was worth $112.1M after 41 years, as of the latest data. Its worst year was 2008, when the S&P 500 lost 35.2% including dividends.
Portfolio Value: Started in 1985
100% S&P 500
75/25 stocks/bonds (Trinity study mix)
Major market event
Starting: $2,000,000
·
Withdrawal: 4.0%