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Table Three
Ending Foolish Four Portfolio Values After All Annual Payouts
(1961 Through 1998)
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| |
100% Foolish Four (FF) Payout Rate* |
75% FF and 25% Bonds Payout Rate* |
50% FF and 50% Bonds Payout Rate* |
| Length of Payout |
5% |
6% |
7% |
8% |
5% |
6% |
7% |
8% |
5% |
6% |
7% |
8% |
|
|
|
|
| 15 Years |
|
|
|
|
| Maximum |
2,921,486 |
2,685,248 |
2,521,288 |
2,357,329 |
1,936,051 |
1,763,494 |
1,640,245 |
1,516,997 |
1,240,090 |
1,115,463 |
1,023,662 |
931,861 |
|
|
|
|
| Minimum |
231,522 |
140,782 |
50,043 |
0 |
156,897 |
86,953 |
17,008 |
0 |
92,843 |
39,408 |
0 |
0 |
|
|
|
|
| Mean |
1,331,020 |
1,169,251 |
1,023,619 |
879,682 |
826,466 |
703,762 |
592,210 |
483,832 |
483,213 |
390,365 |
305,686 |
229,037 |
|
|
|
|
| Median |
1,376,093 |
1,191,964 |
1,026,301 |
860,639 |
870,317 |
725,333 |
593,092 |
460,851 |
484,921 |
381,465 |
276,402 |
171,340 |
|
|
|
|
| 20 Years |
|
|
|
|
| Maximum |
5,819,893 |
5,234,384 |
4,648,875 |
4,063,366 |
2,933,777 |
2,495,858 |
2,161,052 |
1,827,048 |
1,448,571 |
1,155,762 |
898,327 |
640,892 |
|
|
|
|
| Minimum |
662,777 |
361,045 |
0 |
0 |
339,043 |
122,844 |
0 |
0 |
118,823 |
0 |
0 |
0 |
|
|
|
|
| Mean |
2,947,212 |
2,487,190 |
2,044,122 |
1,629,275 |
1,522,826 |
1,207,401 |
912,186 |
652,755 |
687,671 |
475,309 |
297,180 |
158,681 |
|
|
|
|
| Median |
3,303,768 |
2,657,374 |
2,010,980 |
1,364,586 |
1,757,237 |
1,328,137 |
929,185 |
530,232 |
819,090 |
534,107 |
266,457 |
0 |
|
|
|
|
| 25 Years |
|
|
|
|
| Maximum |
15,969,198 |
14,322,854 |
12,676,510 |
11,030,167 |
6,845,371 |
5,845,825 |
4,846,279 |
3,846,733 |
2,515,727 |
1,908,808 |
1,301,889 |
694,971 |
|
|
|
|
| Minimum |
1,569,965 |
677,064 |
0 |
0 |
715,340 |
119,811 |
0 |
0 |
162,525 |
0 |
0 |
0 |
|
|
|
|
| Mean |
6,883,003 |
5,657,366 |
4,447,146 |
3,367,215 |
2,979,701 |
2,218,621 |
1,522,221 |
1,011,120 |
1,032,729 |
596,637 |
319,749 |
116,857 |
|
|
|
|
| Median |
4,059,028 |
2,722,838 |
1,606,279 |
866,435 |
1,939,432 |
1,095,191 |
406,715 |
37,708 |
707,368 |
183,057 |
0 |
0 |
|
|
|
|
| 30 Years |
|
|
|
|
| Maximum |
17,086,229 |
13,352,457 |
9,618,685 |
5,884,913 |
6,201,205 |
4,169,134 |
2,137,064 |
104,993 |
1,555,038 |
455,668 |
0 |
0 |
|
|
|
|
| Minimum |
5,011,013 |
2,205,686 |
0 |
0 |
1,789,985 |
145,703 |
0 |
0 |
217,611 |
0 |
0 |
0 |
|
|
|
|
| Mean |
8,831,275 |
6,031,246 |
3,348,711 |
1,243,549 |
3,397,429 |
1,796,737 |
514,785 |
11,666 |
822,994 |
114,672 |
0 |
0 |
|
|
|
|
| Median |
7,484,036 |
5,175,514 |
3,269,710 |
507,156 |
2,824,935 |
1,599,191 |
323,355 |
0 |
688,783 |
6,947 |
0 |
0 |
|
|
|
|
| 35 Years |
|
|
|
|
| Maximum |
23,817,103 |
18,428,841 |
13,040,579 |
7,652,317 |
8,156,602 |
5,291,742 |
2,426,881 |
0 |
1,788,632 |
285,169 |
0 |
0 |
|
|
|
|
| Minimum |
20,507,478 |
13,607,233 |
6,706,989 |
0 |
6,599,197 |
3,027,008 |
0 |
0 |
1,015,414 |
0 |
0 |
0 |
|
|
|
|
| Mean |
22,556,875 |
16,293,314 |
10,029,754 |
3,814,508 |
7,390,760 |
4,138,316 |
1,022,167 |
0 |
1,358,610 |
71,292 |
0 |
0 |
|
|
|
|
| Median |
22,951,459 |
16,568,592 |
10,185,724 |
3,802,857 |
7,403,620 |
4,117,257 |
830,894 |
0 |
1,315,197 |
0 |
0 |
0 |
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*As a percentage of intial $100,000 value adjusted for inflation. Income taken at start of each year. Note: Numbers rounded to nearest whole dollar. The number of overlapping 15-year payout periods from 1961 to 1998, inclusively, is 24; 20-year periods, 19; 25-year periods, 14; 30-year periods, 9; 35-year periods, 4. |