Net worth update per
This is Falco's #295 net worth update. Please check out my profile here for more information. As of , my net worth decreased to USD 255,269 and my FI portfolio decreased to USD 255,269
Net worth
USD 255,269
Since the last update on my net worth has decreased with USD -7,071 ( -2.7 %).
FI portfolio
USD 255,269
Since the last update on my FI portfolio has decreased with USD -7,071 ( -2.7 %).
The per-day change in net worth between the reported periods are shown in the plot below.
And the development and changes between each net worth reporting is shown in the tables below.
The changes for each asset class is shown in the table below. All numbers are in USD.
I am now 51.1% on my way to achive my FIRE target of USD 500,000. This is -1.4 percentage points closer, compared to the last net worth update.
USD 255,269 FIRE target: USD 500,000
FI portfolio
My FI portfolio now consists of USD 64,407 (25.2%) in investments, USD 185,071 (72.5%) in retirement accounts, and USD 5,791 (2.3%) in cash.
Since my last update, my investments
decreased
with USD -3,119
(-4.62%).
Since I started tracking, my total contributions have been
USD
51,643,
and my total return has been
USD
21,719.
Since my last update, my retirement accounts
decreased
with USD -3,864
(-2.05%).
Since I started tracking, my total contributions have been
USD
23,892,
and my total return is
USD
115,246.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 850 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
45
I am currently aiming to save/invest
approximately USD
1,400
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 500,000
in 3 years and 1 months,
in , and at that time I will be
45 years old.
By that time I will have invested/saved
another USD 98,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
146,731