Net worth update per
This is JoeHx's #5 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 202,132 and my FI portfolio increased to USD 199,462
Net worth
USD 202,132
Since the last update on my net worth has increased with USD 20,592 (+ 11.34 %).
FI portfolio
USD 199,462
Since the last update on my FI portfolio has increased with USD 17,021 (+ 9.33 %).
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 8.0% on my way to achive my FIRE target of USD 2,500,000. This is 0.7 percentage points closer, compared to the last net worth update.
USD 199,462 FIRE target: USD 2,500,000
FI portfolio
My FI portfolio now consists of USD 532 (0.3%) in investments, USD 198,930 (99.7%) in retirement accounts, and USD 0 (0.0%) in cash.
Since my last update, my investments increased with USD 56 (11.76%).
Since my last update, my retirement accounts increased with USD 16,965 (9.32%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 664 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
52
I am currently aiming to save/invest
approximately USD
2,500
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 2,500,000
in 11 years and 4 months,
in , and at that time I will be
52 years old.
By that time I will have invested/saved
another USD 520,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
1,780,538