Net worth update per



This is my #13 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 3,152,750 and my FI portfolio increased to USD 1,450,266


Net worth

USD 3,152,750

Since the last update on my net worth has increased with USD 36,727 (+ 1.18 %).

FI portfolio

USD 1,450,266

Since the last update on my FI portfolio has increased with USD 7,119 (+ 0.49 %).

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.

I am now 27.6% on my way to achive my FIRE target of USD 5,250,000. This is 0.1 percentage points closer, compared to the last net worth update.

USD 1,450,266 FIRE target: USD 5,250,000


27.6%


FI portfolio


My FI portfolio now consists of USD 659,696 (45.5%) in investments, USD 697,031 (48.1%) in retirement accounts, and USD 93,539 (6.4%) in cash.

Investments

Since my last update, my investments increased with USD 4,177 (0.64%), of which USD 35,000 was from contributions, and USD 253,706 was from returns.

Since I started tracking, my total contributions have been USD 87,902, and my total return has been USD 597,907.

Retirement accounts

Since my last update, my retirement accounts increased with USD 3,341 (0.48%), of which USD 14,000 was from contributions , and USD 82,896 was from returns.

Since I started tracking, my total contributions have been USD 40,110, and my total return is USD 102,395.




How much can I withdraw according to the 4%-rule?


If I quit working today, my monthly pay out would be USD 4,834 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
4,834/month
(4.0% SWR)
4,229/month
(3.5% SWR)
3,625/month
(3.0% SWR)


When can I retire?


FI date


My age

52

I am currently aiming to save/invest approximately USD 25,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 5,250,000 in 5 years and 9 months, in , and at that time I will be 52 years old.

By that time I will have invested/saved another USD 1,900,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 1,899,734


Financial independence forecast