Net worth update per



This is my #7 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 13,854 and my FI portfolio increased to USD 28,781


Net worth

USD 13,854

Since the last update on my net worth has increased with USD 6,173 (+ 80.37 %).

FI portfolio

USD 28,781

Since the last update on my FI portfolio has increased with USD 5,872 (+ 25.63 %).

Net worth
FI portfolio

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

I am now 1.9% on my way to achive my FIRE target of USD 1,500,000. This is 0.4 percentage points closer, compared to the last net worth update.

USD 28,781 FIRE target: USD 1,500,000


1.9%


FI portfolio


My FI portfolio now consists of USD 9,025 (31.4%) in investments, USD 8,460 (29.4%) in retirement accounts, and USD 11,296 (39.2%) in cash.

Investments

Since my last update, my investments increased with USD 1,102 (13.91%).

Since I started tracking, my total contributions have been USD 200, and my total return has been USD 7,215.

Retirement accounts

Since my last update, my retirement accounts increased with USD 957 (12.75%).

Since I started tracking, my total contributions have been USD 300, and my total return is USD 5,952.




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


If I quit working today, my monthly pay out would be USD 95 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
95/month
(4.0% SWR)
83/month
(3.5% SWR)
71/month
(3.0% SWR)


When can I retire?


FI date


My age

56

I am currently aiming to save/invest approximately USD 1,000 each month.

Assuming an annual return of 7% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 1,500,000 in 30 years and 10 months, in , and at that time I will be 56 years old.

By that time I will have invested/saved another USD 372,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 1,099,219


Financial independence forecast